
Specialist, Account Management I at BNY Mellon
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:
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Perform quality reviews of new accounts, account maintenance transactions, and cash flows to ensure accuracy prior to trading
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Validate the accuracy of required documentation and identify missteps in processing, documentation, or workflow handling
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Manage multiple workflow queues to ensure accounts are reviewed with 100% accuracy, traded within client/sponsor guidelines, and meet internal and external SLAs
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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:
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Bachelor's degree or the equivalent combination of education and experience
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0 – 5 years of total work experience preferred
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Experience in a control function, ideally at an asset manager or related financial services firm
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Analytical skills with an inquisitive mindset, and strong organizational skills to manage multiple projects
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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:
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