at BNY Mellon
Asset ManagementPosted 2 months ago
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Specialist, Client Service Representative I in BNY's Wealth Management team based in Pittsburgh, PA. This role completes daily work for the team and serves as the subject matter expert for transactions and processes, researches and resolves complex client issues, and identifies trends to propose solutions. It also supports process improvements, helps achieve team objectives, and performs fraud prevention by reviewing disbursement tasks for red flags. The role requires 3-5 years of total work experience and preferred background in financial services and investment management; a Bachelor's degree is preferred.
- Compensation
- Not specified USD
- City
- Pittsburgh
- Country
- United States
Currency: $ (USD)
Full Job Description
Specialist, Client Service Representative I
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 worlds 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.
Were seeking a future team member for the role of Specialist, Client Service Representative I to join our Wealth Management team. This role is located in Pittsburgh, PA.
In this role, youll make an impact in the following ways:
- Completes daily work for the team and serves as the subject matter expert for transactions and processes.
- Researches and resolves complex operational or client issues. Identifies trends in client issues and proposes solutions.
- Suggest and implement process improvements.
- Helps develop and support the achievement of team objectives.
- Functions in a fraud prevention role by reviewing disbursement tasks for red flags.
- Understand, enforce, and communicate internal policies and procedures with front office colleagues.
- Use excellent client service skills to provide best-in-class interactions for our clients.
To be successful in this role, were seeking the following:
- Bachelors degree preferred.
- 3-5 years of total work experience preferred.
- Experience in financial services preferred.
- Experience in Investment Management preferred
At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom
BNY LinkedIn
Heres a few of our recent awards:
- Americas Most Innovative Companies, Fortune, 2025
- Worlds 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 lifes 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.
