Senior Specialist, Client Service Management

BNY Mellon • Pittsburgh, PA

5d • $59,000 - $80,000

About The Position

BNY Investments is seeking a Senior Specialist, Client Service Management in Pittsburgh, Pennsylvania. The role provides client service and operational support to BNY Advisors’ RIA and Institutional businesses, including trust and custody support, onboarding coordination, AML/KYC monitoring, billing support, client documentation, and distribution activities. The position works closely with clients and internal partners such as Legal, Compliance, and Sales, and coordinates with internal and external stakeholders to resolve client issues and deliver service aligned with client needs. The role also supports team initiatives and projects and develops knowledge of products and services across multiple lines of business and geographies.

BNY describes its culture as supporting employee growth and success through collaboration, advanced technology, and client-focused solutions. Compensation is competitive and may include eligibility for an annual discretionary incentive award. Eligible employees may participate in a 401(k) plan and company-sponsored medical, dental, vision, and basic life insurance plans, along with certain paid time off and other benefits, subject to position and plan eligibility.

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.
• 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, providing ongoing trust and custody support, onboarding coordination, AML/KYC monitoring, and billing support.
• Support distribution activities, including coordinating RFP and DDQ responses and ensuring non-standard requirements are identified, risk-assessed, and accepted by the business.
• Coordinate updates to client legal documentation required after onboarding.
• Maintain accurate and 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.
• Coordinate across internal and external stakeholders to resolve critical, non-routine client issues.

Benefits

• Competitive compensation.
• Potential eligibility for an annual discretionary incentive award.
• Eligible employees may enroll in a 401(k) plan.
• Company-sponsored medical, dental, vision, and basic life insurance plans for eligible employees and dependents.
• Various paid time off benefits, such as vacation and sick time, depending on the position offered.
• Generous paid leaves, including paid volunteer time.
• Wellbeing programs and flexible global resources and tools.

What This Job Offers

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