Senior Specialist, Client Service

BNY

Senior Specialist managing client services and legal documentation for BNY Investments. Preparing and negotiating contracts while coordinating regulatory compliance and governance in Pittsburgh.

Posted 7/22/2026full-timePittsburgh • Pennsylvania • 🇺🇸 United StatesSenior💰 $59,000 - $120,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in investment servicing and operational processes, with a strong focus on client relationship management and regulatory compliance. Capable of negotiating bespoke investment management agreements and managing multiple priorities effectively.

Highest-signal resume keywords

Client-Facing ExperienceInvestment ServicingStakeholder ManagementIssue ResolutionAttention to Detail

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment Management AgreementsCIT Documentation PreparationRegulatory ComplianceOperational ProcessesMandate Governance

Soft Skills

Excellent CommunicationOrganisational SkillsControl Awareness

Industry Keywords

Financial ServicesClient Records ManagementRisk AcceptanceDistribution ActivitiesProspectus Updates

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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

Benefits

Comp & perks

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.