Senior Specialist, Client Service Management

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

Job summary

BNY Investments in Pittsburgh, PA seeks a Senior Specialist, Client Service Management to enhance client service delivery for U.S.-based clients, including RIA and institutional businesses.

The role focuses on CIT documentation, onboarding, AML/KYC monitoring, billing support, and coordinating across Legal, Compliance, Sales, and multiple teams to resolve client issues.

Qualifications

• 1-3 years of experience in operations or client services within investments or financial services.
• Strong understanding of investment servicing, reporting, and operational processes.
• Excellent communication and stakeholder management skills.
• Experience managing escalations and driving timely issue resolution.
• Ability to work across multiple teams and functions.

Responsibilities

• Prepare, review, and negotiate CIT documentation for U.S.-based clients, partnering with Legal, Compliance, and Sales.
• Serve as a primary client service contact for BNY Advisors' RIA and Institutional businesses, providing trust and custody support, onboarding coordination, AML/KYC monitoring, and billing support.
• Support distribution activities, including coordination of RFP and DDQ responses, ensuring non-standard requirements are identified and risk-assessed and accepted by the business.
• Coordinate updates to client legal documentation after onboarding.
• Maintain client records relating to team responsibilities in an organized and accurate manner.
• Deliver exceptional service aligned with client needs and expectations across BNY Investments' products and services.
• Develop deep knowledge of products and services across multiple lines of business and geographies.
• Support team initiatives and projects as needed.

Skills

Experience in operations/client serv.

Investment servicing knowledge

Communication & stakeholder mgmt

Escalation management

Cross-team collaboration

Attention to detail & control

Multi-priority & service delivery

Experience with large client accounts

Job description

BNY Investments is seeking a Senior Specialist, Client Service Management in Pittsburgh, PA.

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

• 1-3 years of proven experience in an operations or client services role within investments or financial services.
• Strong understanding of investment servicing, reporting, and operational processes.
• Excellent communication and stakeholder management skills.
• Experience managing escalations and driving timely issue resolution.
• Proven ability to work effectively across multiple teams and functions.
• Strong attention to detail, organizational skills, and a high degree of control awareness.
• Ability to manage multiple priorities while continuously improving service delivery.
• Experience supporting large, complex client accounts and resolving critical, non-routine client issues by coordinating across internal and external stakeholders.

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

• Prepare, review, and negotiate CIT documentation for U.S.-based clients, partnering closely with Legal, Compliance, and Sales.
• Serve as a primary client service contact for BNY Advisors' RIA and Institutional businesses, providing ongoing trust and custody support, onboarding coordination, AML/KYC monitoring, and billing support.
• Support distribution activities, including coordination of RFP and DDQ responses, ensuring that any non-standard requirements are identified and appropriately risk-assessed and accepted by the business.
• Coordinate updates to client legal documentation required after onboarding.
• Maintain client records related to team responsibilities in a well-organized and accurate manner.
• Deliver exceptional service aligned with client needs and expectations across BNY Investments' products and services.
• Develop deep knowledge of products and services across multiple lines of business and geographies.
• Support team initiatives and projects as needed.