Specialist, Client Service Management II

BNY; Pittsburgh (Allegheny County); On-site; USD 65,000 - 90,000; Full time

Job summary

BNY Mellon in Pittsburgh, PA seeks a Specialist, Client Service Management II to join Wealth Management. You will partner with bankers, advisors, and internal partners to deliver exceptional client experiences and oversee onboarding, KYC, and servicing activities.

The role emphasizes accurate processing, risk awareness, and proactive relationship management, requiring strong communication, organization, and the ability to manage multiple priorities in a fast-paced environment.

Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• 3–5 years of banking, wealth management, or client service experience.
• Strong organizational skills and attention to detail.
• Excellent verbal and written communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with Microsoft Office applications and client servicing platforms.

Responsibilities

• Serve as day-to-day contact for routine client servicing.
• Prepare materials and coordinate follow-up actions for client meetings.
• Assist with onboarding, KYC/CIP and account openings.
• Process client servicing transactions with high accuracy.
• Identify and escalate potential risks and compliance issues.
• Collaborate with bankers, advisors and internal partners to enhance client experience.

Skills

Strong organizational skills

Excellent verbal and written comms

Ability to manage multiple priorities

Education

Bachelor's degree

Tools

Microsoft Office

Client servicing platforms

Job description

Job Description

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

The Specialist, Client Service Management II serves as a key member of the client coverage team, partnering with Bankers, Wealth Advisors, Private Banking Associates, and internal service partners to deliver a high‑quality client experience.

The role is responsible for managing routine client servicing activities while also supporting onboarding, account opening, KYC documentation, relationship maintenance, and proactive client engagement.

The Specialist acts as a trusted point of contact for clients and internal stakeholders, ensuring requests are completed accurately, risks are appropriately managed, and new client relationships are onboarded efficiently. Success in this role requires strong client service skills, attention to detail, operational excellence, and the ability to build and maintain effective relationships.

Primary Responsibilities

Client Service & Relationship Support

• Serve as a day‑to‑day point of contact for routine client servicing needs.
• Deliver exceptional service and maintain high levels of client satisfaction.
• Proactively follow up on client requests and ensure timely resolution of issues.
• Build working relationships with clients, bankers, advisors, and internal partners.
• Support client meetings by preparing materials, gathering information, and coordinating follow‑up actions.
• Identify opportunities to improve the client experience and streamline servicing processes.

Account Opening & Onboarding

• Prepare and coordinate documentation for new account openings, maintenance requests, and account updates.
• Assist with KYC, CIP, due diligence, and onboarding requirements for individuals, trusts, businesses, and other entities.
• Partner with bankers and onboarding teams to ensure complete and accurate submissions.
• Monitor onboarding pipelines and proactively address documentation deficiencies.
• Support account transfers, relationship transitions, and product enrollment activities.

Transaction Processing & Account Servicing

• Execute a variety of client servicing and account maintenance transactions with a high degree of accuracy.
• Process account updates, documentation requests, service forms, and related operational activities.
• Coordinate with internal operations teams to ensure service requests are completed timely and accurately.
• Maintain adherence to established service levels, controls, and quality standards.
• Research and resolve routine client and operational inquiries.

Risk & Compliance

• Ensure all activities comply with firm policies, procedures, and regulatory requirements.
• Identify and elevate potential operational, compliance, or reputational risks.
• Maintain accurate client records and documentation.
• Support audit, compliance, and quality assurance activities as required.

Team Collaboration

• Work closely with bankers, advisors, private banking associates, and specialists across the organization.
• Participate in training initiatives and knowledge‑sharing activities.
• Contribute to process improvement efforts that enhance efficiency and client outcomes.
• Assist with special projects and business initiatives as assigned.

Qualifications

Required

• Bachelor's degree or equivalent combination of education and experience.
• 3–5 years of banking, wealth management, financial services, client service, onboarding, or operations experience.
• Strong organizational skills and attention to detail.
• Excellent verbal and written communication skills.
• Ability to manage multiple priorities in a fast‑paced environment.
• Proficiency with Microsoft Office applications and client servicing platforms.

Preferred

• Experience supporting private banking, wealth management, trust, or investment relationships.
• Experience with account opening, KYC, AML, and onboarding processes.
• Knowledge of deposit and lending products.
• Familiarity with workflow management and client relationship systems.

Success Measures

• Deliver an exceptional client experience.
• Complete onboarding and service requests accurately and efficiently.
• Demonstrate strong risk awareness and control discipline.
• Build credibility with clients and relationship teams.
• Serve as a trusted partner capable of supporting both operational and relationship‑management activities.

Benefits & 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 – Under‑represented racial and ethnic groups, females, individuals with disabilities, and protected veterans.

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. 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.