BNY Wealth Newport Beach CA

Senior Specialist, Client Enablement

Full-time · Pittsburgh, PA
✓ Verified live on the employer's own system · added 115 days ago
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Mid-level · 3+ yrs exp

Requirements

Education: Bachelor's degree

Experience: 3+ years

Skills & tools

RecruitingProject ManagementEmployee OffboardingRecordkeepingTest Data ManagementCustomer SuccessCustomer Service

Benefits — mentioned in this posting

Wellness & perksPaid time off
Apply on company site ↗ See your fit → free

Full job description

Note: This is a pipeline requisition and does not represent any one particular job opening. By applying to this pipeline requisition, your interest will be reviewed for multiple potential openings based upon your background and disclosed work preference. We welcome you to apply!

When applying to this general posting, our expert BNY Talent Acquisition Team may also review your resume for consideration across other open roles within the company. 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. We’re seeking a future team member for the role of Senior Specialist, Client Enablement to join our Global Payments & Trade, Enablement team. This role is located in Pittsburgh, PA.

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

  • Member of a team responsible for advising clients or providing project management support for onboarding/transition/conversion/offboarding and testing.
  • Following established check lists for the process; directs contact with client and their record keepers to build the appropriate client setup/structure/funding.
  • Processes and reconciles test data
  • Including reviewing test results with client or record keeper.
  • Identifying and reporting data issues.
  • Advises and guides clients on appropriate solutions and shepherds through to resolution.
  • Researches, develops and establishes methodologies, protocols and processes to facilitate or improve project management and/or the client onboarding/transition/conversion experience.
  • Participates with team in activities that align with their functional objectives.
  • Adheres to team standard operating procedures.
  • Tracks and reports on results and outcomes for client implementations and projects.
  • Understands team metrics and dashboards.
  • Liaises with peer leaders on product, technology or client service teams to ensure appropriate integration of activities and required hand-offs.
  • Resolves complex client onboarding/transition/conversion issues. To be successful in this role, we’re seeking the following:
  • Bachelors degree or the equivalent combination of education and experience is required.
  • 3-5+ years of total work experience and at least 1+ year(s) of project management experience preferred. 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.

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This posting was published by BNY Wealth Newport Beach CA on their own careers system and is shown here with a direct link to apply there. Employers: for corrections or removal, contact jobs@veritahire.com.