Specialist, Client Service Management II

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. Responsibilities Complete and coordinate configuration of Third‑Party Money Managers onto the Managed Accounts Solutions platform and maintain configuration data post‑onboarding. Configure and coordinate the Manager Onboarding process, including updating internal systems, following up on delegated setup tasks, and communicating next steps/completion to stakeholders. Maintain and ensure integrity of manager system data, coordinating maintenance activities with internal and external parties. Reconcile the PAS SharePoint for RIA manager/style requests weekly. Monitor queues in Growth Dynamics, Access Hub, Microsoft Dynamics and ServiceNow for action items. Identify and escalate problematic issues or patterns with requests submitted to the team. Research items prior to reaching out to other parties and leverage assistance from teammates. Qualifications Bachelor's degree in Business or related field preferred; or relevant experience. 3‑5 years of total work experience preferred, with operational or client‑services background. Strong time‑management, communication and prioritization skills required. Must be exceptionally organized and able to articulate regular status updates. Managed Accounts experience preferred. Excel proficiency required. Benefits BNY offers competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and a pay‑for‑performance philosophy. We provide flexible resources and tools, paid leave, paid volunteer time, and a comprehensive benefits suite including 401(k), medical, dental, vision and basic life insurance plans, vacation and sick time. Equal Employment Opportunity BNY is an Equal Employment Opportunity/Affirmative Action Employer – Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. #J-18808-Ljbffr BNY