OpeningsFirst
How it worksPricingLog in
OpeningsFirst › Jobs in the United States › Jobs in Pittsburgh, Pennsylvania

Senior Specialist, Client Service Management

BNY · bny.com
PittsburghSenior1–3 yrs
Apply on BNY’s site
Posted 8 days ago. 5 more Customer Success jobs in Pittsburgh, Pennsylvania went up on company career pages this week. See the newer ones

Share this job on LinkedIn · X

Straight from the company’s own careers site.

The job in short

Client service management.

ComplianceLegal

Details

Found
7 d ago · posted 2026-10-30
Location
Pittsburgh, PA

Full description

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.

Customer Success jobs in Pittsburgh, Pennsylvania · Customer Success jobs in the United States · All BNY jobs · Senior Customer Success jobs in the United States · Senior and manager-level jobs in Pittsburgh, Pennsylvania · Senior roles at BNY

Get jobs like this every morning

Jobs in India · Jobs in the US · Who’s hiring in India · Who’s hiring in the US · How OpeningsFirst works · Free jobs widget · Leadership jobs in India · Leadership jobs in the US · Senior jobs in India · Senior jobs in the US · Fresher jobs in India · Entry-level jobs in the US · Remote jobs in the US · Jobs paying $150k+ · Leadership hiring this week · Guides
OpeningsFirst · Use with AI · Terms · Privacy · Refunds · Contact · Follow us on LinkedIn · X