Associate, Account Management I

Associate, Account Management 1 – Berwyn, PA Join our Managed Account Solutions team at BNY Mellon. This role involves establishing new accounts, processing maintenance items, managing workflow queues, conducting quality control checks, and communicating with custodians, banks, and brokers. Responsibilities 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. Qualifications 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. 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. The package includes paid leave, paid volunteer time, and eligibility for an annual discretionary incentive award. Eligible employees may enroll in a 401(k) plan and participate in company‑sponsored medical, dental, vision, and basic life insurance plans. EEO Statement BNY is an Equal Employment Opportunity/Affirmative Action Employer—Underrepresented racial and ethnic groups, Females, Individuals with Disabilities, Protected Veterans. Job Info Job Identification 72722 Job Category Account Management Posting Date 04/17/2026, 07:21 PM Location 801 Cassatt Road, Berwyn, PA, 19312, US #J-18808-Ljbffr BNY Mellon