Senior Specialist, Client Service Management

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<p>BNY Investments is seeking a Senior Specialist, Client Service Management in Pittsburgh, PA.<br><br><strong>To be successful in this role, we’re seeking the following:</strong></p><ul style="list-style-type: disc;"><li><strong>1–3 years of proven experience</strong> in an operations or client services role within investments or financial services.</li><li>Strong understanding of <strong>investment servicing, reporting, and operational processes</strong>.</li><li>Excellent <strong>communication and stakeholder management</strong> skills.</li><li>Experience managing <strong>escalations</strong> and driving timely issue resolution.</li><li>Proven ability to work effectively across <strong>multiple teams and functions</strong>.</li><li>Strong attention to detail, organizational skills, and a high degree of <strong>control awareness</strong>.</li><li>Ability to manage multiple priorities while continuously improving <strong>service delivery</strong>.</li><li>Experience supporting <strong>large, complex client accounts</strong> and resolving critical, non-routine client issues by coordinating across internal and external stakeholders.</li></ul><p><strong>In this role, you’ll make an impact in the following ways:</strong></p><ul style="list-style-type: disc;"><li>Prepare, review, and negotiate <strong>CIT documentation</strong> for U.S.-based clients, partnering closely with Legal, Compliance, and Sales.</li><li>Serve as a primary client service contact for <strong>BNY Advisors’ RIA and Institutional businesses</strong>, providing ongoing trust and custody support, onboarding coordination, AML/KYC monitoring, and billing support.</li><li>Support distribution activities, including coordination of <strong>RFP and DDQ responses</strong>, ensuring that any non-standard requirements are identified and appropriately risk-assessed and accepted by the business.</li><li>Coordinate updates to <strong>client legal documentation</strong> required after onboarding.</li><li>Maintain client records related to team responsibilities in a well-organized and accurate manner.</li><li>Deliver exceptional service aligned with client needs and expectations across <strong>BNY Investments’ products and services</strong>.</li><li>Develop deep knowledge of products and services across multiple lines of business and geographies.</li><li>Support team initiatives and projects as needed.</li></ul>

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