Account Operations Specialist — Client Solutions

BNY Mellon; Berwyn (PA); On-site; USD 52,000 - 75,000; Full time

Job summary

BNY Mellon in Berwyn, PA is seeking a Specialist, Account Management 1 to join our Managed Account Solutions team. You will establish new accounts, process maintenance items, and ensure trades stay within client guidelines.

The role requires a bachelor’s degree and 0–5 years of experience, with strong analytical, research and problem‑solving skills, plus excellent organizational abilities. You’ll need verbal and written communication skills and proficiency with Microsoft Office, with the

Qualifications

• 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.

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

Skills

Bachelor's degree or equivalent

0-5 years experience

Analytical skills

Attention to detail

Organizational skills

Verbal and written communication

Microsoft Office

Education

Bachelor's degree

Job description

BNY Mellon in Berwyn, PA is seeking a Specialist, Account Management 1 to join our Managed Account Solutions team. You will establish new accounts, process maintenance items, and ensure trades stay within client guidelines.

The role requires a bachelor’s degree and 0–5 years of experience, with strong analytical, research and problem‑solving skills, plus excellent organizational abilities. You’ll need verbal and written communication skills and proficiency with Microsoft Office, with the