Specialist, Client Operations 1

    Highlights

    Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Strong verbal and written communication skills to interact with internal and external parties; proficiency with Microsoft Office and ability to quickly learn proprietary systems.

    Numbers & Facts

    LocationBerwyn, PA

    Description

    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

    At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

    Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

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