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BNY Mellon
BNY Mellon

Specialist, Account Management I at BNY Mellon

RoleAccount Management
LevelEntry
LocationBerwyn, United States
WorkOn-site
TypeFull-time
Posted6 days ago
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About the role

Specialist, Account Management 1

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 #Life AtBNY is all about. Join us and be part of something extraordinary.

We're seeking a future team member for the role of Specialist, Account Management I to join our BNY Archer team. This role is located in Berwyn, PA.In this role, you'll make an impact in the following ways:

  • Perform quality reviews of new accounts, account maintenance transactions, and cash flows to ensure accuracy prior to trading

  • Validate the accuracy of required documentation and identify missteps in processing, documentation, or workflow handling

  • Manage multiple workflow queues to ensure accounts are reviewed with 100% accuracy, traded within client/sponsor guidelines, and meet internal and external SLAs

  • Generate and review control reports, escalate elevated risk or high-impact transactions, and act as a subject matter expert for Quality Control workflows and procedures

To be successful in this role, we're seeking the following:

  • Bachelor's degree or the equivalent combination of education and experience

  • 0 – 5 years of total work experience preferred

  • Experience in a control function, ideally at an asset manager or related financial services firm

  • Analytical skills with an inquisitive mindset, and strong organizational skills to manage multiple projects

  • Excellent written communication and presentation skills; experience working under tight timelines, producing accurate results, and mitigating risks

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

BNY Newsroom

BNY LinkedIn

Here's a few of our recent awards:

  • America's Most Innovative Companies, Fortune, 2025
  • World's Most Admired Companies, Fortune 202

. "Most Just Companies", Just Capital and CNBC, 2025

Our Benefits and Rewards:

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.

Required skills

Client service

Account management

Communication

Problem solving

Issue resolution

About BNY Mellon

Berwyn

Headquarters