Senior Specialist, Client Service Management
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Before you apply
LocationPittsburgh, PA, United States
Typefull-time
SenioritySenior
Experience1–3 yrs
Company size10,000+ people
First seenNov 3, 2026 · 1d ago
Verified live1d ago
At a glanceSummarised by Seekless from the posting.
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
About the role
BNY Investments is seeking a Senior Specialist, Client Service Management in Pittsburgh, PA.
To be successful in this role, we’re seeking the following:
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1–3 years of proven experience in an operations or client services role within investments or financial services.
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Strong understanding of investment servicing, reporting, and operational processes.
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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:
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Prepare, review, and negotiate CIT documentation for U.S.-based clients, partnering closely with Legal, Compliance, and Sales.
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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.
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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.
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Coordinate updates to client legal documentation required after onboarding.
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Maintain client records related to team responsibilities in a well-organized and accurate manner.
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Deliver exceptional service aligned with client needs and expectations across BNY Investments’ products and services.
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Develop deep knowledge of products and services across multiple lines of business and geographies.
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Support team initiatives and projects as needed.
About the company
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.