BNY Wealth Newport Beach CA

Specialist, Client Operations 1

Full-time · Berwyn, PA
✓ Verified live on the employer's own system · added 114 days ago
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Requirements

Education: Bachelor's degree or related field

Skills & tools

Account ManagementMaintenanceQuality AssuranceConflict ResolutionCommunicationsMS Office

Benefits — mentioned in this posting

Wellness & perksPaid time off
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Full 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 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, PA

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

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

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.

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This posting was published by BNY Wealth Newport Beach CA on their own careers system and is shown here with a direct link to apply there. Employers: for corrections or removal, contact jobs@veritahire.com.