Specialist, Client Service Management
BNY, Berwyn, PA, United States
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.
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 is all about. Join us and be part of something extraordinary.
We’re seeking a future team member for the role of Specialist, Client Service Management (Money Manager Data Team) to join our Managed Account Solutions team. This role is located in Berwyn, PA.
In this role, you’ll make an impact in the following ways:
Client Service Management Specialists for the Money Manager Data team are responsible for the completion and coordination of the configuration of Third Party Money Managers onto Managed Accounts Solutions platform, as well as for maintenance of configuration data post onboarding lifecycle.
Configure and coordinate the Manager Onboarding process, including: updating internal systems, following up on delegated set up tasks with internal and external teams and communicating next steps/completion to stakeholders.
Maintenance and integrity of manager system data, coordination of maintenance activities with other parties (internal and external) as it pertains to manager/style configuration attributes.
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 any problematic issues or patterns with requests submitted to team.
Research items prior to reaching out to other parties as well as with leveraging the assistance of teammates.
Money Manager Data team is responsible for the completion and coordination of the configuration of Third Party Money Managers onto Pershing’s managed account platform, as well maintain the configuration data post onboarding lifecycle. Money Manager Data team members will work with internal and external parties in conversion and BAU workstreams in capturing all relevant data points and gaining exposure to the managed account workflows.
To be successful in this role, we’re seeking the following:
Bachelor’s degree in Business or related field preferred; or relevant experience.
Strong time management, communication and prioritization skills required.
Must be exceptionally organized, and able to articulate regular status updates.
Managed Accounts experience preferred.
About The Team
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.
BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting.
Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.
If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.
#J-18808-Ljbffr
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 is all about. Join us and be part of something extraordinary.
We’re seeking a future team member for the role of Specialist, Client Service Management (Money Manager Data Team) to join our Managed Account Solutions team. This role is located in Berwyn, PA.
In this role, you’ll make an impact in the following ways:
Client Service Management Specialists for the Money Manager Data team are responsible for the completion and coordination of the configuration of Third Party Money Managers onto Managed Accounts Solutions platform, as well as for maintenance of configuration data post onboarding lifecycle.
Configure and coordinate the Manager Onboarding process, including: updating internal systems, following up on delegated set up tasks with internal and external teams and communicating next steps/completion to stakeholders.
Maintenance and integrity of manager system data, coordination of maintenance activities with other parties (internal and external) as it pertains to manager/style configuration attributes.
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 any problematic issues or patterns with requests submitted to team.
Research items prior to reaching out to other parties as well as with leveraging the assistance of teammates.
Money Manager Data team is responsible for the completion and coordination of the configuration of Third Party Money Managers onto Pershing’s managed account platform, as well maintain the configuration data post onboarding lifecycle. Money Manager Data team members will work with internal and external parties in conversion and BAU workstreams in capturing all relevant data points and gaining exposure to the managed account workflows.
To be successful in this role, we’re seeking the following:
Bachelor’s degree in Business or related field preferred; or relevant experience.
Strong time management, communication and prioritization skills required.
Must be exceptionally organized, and able to articulate regular status updates.
Managed Accounts experience preferred.
About The Team
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.
BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting.
Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.
If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.
#J-18808-Ljbffr