Specialist, Client Operations 1
BNY
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- Location
- Berwyn, PA
- Work style
- Hybrid
- 4 days in office
- Job type
- Full time
- Posted
- Oct 20
- 2 days ago
Career path
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About the company
BNY
Financial services · 10,001+ employees
What you'll do
- Establish new accounts and process account maintenance items according to service level agreements
- Manage multiple workflow queues throughout the day
- Ensure accounts are traded within client/sponsor guidelines
- Conduct quality control checks of new accounts and account maintenance transactions
- Communicate with custodians, banks, and brokers to expedite and resolve issues
What you need
- Bachelor's degree in business, finance, or a related field required
- 0 to 3 years of experience in a related capacity
- Strong analytical, research, and problem-solving skills
- Exceptional attention to detail
- Exceptional organizational skills and ability to prioritize and manage multiple tasks
- Strong verbal and written communication skills
- Proficiency with Microsoft Office and ability to quickly learn proprietary systems
Key skills
Strong analyticalresearchproblem-solving skillsattention to detailorganizational skillsMicrosoft Office
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Read the full posting here
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
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