Client Onboarding & Service Management Specialist II

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

Benefits offered by this job

Competitive compensation

Comprehensive benefits suite

401(k)

Flexible resources and tools

Paid volunteer time

Job summary

BNY in Berwyn, Pennsylvania seeks a professional to coordinate configuration of Third‑Party Money Managers on the Managed Accounts Solutions platform. Key responsibilities include monitoring system queues and maintaining data integrity. The position requires a Bachelor's degree in Business or a related field, alongside strong time-management and communication skills.

BNY values employee growth and success and offers competitive compensation and comprehensive benefits, including flexible resources, paid leave, and a robust benefits suite.

Qualifications

• 3‑5 years of total work experience preferred, with operational or client-services background.
• Must be exceptionally organized and able to articulate regular status updates.
• Managed Accounts experience preferred.

Responsibilities

• Complete and coordinate configuration of Third‑Party Money Managers onto the Managed Accounts Solutions platform.
• Maintain and ensure integrity of manager system data.
• Monitor queues in relevant systems for action items.

Skills

Time-management

Communication

Prioritization

Excel proficiency

Education

Bachelor's degree in Business or related field

Job description

BNY in Berwyn, Pennsylvania seeks a professional to coordinate configuration of Third‑Party Money Managers on the Managed Accounts Solutions platform. Key responsibilities include monitoring system queues and maintaining data integrity. The position requires a Bachelor's degree in Business or a related field, alongside strong time-management and communication skills.

BNY values employee growth and success and offers competitive compensation and comprehensive benefits, including flexible resources, paid leave, and a robust benefits suite.