Senior Specialist, Client Service Management

About the job

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.

About Us

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.At BNY, our culture speaks for itself, check out the latest BNY news at BNY Newsroom & BNY LinkedIn

Here’s a few of our recent awards:

• America’s Most Innovative Companies, Fortune, 2025

• World’s Most Admired Companies, Fortune 2025

• “Most Just Companies”, Just Capital and CNBC, 2025

Our Benefits and Rewards:

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting.

Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

Additional Information

• Job Identification: 82402
• Job Category: Client Service Management
• Posting Date: 2026-10-30
• Job Schedule: Full time
• Locations: 500 Ross Street, Pittsburgh, PA, 15262, US ()
• Base Salary Min: 59000
• Base Salary Max: 80000