Specialist, Client Service

BNY; Pittsburgh (Allegheny County); On-site; Full time

Benefits offered by this job

Competitive compensation

Flexible resources

Generous paid leaves

Job summary

A leading global financial services company is seeking an Associate, Client Service I to join their Wealth Management team in Pittsburgh, PA. This role involves resolving client issues, supporting clients' operational needs, and direct communication with a specialized client base. The ideal candidate should have a Bachelor's degree and effective problem-solving skills. BNY offers competitive compensation and comprehensive benefits designed to support your personal and professional journey.

Qualifications

• 0–3 years of total work experience preferred.
• Experience in an operational area and/or client services is preferred.
• Ability to communicate clearly and effectively with clients and internal teams.

Responsibilities

• Resolve day‑to‑day issues for external clients.
• Support clients with operational and technical questions.
• Monitor client inquiries and escalate complex issues.

Skills

Client communication

Problem-solving

Operational support

Education

Bachelor’s degree or equivalent

Job description

Associate, Client Service I

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 AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

We’re seeking a future team member for the role of Associate, Client Service I to join our Wealth Management team. This role can be based in either Pittsburgh, PA or Philadelphia, PA.

Responsibilities

• Work directly with external clients to resolve day‑to‑day issues and guide them to the appropriate resources within BNY.
• Support clients by addressing operational and technical questions or issues, ensuring timely and accurate execution of requests.
• Apply problem‑solving skills using precedence and experience to deliver high‑quality service to a specialized client base.
• Provide clients with information about BNY products and services across a limited number of lines of business and geographies, directing them to the right resources as needed.
• Monitor client inquiries and escale non‑routine or complex issues to the appropriate team members.
• Track and document general client issues and needs to support business development efforts.
• Participate in internal initiatives aimed at improving the overall client experience.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• 0–3 years of total work experience preferred.
• Experience in an operational area and/or client services is preferred.
• Ability to communicate clearly and effectively with clients and internal teams.

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.

Equal Employment Opportunity / Affimative Action Statement

BNY is an Equal Employment Opportunity/Affirmative Action Employer – Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.