About this role
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 #LifeAtBNY is all about. Join us and be part of something extraordinary. 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.