BNY Mellon
BNY Mellon

Specialist, Account Management

RoleAccount Management
LevelMid Level
LocationBerwyn, United States
WorkOn-site
TypeFull-time
Posted1 month ago
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About the role

Associate, 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 Associate, Account Management 1 to join our Managed Account Solutions team.This role is located in Berwyn, PAIn 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

  • Minimum of 1 year 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 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 2025

. "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.

About BNY Mellon

Berwyn

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