Specialist, Client Service Management 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

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 AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Responsibilities

• Complete and coordinate configuration of Third‑Party Money Managers onto the Managed Accounts Solutions platform and maintain configuration data post‑onboarding.
• Configure and coordinate the Manager Onboarding process, including updating internal systems, following up on delegated setup tasks, and communicating next steps/completion to stakeholders.
• Maintain and ensure integrity of manager system data, coordinating maintenance activities with internal and external parties.
• Reconcile the PAS SharePoint for RIA manager/style requests weekly.
• Monitor queues in Growth Dynamics, Access Hub, Microsoft Dynamics and ServiceNow for action items.
• Identify and escalate problematic issues or patterns with requests submitted to the team.
• Research items prior to reaching out to other parties and leverage assistance from teammates.

Qualifications

• Bachelor's degree in Business or related field preferred; or relevant experience.
• 3‑5 years of total work experience preferred, with operational or client‑services background.
• Strong time‑management, communication and prioritization skills required.
• Must be exceptionally organized and able to articulate regular status updates.
• Managed Accounts experience preferred.
• Excel proficiency required.

Benefits

BNY offers competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and a pay‑for‑performance philosophy. We provide flexible resources and tools, paid leave, paid volunteer time, and a comprehensive benefits suite including 401(k), medical, dental, vision and basic life insurance plans, vacation and sick time.

Equal Employment Opportunity

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