Specialist, Client Operations 1

BNY Mellon; Berwyn (PA); On-site; USD 45,000 - 65,000; Full time

Job summary

BNY Mellon in Berwyn, PA, seeks a Specialist, Client Operations 1 to join the Managed Account Solutions team. You will establish new accounts and process maintenance items per SLAs and manage multiple workflow queues to keep trading within guidelines.

The role requires a Bachelor's degree in business, finance, or related field and 0–3 years of related experience. You will need strong analytical, research, and problem-solving skills, exceptional attention to detail, and solid organizational and

Qualifications

• Bachelor's degree in business, finance, or a related field is required.
• 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 and 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

Communication skills

Self-starter

Education

Bachelor's degree in business, finance, or a related field

Tools

Microsoft Office

Job description

We\'re seeking a future team member for the role Specialist, Client Operations 1 to join our Managed Account Solutions team. This role is located in Berwyn, Pennsylvania (office based, 4 days)

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 in business, finance, or a related field required
• 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