Senior Specialist, Client Service - BNY Investments

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.

- 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.

- 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.

- 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