Client Success Lead, Financial Data & Analytics

BNY Mellon; Boston (MA); On-site; USD 90,000 - 120,000; Full time

Job summary

BNY Mellon is seeking a Senior Specialist, Client Service Management to join the Data & Analytics Team in Boston, MA. The role emphasizes premium service to production clients using pControl, focusing on issue resolution, client relationships, and cross-region collaboration.

The position requires serving as the primary client contact, analyzing data flows, coordinating resolutions, and providing timely updates. Strong client focus, communication, and composure under pressure are essential.

Qualifications

• Minimum of 5 years' experience in Fund Accounting, Funds Management, Custodial Services, Investment Operations, or related financial services environments.
• Strong ability to analyze business data flows and operational processes, identify issues, evaluate impacts, and develop solutions.
• Excellent written and verbal communication skills for professional client and internal interactions.
• Detail-oriented with strong organization skills and ability to quickly gather and analyze data.
• Curious and proactive learner who welcomes challenging situations and thrives under pressure.
• Natural problem solver with a client-focused mindset.

Responsibilities

• Primary Client Support Contact: act as the first point of contact for production clients and assess priority and level of support.
• Issue Analysis and Investigation: analyze client issues, identify root causes, and coordinate resolutions.
• Client Communication and Feedback: maintain proactive updates with clients through the issue lifecycle.
• Quality Assurance: perform application testing to validate readiness of items scheduled for client release.

Skills

Fund accounting

Data analysis

Client relationship management

Communication skills

Problem solving

Attention to detail

Work under pressure

Tools

pControl

Job description

BNY Mellon is seeking a Senior Specialist, Client Service Management to join the Data & Analytics Team in Boston, MA. The role emphasizes premium service to production clients using pControl, focusing on issue resolution, client relationships, and cross-region collaboration.

The position requires serving as the primary client contact, analyzing data flows, coordinating resolutions, and providing timely updates. Strong client focus, communication, and composure under pressure are essential.