Specialist, Client Operations I

BNY Mellon; Berwyn (PA); On-site; USD 52,000 - 75,000; Full time

Job summary

BNY Mellon in Berwyn, PA is seeking a Specialist, Account Management 1 to join our Managed Account Solutions team. You will establish new accounts, process maintenance items, and ensure trades stay within client guidelines.

The role requires a bachelor’s degree and 0–5 years of experience, with strong analytical, research and problem‑solving skills, plus excellent organizational abilities. You’ll need verbal and written communication skills and proficiency with Microsoft Office, with the

Qualifications

• Bachelor's degree or the equivalent combination of education and experience.
• Total of 0 - 5 years work experience preferred.
• Analytical, research, and problem-solving skills with exceptional attention to detail.
• Organizational skills with the ability to prioritize and manage multiple tasks in a deadline-oriented environment; self-starter.
• 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

Bachelor's degree or equivalent

0-5 years experience

Analytical skills

Attention to detail

Organizational skills

Verbal and written communication

Microsoft Office

Education

Bachelor's degree

Job description

Specialist, Account Management 1

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge Al and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

We're seeking a future team member for the role of Associate, Account Management 1 to join our Managed Account Solutions team. This role is located in Berwyn, Pennsylvania

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 or the equivalent combination of education and experience


• Total of 0 - 5 years work experience preferred


• Analytical, research, and problem-solving skills with exceptional attention to detail


• Organizational skills with the ability to prioritize and manage multiple tasks in a deadline-oriented environment; self-starter


• Verbal and written communication skills to interact with internal and external parties; proficiency with Microsoft Office and ability to quickly learn proprietary systems

At BNY, our culture speaks for itself, check out the latest BNY news at:

BNY Newsroom

BNY LinkedIn

Here's a few of our recent awards:

• America's Most Innovative Companies, Fortune, 2025


• World's Most Admired Companies, Fortune 2025


• . \"Most Just Companies\", Just Capital and CNBC, 2025

Our Benefits and Rewards:

• BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy.


• We provide access to flexible global resources and tools for your life's journey.


• Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.