Specialist, Account Management

Associate, Account Management 1
Join our Managed Account Solutions team in Berwyn, PA. As an Associate, you will help establish new accounts and maintain existing ones, ensuring compliance with service level agreements and client guidelines.

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.

Qualifications

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

Minimum of 1 year 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; proficiency with Microsoft Office and the ability to quickly learn proprietary systems.

Benefits
BNY offers highly competitive compensation, benefits, and wellbeing programs, including generous paid leave, paid volunteer time, and a 401(k) plan. Base salary is competitive and supplemented by annual discretionary incentive awards and a range of health, dental, vision, and life insurance plans.

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

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