Specialist, Client Service Management

BNY Mellon • Berwyn, PA

1d • Onsite

About The Position

BNY is a leading global financial services company that influences nearly 20% of the world’s investible assets. The company leverages AI and breakthrough technologies to collaborate with clients, driving transformative solutions. BNY is recognized as a top destination for innovators, where bold ideas meet advanced technology and exceptional talent, powering the future of finance. The Specialist, Client Service Management (Money Manager Data Team) will join the Managed Account Solutions team in Berwyn, PA. This role is responsible for the completion and coordination of the configuration of Third Party Money Managers onto the Managed Accounts Solutions platform, as well as for the maintenance of configuration data post onboarding lifecycle. Money Manager Data team members will work with internal and external parties in conversion and business-as-usual (BAU) workstreams, capturing relevant data points and gaining exposure to managed account workflows.

Requirements

• Relevant experience
• Strong time management, communication and prioritization skills
• Must be exceptionally organized, and able to articulate regular status updates
• Excel proficiency

Nice To Haves

• Bachelor’s degree in Business or related field
• Managed Accounts experience

Responsibilities

• Configure and coordinate the Manager Onboarding process, including: updating internal systems, following up on delegated set up tasks with internal and external teams and communicating next steps/completion to stakeholders
• Maintain the integrity of manager system data and coordinate maintenance activities with other internal and external parties as it pertains to manager/style configuration attributes
• Reconcile the PAS SharePoint for RIA manager/style requests weekly
• Monitor queues in Growth Dynamics, Access Hub, Microsoft Dynamics and ServiceNow for action items
• Identify and escalate any problematic issues or patterns with requests submitted to the team
• Research items prior to reaching out to other parties as well as with leveraging the assistance of teammates

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees