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Associate, Client Service II

BNY External Career Site
Berwyn, PA Full Time
POSTED ON 2/20/2025 CLOSED ON 4/19/2025

What are the responsibilities and job description for the Associate, Client Service II position at BNY External Career Site?

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000 employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere. 

We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about. 

We’re seeking a future team member for the role of Associate, Account Service II to join our Archer team. This role is located in Berwyn, PA– Hybrid. 

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 the client/sponsor guidelines 
  • Process Quality Control checks of New Accounts, Account Maintenance Transactions to ensure accuracy prior to trading 
  • Frequent communication with custodians, banks, and brokers to expedite and resolve issues 
  • Respond to various requests from intermediaries in a timely and professional manner 
  • Act as an interface between business units 
  • Provide support in department projects as needed 

 

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

  • Bachelor’s degree or the equivalent combination of education and experience is required
  • Minimum of 4 years experience in a related capacity  
  • Experience working under tight timelines, producing accurate results, and mitigating risks   
  • Exceptional organizational skills, ability to prioritize, and manage multiple tasks while maintaining a high level of quality 
  • Strong verbal and written communication skills required to interact with both internal andexternal parties   
  • Strong analytical, research, and problem solving skills as well as attention to detail   
  • Team player with a positive attitude who can effectively train and supervise others 
  • Industry knowledge preferred 
  • Self starter attitude 
  • Ability to organize, manage data, prioritize tasks and work in a deadline oriented environment   
  • Ability to learn and adapt in a growing and changing environment   
  • Demonstrate aptitude in troubleshooting and complex problem solving   
  • Excellent computer skills, specifically with Microsoft Office products with an ability to quickly learn new software applications, specifically proprietary systems 

 

At BNY, our culture speaks for itself. Here’s a few of our awards: 

· America’s Most Innovative Companies, Fortune, 2024 

· World’s Most Admired Companies, Fortune 2024 

· Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024 · Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024 

· “Most Just Companies”, Just Capital and CNBC, 2024 

· Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024 

· Bloomberg’s Gender Equality Index (GEI), 2023 

 

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. 

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