Senior Client Service & Issues Specialist

BNY

Boston (MA)

On-site

USD 90,000 - 130,000

Full time

4 days ago
Be an early applicant

A complete application in a minute

Tailored resume and cover letter, ready to send.

Get past ATS filters

Benefits offered by this job

401(k) plan
Medical, dental, vision benefits
Life insurance
Paid time off & volunteer time off

Job summary

BNY is seeking a Senior Specialist, Client Service Management in Boston, MA to join the Data & Analytics Team. You will serve as the primary production client contact, conducting issue analysis, coordinating resolutions, and maintaining proactive communication throughout the lifecycle.

The role includes QA testing and collaborating with global Product Support colleagues to meet service levels. Successful candidates will have 5+ years in financial services, strong data and client-facing skills,

Qualifications

  • Minimum 5 years in Fund Accounting, Funds Management, Custodial Services, Investment Operations, or related financial services environments.
  • Ability to analyze data flows, processes, and issues; evaluate impacts and develop solutions.
  • Strong client focus in a fast-paced environment.
  • Excellent written and verbal communication with clients and internal stakeholders.
  • Detail-oriented with strong organizational skills; able to quickly gather and analyze data.
  • Curious, proactive learner who thrives under pressure and is a natural problem solver.

Responsibilities

  • Serve as the first contact for production clients; assess issues and determine priority and level of support.
  • Conduct in-depth analysis and investigation to identify root causes and coordinate resolutions.
  • Maintain proactive client communication through issue lifecycle and updates until resolution.
  • Perform application testing to validate readiness of items scheduled for client release.

Skills

Fund accounting
Client service
Issue analysis
Data analysis
Communication
Attention to detail

Tools

Accounting software

Job description

BNY is seeking a Senior Specialist, Client Service Management in Boston, MA to join the Data & Analytics Team. You will serve as the primary production client contact, conducting issue analysis, coordinating resolutions, and maintaining proactive communication throughout the lifecycle.

The role includes QA testing and collaborating with global Product Support colleagues to meet service levels. Successful candidates will have 5+ years in financial services, strong data and client-facing skills,

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Client Success Lead, Financial Data & Analytics
Client Success Lead, Financial Data & Analytics

BNY Mellon • Boston (MA)

On-site
USD 90,000 - 120,000
Senior Specialist, Client Service Management
Senior Specialist, Client Service Management

BNY Mellon • Boston (MA)

On-site
USD 90,000 - 120,000
Client Processing Team Lead
Client Processing Team Lead

BNY • Boston (MA)

On-site
USD 75,000 - 100,000
Competitive compensation
Wellness programs
Paid volunteer time
+1
Wealth Management Client Services Specialist
Wealth Management Client Services Specialist

BNY • Boston (MA)

On-site
USD 58,000 - 78,000
Senior Client Processing & Reconciliation Specialist
Senior Client Processing & Reconciliation Specialist

BNY • Houston (TX)

On-site
USD 70,000 - 100,000
Competitive compensation
Wellbeing programs
Paid time off
Senior Client Processing & Analytics Specialist
Senior Client Processing & Analytics Specialist

BNY • New York (NY)

On-site
USD 90,000 - 120,000
Senior Client Experience & Operations Lead
Senior Client Experience & Operations Lead

BNY Mellon • Florida

On-site
USD 70,000 - 90,000
Client Service Specialist – Wealth Management
Client Service Specialist – Wealth Management

BNY • Pittsburgh

On-site
USD 45,000 - 65,000
Specialist, Client Processing Representative II
Specialist, Client Processing Representative II

BNY • Boston (MA)

On-site
USD 75,000 - 100,000
Competitive compensation
Wellness programs
Paid volunteer time
+1
VP, Client Operations & Service Delivery
VP, Client Operations & Service Delivery

BNY Mellon • Boston (MA)

On-site
USD 70,000 - 100,000
Highly competitive compensation
Generous paid leaves
Wellbeing programs