Specialist, Client Operations 1

BNY Mellon • Berwyn, PA

13d • Hybrid

About The Position

We're seeking a future team member for the role Specialist, Client Operations 1 to join our Managed Account Solutions team. This role is located in Berwyn, Pennsylvania (office based, 4 days). In this role, you'll make an impact in the following ways: Establish new accounts and process account maintenance items according to service level agreements. Manage multiple workflow queues throughout the day to ensure accounts are traded within client/sponsor guidelines. Conduct quality control checks of new accounts and account maintenance transactions to ensure accuracy prior to trading. Communicate frequently with custodians, banks, and brokers to expedite and resolve issues.

Requirements

• Bachelor's degree in business, finance, or a related field required
• 0 – 3 years of experience in a related capacity
• Strong analytical, research, and problem-solving skills with exceptional attention to detail
• Exceptional organizational skills with the ability to prioritize and manage multiple tasks in a deadline-oriented environment; self-starter
• Strong verbal and written communication skills to interact with internal and external parties; proficiency with Microsoft Office and ability to quickly learn proprietary systems

Responsibilities

• Establish new accounts and process account maintenance items according to service level agreements
• Manage multiple workflow queues throughout the day to ensure accounts are traded within client/sponsor guidelines
• Conduct quality control checks of new accounts and account maintenance transactions to ensure accuracy prior to trading
• Communicate frequently with custodians, banks, and brokers to expedite and resolve issues

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level