Specialist, Client Operations 1
BNY · Berwyn, PA · 5 days ago
ManufacturingFull-time
About the role
Join our Managed Account Solutions team in Berwyn, Pennsylvania (office based, 4 days per week).
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
Qualifications
- Bachelor's degree in business, finance, or a related field required
- 0 – 3 years of experience in a related capacity
Skills
- 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
Benefits
- Highly competitive compensation and pay-for-performance philosophy
- Access to flexible global resources and tools for life's journey
- Health, wellness, and financial wellbeing programs
- Generous paid leaves, including paid volunteer time
- Eligibility for annual discretionary incentive award
- 401(k) plan participation
- Company-sponsored medical, dental, vision, and basic life insurance plans
- Various paid time off benefits, including vacation and sick time