Specialist, Client Operations 1

JobID: 80931

Category: Client Operations & Reporting

JobSchedule: Full time

Posted Date: 2026-09-07T19:39:25+00:00

JobShift: Day

Base Salary Min: 52000

We're seeking a future team member for the role Specialist, Client Operations 1 to join our Managed Account Solutions team. This role is located in Berwyn, Pennsylvania (office based, 4 days)

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
• 0 - 3 years 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