Senior Specialist, Client Service

Jobtailor; Pittsburgh (Allegheny County); On-site; USD 90,000 - 130,000; Full time

Job summary

Jobtailor seeks a client-facing investment operations professional to prepare, review and negotiate CIT documentation for US clients. You will coordinate bespoke IMAs, act as a gatekeeper to governance councils, support regulatory updates, and maintain orderly client records.

You’ll ensure timely risk assessments and collaborate with Legal, Compliance and business teams. The role emphasizes attention to detail, stakeholder management, and the ability to juggle multiple priorities while improving

Qualifications

• Proven experience in a client-facing role within investments or financial services
• Strong understanding of investment servicing, reporting, and operational processes
• Excellent communication and stakeholder management skills
• Experience handling escalations and driving issue resolution
• Strong attention to detail, organisational skills, and control awareness
• Ability to manage multiple priorities and improve service delivery

Responsibilities

• Preparation, review, negotiation of CIT documentation for US based clients, working closely with Legal, Compliance the business.
• Triage and negotiation of bespoke IMAs (including investment guidelines) for SMAs, working closely with Legal, Compliance and the business to firstly identify non-standard requirements and then to either negotiate, identify workable solutions and/or obtain business risk acceptance for such items.
• Act as gatekeepers to the BNY Investments Business Acceptance Council, the forum that risk accepts non-standard client requirements.
• Support distribution activities, including binding RFPs, to ensure any non-standard requirements are identified and then risk accepted by the business.
• Co-ordinate any changes to client legal documents required post onboarding.
• Support sub-advisory clients with prospectus/SAI updates.
• Maintain client records related to team responsibilities in an organised fashion.
• Perform key control functions in respect of mandate governance, ensuring any issues identified are resolved promptly and efficiently.
• Represent client-facing teams in respect of any regulatory change initiatives, attending internal and external working groups, identifying impacts to Newton’s client’s and/or distribution operating model, developing solutions and overseeing implementation to ensure compliance.
• Support team initiatives and projects as required.

Skills

Client-facing

Investments

Stakeholder Management

Issue Resolution

Attention to Detail

Multitasking

Tools

Investment Management Agreements

CIT Documentation Preparation

Regulatory Compliance

Operational Processes

Mandate Governance

Job description

• Preparation, review, negotiation of CIT documentation for US based clients, working closely with Legal, Compliance the business.


• Triage and negotiation of bespoke IMAs (including investment guidelines) for SMAs, working closely with Legal, Compliance and the business to firstly identify non-standard requirements and then to either negotiate, identify workable solutions and/or obtain business risk acceptance for such items.


• Act as gatekeepers to the BNY Investments Business Acceptance Council, the forum that risk accepts non-standard client requirements.


• Support distribution activities, including binding RFPs, to ensure any non-standard requirements are identified and then risk accepted by the business.


• Co-ordinate any changes to client legal documents required post onboarding.


• Support sub-advisory clients with prospectus/SAI updates.


• Maintain client records related to team responsibilities in an organised fashion.


• Perform key control functions in respect of mandate governance, ensuring any issues identified are resolved promptly and efficiently.


• Represent client-facing teams in respect of any regulatory change initiatives, attending internal and external working groups, identifying impacts to Newton’s client’s and/or distribution operating model, developing solutions and overseeing implementation to ensure compliance.


• Support team initiatives and projects as required.

Requirements

• Proven experience in a client-facing role within investments or financial services


• Strong understanding of investment servicing, reporting, and operational processes


• Excellent communication and stakeholder management skills


• Experience handling escalations and driving issue resolution


• Strong attention to detail, organisational skills, and control awareness


• Ability to manage multiple priorities and improve service delivery

Core Competencies

Demonstrates expertise in investment servicing and operational processes, with a strong focus on client relationship management and regulatory compliance. Capable of negotiating bespoke investment management agreements and managing multiple priorities effectively.

Highest-signal resume keywords

• Client-Facing Experience


• Investment Servicing


• Stakeholder Management


• Issue Resolution


• Attention to Detail

ATS Optimization Keywords

Hard Skills

• Investment Management Agreements


• CIT Documentation Preparation


• Regulatory Compliance


• Operational Processes


• Mandate Governance

Soft Skills

• Excellent Communication


• Organisational Skills


• Control Awareness

Industry Keywords

• Financial Services


• Client Records Management


• Risk Acceptance


• Distribution Activities


• Prospectus Updates