Specialist, Client Service

BNY; Pittsburgh (Allegheny County); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

401(k) plan

Health insurance

Dental insurance

Vision insurance

Life insurance

Paid vacation

Paid sick leave

Volunteer time

Job summary

BNY Wealth Management in Pittsburgh, PA is seeking a Specialist, Client Service to deliver high‑quality support to external clients. You will resolve operational and technical issues and guide clients to the right resources within BNY.

The role requires 0–3 years of experience, a bachelor’s degree or equivalent, and strong communication and problem‑solving skills to address inquiries, document issues, and support client satisfaction across a defined product suite.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• 0–3 years of total work experience preferred.
• Experience in an operational area and/or client services is preferred.
• Ability to communicate clearly and effectively with clients and internal teams.

Responsibilities

• Work directly with external clients to resolve day‑to‑day issues and guide them to the appropriate resources within BNY.
• Support clients by addressing operational and technical questions or issues, ensuring timely and accurate execution of requests.
• Apply problem‑solving skills using precedence and experience to deliver high‑quality service to a specialized client base.
• Provide clients with information about BNY products and services across a limited number of lines of business and geographies, directing them to the right resources as needed.
• Monitor client inquiries and escalates non‑routine or complex issues to the appropriate team members.
• Track and document general client issues and needs to support business development efforts.
• Participate in internal initiatives aimed at improving the overall client experience.

Skills

Client service

Communication

Problem solving

Operational support

Education

Bachelor’s degree or equivalent

Job description

Specialist, Client Service

Join BNY’s Wealth Management team in Pittsburgh, PA as a Specialist in Client Service. Your role will focus on delivering high‑quality support to external clients, resolving operational and technical issues, and guiding them to appropriate resources.

Responsibilities

• Work directly with external clients to resolve day‑to‑day issues and guide them to the appropriate resources within BNY.
• Support clients by addressing operational and technical questions or issues, ensuring timely and accurate execution of requests.
• Apply problem‑solving skills using precedence and experience to deliver high‑quality service to a specialized client base.
• Provide clients with information about BNY products and services across a limited number of lines of business and geographies, directing them to the right resources as needed.
• Monitor client inquiries and escalates non‑routine or complex issues to the appropriate team members.
• Track and document general client issues and needs to support business development efforts.
• Participate in internal initiatives aimed at improving the overall client experience.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• 0–3 years of total work experience preferred.
• Experience in an operational area and/or client services is preferred.
• Ability to communicate clearly and effectively with clients and internal teams.

Benefits

BNY offers highly competitive compensation, benefits, and wellbeing programs. Benefits include a 401(k) plan, health, dental, vision, and life insurance, paid vacation and sick leave, paid volunteer time, and other employee programs.

BNY is an Equal Employment Opportunity/Affirmative Action Employer – Minorities/Females/Individuals with Disabilities/Protected Veterans. The company is committed to building a diverse and inclusive workforce.