Senior Specialist, Client Service Management

BNY; Boston (MA); On-site; USD 90,000 - 130,000; Full time

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

Job Description

We’re seeking a future team member for the role of

Boston, MA

Role Summary

The Product Support team is responsible for providing premium level service and support to our clients and many lines of business within BNY that leverage pControl. As a member of the Product Support team, you will be responsible for delivering high-quality support to our global production clients in line with established service level expectations. This role requires building strong client relationships, providing timely and effective issue resolution, and collaborating closely with Product Support colleagues across multiple regions. The diverse responsibilities of this position provide team members the unique opportunity to showcase varying skill sets. Whether it’s actively maintaining client relationships, testing accounting software functionality, managing critical incidents or providing knowledge transfer sessions to educate others, no two days are the same.

Job Description

We’re seeking a future team member for the role of Senior Specialist, Client Service Management to join our Data & Analytics Team team. This role is located in Boston, MA

The Product Support team is responsible for providing premium level service and support to our clients and many lines of business within BNY that leverage pControl. As a member of the Product Support team, you will be responsible for delivering high-quality support to our global production clients in line with established service level expectations. This role requires building strong client relationships, providing timely and effective issue resolution, and collaborating closely with Product Support colleagues across multiple regions. The diverse responsibilities of this position provide team members the unique opportunity to showcase varying skill sets. Whether it’s actively maintaining client relationships, testing accounting software functionality, managing critical incidents or providing knowledge transfer sessions to educate others, no two days are the same.

In this role, you’ll make an impact in the following ways:

• Primary Client Support Contact: Serve as the first point of contact for production clients, managing initial responses to issues raised and assessing the nature, priority, and level of support required.
• Issue Analysis and Investigation: Conduct detailed analysis and investigation of client issues, identifying root causes and coordinating appropriate resolution actions. You are tasked with fully understanding operational workflows, having in-depth knowledge of business needs and providing solutions to various daily or monthly processing challenges.
• Client Communication and Feedback: Maintain clear, proactive communication with clients throughout the issue lifecycle, ensuring updates are provided until matters are resolved to an expected standard of satisfaction.
• Quality Assurance: Perform application testing to validate the behavior and readiness of items scheduled for client release.

To be successful in this role, we’re seeking the following:

• Minimum of 5 years’ experience in Fund Accounting, Funds Management, Custodial Services, Investment Operations, or related financial services environments.
• Demonstrated ability to analyze business data flows and operational processes, identify issues, evaluate impacts, and develop effective solutions.
• Strong client focus, with the ability to perform effectively in a fast-paced, high-pressure environment.
• Excellent written and verbal communication skills, with the ability to engage professionally with both clients and internal stakeholders.
• Detail-oriented with strong organization skills and must be able to quickly gather and analyze data.
• Have a curious and inquisitive approach to learning
• Welcome challenging situations and thrive under pressure
• Consider themselves natural problem solvers

About Us

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what is all about. Join us and be part of something extraordinary.

About The Team

At BNY, our culture speaks for itself, check out the latest BNY news at BNY Newsroom & BNY LinkedIn

Here’s a Few Of Our Recent Awards

• America’s Most Innovative Companies, Fortune, 2025
• World’s Most Admired Companies, Fortune 2025
• Most Just Companies, Just Capital and CNBC, 2025

Our Benefits And Rewards

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. BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting. Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.