Senior Specialist, Client Service - BNY Investments

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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.

BNY Investments is a leading investment manager, with $2.2 Trillion in assets under management. Through an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY.

Client Enablement is a global function that provides specialist support to BNY Investments Clients, working closely with Relationship Management and Client Services. The team’s main focus is the onboarding of new clients and distributor relationships, specifically the preparation and negotiation of legal documentation and identification and risk acceptance of non-standard requirements. In addition, Client Enablement supports mandate governance for existing clients as well as the implementation of ethical threshold-based restrictions. The team also supports regulatory change agenda where impacts to clients/client-facing teams are identified. Finally, team members co-ordinate and support responses to ESG-related ad-hoc queries from a range of stakeholders, including clients, prospects, platforms, distributors and consultants.

We’re seeking a future team member for the role of Senior Specialist, Client Service to join the BNY Investments team. This role is located in Pittsburgh.

In this role, you’ll make an impact in the following ways: 

• Preparation, review, negotiation of CIT documentation for US based clients, working closely with Legal, Compliance the business.

• Triage and negotiation of bespoke IMAs (including investment guidelines) for SMAs, working closely with Legal, Compliance and the business to firstly identify non-standard requirements and then to either negotiate, identify workable solutions and/or obtain business risk acceptance for such items.

• Act as gatekeepers to the BNY Investments Business Acceptance Council, the forum that risk accepts non-standard client requirements.

• Support distribution activities, including binding RFPs, to ensure any non-standard requirements are identified and then risk accepted by the business.

• Co-ordinate any changes to client legal documents required post onboarding.

• Support sub-advisory clients with prospectus/SAI updates.

• Maintain client records related to team responsibilities in an organised fashion.

• Perform key control functions in respect of mandate governance, ensuring any issues identified are resolved promptly and efficiently.

• Represent client-facing teams in respect of any regulatory change initiatives, attending internal and external working groups, identifying impacts to Newton’s client’s and/or distribution operating model, developing solutions and overseeing implementation to ensure compliance.

• Support team initiatives and projects as required.

To be successful in this role, we’re seeking the following: 

• 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, organisational skills, and control awareness
• Ability to manage multiple priorities and improve service delivery