Senior Specialist, Client Service - BNY Investments
About The Position
BNY Investments is a leading investment manager with $2.2 Trillion in assets under management. The Client Enablement team provides specialist support to BNY Investments Clients, focusing on onboarding new clients and distributor relationships, including the preparation and negotiation of legal documentation and identification and risk acceptance of non-standard requirements. The team also supports mandate governance for existing clients, the implementation of ethical threshold-based restrictions, and the regulatory change agenda impacting clients. Additionally, team members coordinate and support responses to ESG-related ad-hoc queries from various stakeholders. This role is located in Pittsburgh.
Requirements
- Proven experience in a client-facing role within investments or financial services
- Strong understanding of investment servicing, reporting, and operational processes
- Excellent communication and stakeholder management skills
- Experience handling escalations and driving issue resolution
- Strong attention to detail, organisational skills, and control awareness
- Ability to manage multiple priorities and improve service delivery
Responsibilities
- Preparation, review, negotiation of CIT documentation for US based clients, working closely with Legal, Compliance the business.
- Triage and negotiation of bespoke IMAs (including investment guidelines) for SMAs, working closely with Legal, Compliance and the business to firstly identify non-standard requirements and then to either negotiate, identify workable solutions and/or obtain business risk acceptance for such items.
- Act as gatekeepers to the BNY Investments Business Acceptance Council, the forum that risk accepts non-standard client requirements.
- Support distribution activities, including binding RFPs, to ensure any non-standard requirements are identified and then risk accepted by the business.
- Co-ordinate any changes to client legal documents required post onboarding.
- Support sub-advisory clients with prospectus/SAI updates.
- Maintain client records related to team responsibilities in an organised fashion.
- Perform key control functions in respect of mandate governance, ensuring any issues identified are resolved promptly and efficiently.
- Represent client-facing teams in respect of any regulatory change initiatives, attending internal and external working groups, identifying impacts to Newton’s client’s and/or distribution operating model, developing solutions and overseeing implementation to ensure compliance.
- Support team initiatives and projects as required.
Benefits
- Highly competitive compensation
- Benefits and wellbeing programs
- Access to flexible global resources and tools
- Generous paid leaves
- Paid volunteer time
- 401(k) plan
- Company-sponsored medical, dental, vision, and basic life insurance plans
- Various paid time off benefits, such as vacation and sick time
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
