Client Operations Specialist: Account Setup & Trade Support

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

Job summary

BNY in Berwyn, PA is hiring a Specialist, Client Operations 1 for the Managed Account Solutions team. This office-based role (4 days on site) focuses on opening new accounts, processing maintenance, and ensuring trades comply with client guidelines.

You will handle multiple workflow queues, perform quality checks before trading, and communicate with custodians, banks, and brokers to resolve issues. Bachelor's degree in business/finance and 0–3 years' experience preferred; strong analytical and

Qualifications

• Bachelor's degree in business, finance, or a related field.
• 0–3 years of experience in a related capacity.
• Strong analytical, research, and problem-solving skills with exceptional attention to detail.
• Exceptional organizational skills with the ability to prioritize and manage multiple tasks in a deadline-oriented environment; self-starter.
• Strong 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

Analytical skills

Research skills

Problem-solving

Attention to detail

Organizational skills

Self-starter

Verbal & written communication

Education

Bachelor's degree in business/finance/related field

Tools

MS Office

Proprietary systems

Job description

BNY in Berwyn, PA is hiring a Specialist, Client Operations 1 for the Managed Account Solutions team. This office-based role (4 days on site) focuses on opening new accounts, processing maintenance, and ensuring trades comply with client guidelines.

You will handle multiple workflow queues, perform quality checks before trading, and communicate with custodians, banks, and brokers to resolve issues. Bachelor's degree in business/finance and 0–3 years' experience preferred; strong analytical and