Specialist, Client Operations 1

About the role

This role is located in Berwyn, PA. In this role, you'll make an impact by:

• Establishing new accounts and processing account maintenance items according to service level agreements.
• Managing multiple workflow queues throughout the day to ensure accounts are traded within client/sponsor guidelines.
• Conducting quality control checks of new accounts and account maintenance transactions to ensure accuracy prior to trading.
• Communicating frequently with custodians, banks, and brokers to expedite and resolve issues.

Responsibilities

To be successful in this role, we're seeking the following:

• A Bachelor's degree in business, finance, or a related field required.
• Minimum of 1 year 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.

Requirements

Bachelor's degree in business, finance, or a related field required.

Minimum of 1 year of experience in a related capacity.

Qualifications

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.

Skills

Not specified.

Benefits

Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience.

Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy.

We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.