Associate, Client Service II

BNY Mellon; Berwyn (PA); On-site; USD 60,000 - 80,000; Full time

Job summary

A leading global financial services company is seeking an Associate, Client Service II for their Archer team in Berwyn, PA. The role involves quality control, risk management, and collaboration with senior leadership to enhance operational efficiency. Candidates should possess strong analytical, communication, and organizational skills, along with 3-5 years of relevant experience.

Qualifications

• 3-5 years' experience in a control function within financial services or asset management.

Responsibilities

• Perform quality control checks on New Accounts and Cash Flows.
• Manage workflow queues to ensure account accuracy.
• Investigate and report major control risks.

Skills

Analytical Skills

Organizational Skills

Communication

Presentation Skills

Influence Skills

Job description

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system, we touch nearly 20% of the world's investible assets. Every day, our 50,000+ employees bring their perspectives to create solutions that benefit businesses, communities, and people worldwide.

We are recognized as a top innovator and an inclusive workplace. Through our ideas and talents, we help make money work for the world. This is #LifeAtBNY.

We are seeking a team member for the role of Associate, Client Service II to join our Archer team in Berwyn, PA - Hybrid.

In this role, you'll:

1. Perform quality control checks on New Accounts, Account Maintenance Transactions, and Cash Flows for accuracy before trading.
2. Manage multiple workflow queues to ensure accounts are reviewed accurately and traded within guidelines.
3. Conduct routine consistency checks to mitigate risks and reduce errors.
4. Identify control risks throughout operations.
5. Collaborate with leaders to develop Control Assessments.
6. Review operational control risks with senior managers.
7. Investigate and report major control risks, including root cause analysis and remedial actions.
8. Conduct deep dive reviews to ensure processes are controlled.
9. Develop dashboards and risk reporting materials.
10. Challenge first-line procedures and communicate findings to senior leadership.

To succeed, you should have:

1. 3-5 years' experience in a control function within financial services or asset management.
2. Ability to translate complex issues for senior and non-technical audiences.
3. Influence skills to promote positive change and build relationships.
4. Strong analytical and organizational skills.
5. Excellent communication and presentation skills.
6. Experience working under tight deadlines with accuracy and risk mitigation.

Our culture has been recognized with awards such as:

• America's Most Innovative Companies, Fortune, 2024
• World's Most Admired Companies, Fortune, 2024
• 100% score on the Human Rights Campaign Foundation's Corporate Equality Index, 2023-2024
• Best Places for Disability Inclusion, Disability: IN, 2023-2024