Client Service Specialist — Money Manager Data

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

Job summary

BNY Mellon in Berwyn, PA is seeking a Specialist for Client Service Management II in the Money Manager Data Team. The ideal candidate will coordinate Third Party Money Managers' configuration on the Managed Accounts Solutions platform, maintain data integrity, and manage client services. Candidates should possess a Bachelor's degree preferred, 3-5 years of relevant experience, strong communication, and organizational skills. Excel proficiency is a requirement. Join BNY Mellon and help shape the future of finance.

Qualifications

• 3-5 years of total work experience preferred.
• Experience in an operational area and/or client services preferred.
• Managed Accounts experience preferred.

Responsibilities

• Coordinate the configuration of Third Party Money Managers onto Managed Accounts Solutions platform.
• Monitor queues in Growth Dynamics, Access Hub, Microsoft Dynamics, and ServiceNow.
• Reconcile the PAS SharePoint for RIA manager/style requests weekly.

Skills

Time management

Communication

Prioritization

Excel proficiency

Organizational skills

Education

Bachelor's degree in Business or related field

Tools

Microsoft Dynamics

ServiceNow

Job description

BNY Mellon in Berwyn, PA is seeking a Specialist for Client Service Management II in the Money Manager Data Team. The ideal candidate will coordinate Third Party Money Managers' configuration on the Managed Accounts Solutions platform, maintain data integrity, and manage client services. Candidates should possess a Bachelor's degree preferred, 3-5 years of relevant experience, strong communication, and organizational skills. Excel proficiency is a requirement. Join BNY Mellon and help shape the future of finance.