JobID: 80931
Category: Client Operations & Reporting
JobSchedule: Full time
Posted Date: 2026-10-20T12:14:12+00:00
JobShift: Day
Base Salary Min: 52000
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
To be successful in this role, we're seeking the following:
- 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