Associate, Client Service II - BNY : Job Details

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 worlds investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators and champions of inclusion, 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.

Were seeking a future team member for the role of Associate, Client Service II to join our Archer team. This role is located in Berwyn, PA.

In this role, youll 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, were seeking the following:

• Bachelors degree in business, finance, or related field required??
• 3 - 5 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 and external 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, check out the latest BNY news at:

BNY Newsroom

BNY LinkedIn

Heres a few of our recent awards:

• Americas Most Innovative Companies, Fortune, 2025
• Worlds 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 lifes 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.