Specialist, Account Management I

BNY; Berwyn (PA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Flexible global resources

Generous paid leaves

Wellbeing programs

Job summary

BNY is looking for a Specialist, Account Management 1 to join our Managed Account Solutions team in Berwyn, Pennsylvania. In this role, you will establish new accounts, manage workflow queues, conduct quality control checks, and communicate with custodians and brokers to resolve issues. The ideal candidate should have a Bachelor's degree and 0-5 years of work experience, with strong analytical and organizational skills. BNY offers competitive compensation, benefits, and a culture focused on excellence and personal resilience.

Qualifications

• 0 - 5 years work experience preferred.
• Exceptional attention to detail required.
• Ability to prioritize and manage multiple tasks effectively.

Responsibilities

• Establish new accounts and process account maintenance items.
• Manage multiple workflow queues for account trading.
• Conduct quality control checks of new accounts.
• Communicate with custodians, banks, and brokers.

Skills

Analytical skills

Organizational skills

Verbal communication

Written communication

Microsoft Office proficiency

Problem-solving skills

Education

Bachelor's degree or equivalent experience

Job description

Specialist, Account Management 1

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.

We're seeking a future team member for the role of Associate, Account Management 1 to join our Managed Account Solutions team. This role is located in Berwyn, Pennsylvania.

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 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

Benefits and rewards

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.