Candidate
Employer
Associate, Account Management 1
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Job Description
Associate, Account Management 1 | BNY
The Tone:
This is a full-time role at BNY, located in Berwyn, PA. BNY is a leading global financial services company positioned at the heart of the global financial system, influencing nearly 20% of the world’s investible assets. The company fosters a culture that prioritizes employee growth and success, harnessing cutting-edge AI and breakthrough technologies to drive transformative solutions for clients and uplift communities globally. This position within the Managed Account Solutions team is vital for ensuring the accurate and efficient handling of client accounts, directly supporting BNY’s operational excellence and commitment to delivering reliable financial services in a technology-forward environment.
The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, Berwyn, PA
• Team: Managed Account Solutions team
• Mission: To ensure the accurate and timely establishment and maintenance of client accounts according to service agreements and guidelines.
• Tech Stack: Microsoft Office, proprietary systems
What You’ll Actually Do
• Account Establishment: Establish new accounts and process account maintenance items according to service level agreements.
• Workflow Management: Manage multiple workflow queues daily to ensure accounts are traded within client and sponsor guidelines.
• Quality Assurance: Conduct quality control checks on new accounts and maintenance transactions to ensure accuracy before trading.
• Issue Resolution: Communicate with custodians, banks, and brokers to expedite and resolve issues.
The Must-Haves
• Background: Bachelor’s degree in business, finance, or a related field.
• Experience: Minimum of 1 year of experience in a related capacity.
• Skills: 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; strong verbal and written communication skills to interact with internal and external parties; proficiency with Microsoft Office and ability to quickly learn proprietary systems.
