Specialist, Client Operations 1
- مستوى الخبرة
- Mid
- نوع الوظيفة
- دوام كامل
- الخبرة العملية
- Up to 3 years
- التخصص
- Operations management
نبذة عن الوظيفة
We're seeking a future team member for the role Specialist, Client Operations 1 to join our Managed Account Solutions team. This role is located in Berwyn, Pennsylvania (office based, 4 days)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
Key skills
- Quality Control
- Microsoft Office
To be successful in this role, we're seeking the following
- Bachelor's degree in business, finance, or a related field required
- 0 – 3 years 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 to interact with internal and external parties; proficiency with Microsoft Office and ability to quickly learn proprietary systems
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 #LifeAtBNY is all about. Join us and be part of something extraordinary.
