Specialist, Client Operations I

About the role

This role is located in Berwyn, Pennsylvania.

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

Requirements

• Bachelor's degree or the equivalent combination of education and experience
• Total of 0 - 5 years work experience preferred
• Analytical, research, and problem-solving skills with exceptional attention to detail
• Organizational skills with the ability to prioritize and manage multiple tasks in a deadline-oriented environment; self-starter
• Verbal and written communication skills to interact with internal and external parties; proficiency with Microsoft Office and ability to quickly learn proprietary systems

Qualifications

• None specified

Skills

• Not specified

Benefits

• Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience
• Eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents
• Details of participation in these benefit plans will be provided if an employee receives an offer of employment

Pay

BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting.

Schedule

N/A

Company Information

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