Associate, Account Management I

BNY

Posted 2 months ago

Full Time

Berwyn, Pennsylvania

In Person

Smart Summary

Responsibilities

The associate will establish new accounts and process maintenance items while managing workflow queues to ensure adherence to client guidelines. They will also perform quality control checks and communicate with external parties like banks and brokers to resolve issues.

Qualifications

We are looking for an Associate, Account Management 1 with a Bachelor's degree in business, finance, or a related field and a minimum of 1 year of experience. The ideal candidate should have strong analytical, research, and problem-solving skills, along with exceptional organizational and communication abilities to manage multiple tasks and interact with internal and external parties.

Job Description

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 #LifeAtBNY 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, PA

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

· 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.

BNY

BNY is a global financial services platforms company at the heart of the world’s capital markets. For more than 240 years BNY has partnered alongside clients, using its expertise and platforms to help them operate more efficiently and accelerate growth. Today BNY serves over 90% of Fortune 100 companies and nearly all the top 100 banks globally. BNY supports governments in funding local projects and works with over 90% of the top 100 pension plans to safeguard investments for millions of individuals. As of December 31, 2025, BNY oversees $59.3 trillion in assets under custody and/or administration and $2.2 trillion in assets under management. Follow BNY on Instagram & X: @BNYglobal
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