Specialist, Client Service II

BNY; Pittsburgh (Allegheny County); On-site; USD 55,000 - 75,000; Full time

Job summary

BNY is seeking a Specialist Client Service II in Pittsburgh, PA. The role focuses on delivering high-quality client service, handling banking inquiries, and supporting account-related tasks for a specialized client base.

You’ll work with a team to manage transactions and resolve issues efficiently. The ideal candidate has a Bachelor's degree and 3–5 years in client services or operations, with preferred licenses 7 and 63 or the ability to obtain them.

Qualifications

• Bachelor's degree or equivalent experience required.
• 3-5 years of client services or operations experience.
• Licenses 7 and 63 preferred or ability to obtain them within a set timeframe.

Responsibilities

• Handle general banking inquiries for clients via high volumes of calls and emails.
• Conduct relationship reviews and manage daily overdrafts.
• Process mail deposits, close accounts, and open new accounts for existing clients.
• Resolve day-to-day issues and escalate complex ones to the appropriate team.
• Provide information on BNY products and services to a targeted client base.

Skills

Client service

Phone inquiries

Relationship reviews

Financial transactions processing

Education

Bachelor's degree

7 and 63 licenses (preferred)

Job description

Job Description

We’re seeking a future team member for the role of Specialist Client Service II to join our team. This role is located in Pittsburgh, PA.

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

• Supports clients directly by handling all general banking inquiries
• Responsibilities include conducting relationship reviews, managing daily overdrafts, processing mail deposits, closing accounts, and opening additional accounts for existing clients
• Team Members process a high volume of monetary and non-monetary transactions and requests
• Work directly with external clients to resolve day-to-day issues
• Support clients with handling all general banking inquiries via a high volume of emails and phone calls.
• Responsible for processing high volume of monetary and non-monetary transactions
• Be able to prioritize work and completing client request in a timely manner
• Apply problem-solving skills and assist clients with research matters
• Use communication skills to deliver high-quality service to a specialized client base
• Provide clients information related to BNY products and services representing a limited number of lines of business
• Leverage a general understanding of broader BNY services and offerings
• Monitor client inquiries and escalate non-routine or complex issues to the appropriate team member, as needed
• Participate in internal activities and initiatives designed to improve the client experience
• Monitors client inquiries, resolves non-routine issues and escalates complex issues to the appropriate team member, as needed

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

• Bachelors degree or the equivalent combination of education and experience is required.
• 3-5 years of total work experience preferred.
• Experience in an operational area and/or client services preferred.
• 7 and 63 licenses preferred, or ability to obtain them with a specified amount of time.
• May have people management responsibilities in some geographies. Provides guidance to less experienced team members.

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.