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Specialist, Client Operations 1

Overview
BNYbny.comPosted 8 weeks ago
Berwyn, IL, USمن مقر العمل
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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.