Senior Specialist, Client Enablement

BNY Mellon • Pittsburgh, PA

4h

About The Position

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

• 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: 1-10 employees