Senior Specialist, Client Service Management

BNY Mellon • Pittsburgh, PA

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About The Position

BNY Investments is seeking a Senior Specialist, Client Service Management in Pittsburgh, Pennsylvania. This role supports BNY Advisors’ RIA and Institutional businesses by providing client service across trust and custody, onboarding, AML/KYC monitoring, and billing. The specialist also prepares and reviews U.S. client CIT documentation, coordinates distribution-related requests, and maintains accurate client records. The position works closely with internal and external stakeholders, including Legal, Compliance, and Sales, to resolve complex client issues, manage risk, and deliver service aligned with client needs and expectations. The role also supports team initiatives and projects and develops knowledge of products and services across multiple business lines and geographies.

Requirements

• 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.

Responsibilities

• Prepare, review, and negotiate CIT documentation for U.S.-based clients in partnership with Legal, Compliance, and Sales.
• Serve as a primary client service contact for BNY Advisors’ RIA and Institutional businesses.
• Provide ongoing trust and custody support, onboarding coordination, AML/KYC monitoring, and billing support.
• Coordinate RFP and DDQ responses and ensure non-standard requirements are identified, risk-assessed, and accepted by the business.
• Coordinate client legal documentation updates required after onboarding.
• Maintain accurate, well-organized client records related to team responsibilities.
• Deliver service aligned with client needs and expectations across BNY Investments’ products and services.
• Develop knowledge of products and services across multiple lines of business and geographies.
• Support team initiatives and projects as needed.
• Manage escalations and coordinate across internal and external stakeholders to resolve critical, non-routine client issues in a timely manner.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed