Senior Client Service Specialist – Wealth Management

BNY; Pittsburgh (Allegheny County); On-site; USD 65,000 - 90,000; Full time

Job summary

BNY seeks a Senior Specialist, Client Service to join the Wealth Management team in Pittsburgh, PA. You will work directly with external clients to resolve day-to-day issues and connect them with the right resources at BNY, while providing information on products and services across geographies.

You will address complex operational and technical requests, apply strong problem-solving, and contribute to business development by understanding client needs and offering improvements.

Qualifications

• Bachelor’s degree or the equivalent combination of education and experience required.
• 5–7 years of total work experience preferred.
• Experience in operations or client services preferred.
• Strong communication skills with the ability to deliver clear client support.
• Ability to work independently while managing multiple complex client relationships and priorities.

Responsibilities

• Work directly with external clients to resolve complex day-to-day issues and connect them with the appropriate resources at BNY.
• Support clients in addressing and resolving complex operational and technical issues, ensuring requests are completed accurately and on time.
• Apply advanced problem-solving skills, judgment, and experience to analyze information and deliver high-quality service to a specialized client base.
• Provide clients with information about BNY products and services across multiple lines of business and geographies, and help identify additional business needs and opportunities.
• Resolve complex or non-routine client issues and inquiries, while contributing to business development efforts through a strong understanding of client needs and BNY offerings.
• Lead and participate in internal activities and initiatives that improve the client experience and help develop process improvements.
• Provide guidance to less experienced team members and support multiple complex client accounts.

Skills

Bachelor's degree / equivalent

5-7 years experience

Operational/client services

Strong communication

Manage multiple client relationships

Education

Bachelor's degree or equivalent

Job description

BNY seeks a Senior Specialist, Client Service to join the Wealth Management team in Pittsburgh, PA. You will work directly with external clients to resolve day-to-day issues and connect them with the right resources at BNY, while providing information on products and services across geographies.

You will address complex operational and technical requests, apply strong problem-solving, and contribute to business development by understanding client needs and offering improvements.