Senior Specialist, Client Enablement

BNY Mellon • Pittsburgh, PA

1d

About The Position

Description Note: This is a pipeline requisition and does not represent any one particular job opening. By applying to this pipeline requisition, your interest will be reviewed for multiple potential openings based upon your background and disclosed work preference. We welcome you to apply! When applying to this general posting, our expert BNY Talent Acquisition Team may also review your resume for consideration across other open roles within 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. We’re seeking a future team member for the role of Senior Specialist, Client Enablement to join our Global Payments & Trade, Enablement team. This role is located in Pittsburgh, PA. In this role, you’ll make an impact in the following ways: Member of a team responsible for advising clients or providing project management support for onboarding/transition/conversion/offboarding and testing. Following established check lists for the process; directs contact with client and their record keepers to build the appropriate client setup/structure/funding. Processes and reconciles test data - Including reviewing test results with client or record keeper. Identifying and reporting data issues. Advises and guides clients on appropriate solutions and shepherds through to resolution. Researches, develops and establishes methodologies, protocols and processes to facilitate or improve project management and/or the client onboarding/transition/conversion experience. Participates with team in activities that align with their functional objectives. Adheres to team standard operating procedures. Tracks and reports on results and outcomes for client implementations and projects. Understands team metrics and dashboards. Liaises with peer leaders on product, technology or client service teams to ensure appropriate integration of activities and required hand-offs. Resolves complex client onboarding/transition/conversion issues.

Requirements

• Bachelors degree or the equivalent combination of education and experience is required.
• 3-5+ years of total work experience and at least 1+ year(s) of project management experience preferred.

Responsibilities

• Member of a team responsible for advising clients or providing project management support for onboarding/transition/conversion/offboarding and testing.
• Following established check lists for the process; directs contact with client and their record keepers to build the appropriate client setup/structure/funding.
• Processes and reconciles test data - Including reviewing test results with client or record keeper.
• Identifying and reporting data issues.
• Advises and guides clients on appropriate solutions and shepherds through to resolution.
• Researches, develops and establishes methodologies, protocols and processes to facilitate or improve project management and/or the client onboarding/transition/conversion experience.
• Participates with team in activities that align with their functional objectives.
• Adheres to team standard operating procedures.
• Tracks and reports on results and outcomes for client implementations and projects.
• Understands team metrics and dashboards.
• Liaises with peer leaders on product, technology or client service teams to ensure appropriate integration of activities and required hand-offs.
• Resolves complex client onboarding/transition/conversion issues.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees