Overview
Schedule
Full-time
Career level
Senior-level
Remote
On-site
Job Description
JobID: 82402
Category: Client Service Management
JobSchedule: Full time
Posted Date: 2026-10-30T17:42:26+00:00
JobShift: Day
Base Salary Min: 59000
BNY Investments is seeking a Senior Specialist, Client Service Management in Pittsburgh, PA.
To be successful in this role, we're seeking the following:
- 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.
In this role, you'll make an impact in the following ways:
- Prepare, review, and negotiate CIT documentation for U.S.-based clients, partnering closely 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 coordination of RFP and DDQ responses, ensuring that any non-standard requirements are identified and appropriately risk-assessed and accepted by the business.
- Coordinate updates to client legal documentation required after onboarding.
- Maintain client records related to team responsibilities in a well-organized and accurate manner.
- Deliver exceptional service aligned with client needs and expectations across BNY Investments' products and services.
- Develop deep knowledge of products and services across multiple lines of business and geographies.
- Support team initiatives and projects as needed.
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FAQs About Senior Specialist, Client Service Management Jobs at The Bank of New York Mellon
What is the work location for this position at The Bank of New York Mellon?
This job at The Bank of New York Mellon is located in Pittsburgh, PA, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at The Bank of New York Mellon?
Employer has not shared pay details for this role.
What employment applies to this position at The Bank of New York Mellon?
The Bank of New York Mellon lists this role as a Full-time position.
What experience level is required for this role at The Bank of New York Mellon?
The Bank of New York Mellon is looking for a candidate with "Senior-level" experience level.
What is the process to apply for this position at The Bank of New York Mellon?
You can apply for this role at The Bank of New York Mellon either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.