Senior Specialist, Client Enablement

BNY Mellon; Pittsburgh (Allegheny County); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation

Flexible global resources

Generous paid leaves

Job summary

A major financial institution in Pittsburgh is seeking a Senior Specialist for Client Enablement to join their Global Payments & Trade team. The role involves advising clients on onboarding processes, managing project deliverables, and identifying data issues. Candidates should have a Bachelor's degree and 3-5 years of work experience, including at least 1 year in project management. The company offers competitive compensation, flexible resources, and strong wellbeing programs.

Qualifications

• 3-5+ years of total work experience.
• At least 1+ years of project management experience preferred.

Responsibilities

• Advise clients on onboarding/transition processes.
• Direct contact with clients for setup and funding.
• Reconcile test data and report issues.
• Develop methodologies for improving client experience.
• Track results of client implementations.

Skills

Project Management

Client Onboarding

Problem Solving

Data Analysis

Education

Bachelor's degree or equivalent

Job description

We're seeking a future team member for the role of Senior Specialist, Client Enablement to join our Global Payments & Trade, Enablement team. This role is located in Pittsburgh, PA.

Key Responsibilities

• Member of a team responsible for advising clients or providing project management support for onboarding/transition/conversion/offboarding and testing.
• Following established checklists for the process; directs contact with client and their record keepers to build the appropriate client setup/structure/funding.
• Processes and reconciles test data – including reviewing test results with client or record keeper.
• Identifying and reporting data issues.
• Advises and guides clients on appropriate solutions and shepherds through to resolution.
• Researches, develops and establishes methodologies, protocols and processes to facilitate or improve project management and/or the client onboarding/transition/conversion experience.
• Participates with team in activities that align with their functional objectives.
• Adheres to team standard operating procedures.
• Tracks and reports on results and outcomes for client implementations and projects.
• Understands team metrics and dashboards.
• Liaises with peer leaders on product, technology or client service teams to ensure appropriate integration of activities and required hand‑offs.
• Resolves complex client onboarding/transition/conversion issues.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience is required.
• 3‑5+ years of total work experience and at least 1+ years of project management experience preferred.

Benefits

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.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups, Females, Individuals with Disabilities, Protected Veterans.