- 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.
Job description provided by BNY.
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