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 risk acceptance of non-standard requirements. The team also supports mandate governance, ethical restrictions, and regulatory change initiatives. Additionally, team members coordinate and support responses to ESG-related queries. We are seeking a Senior Specialist, Client Service to join the BNY Investments team 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, organizational skills, and control awareness.
- Ability to manage multiple priorities and improve service delivery.
Responsibilities
- Preparation, review, and negotiation of CIT documentation for US-based clients, collaborating with Legal, Compliance, and the business.
- Triage and negotiation of bespoke IMAs (including investment guidelines) for SMAs, identifying and resolving non-standard requirements with Legal, Compliance, and the business.
- Act as gatekeepers to the BNY Investments Business Acceptance Council for risk acceptance of non-standard client requirements.
- Support distribution activities, including binding RFPs, to ensure non-standard requirements are identified and risk-accepted.
- Coordinate changes to client legal documents post-onboarding.
- Support sub-advisory clients with prospectus/SAI updates.
- Maintain organized client records related to team responsibilities.
- Perform key control functions for mandate governance, ensuring prompt resolution of identified issues.
- Represent client-facing teams in regulatory change initiatives, identifying impacts, developing solutions, and overseeing implementation.
- Support team initiatives and projects as required.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
