At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000 employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.

We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.

As a leading wealth manager, BNY Wealth Management is focused on helping successful individuals and their families build, manage and sustain their wealth across generations and market cycles. Through a unique service model focused on five Active Wealth practices — Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies — they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations.

We’re seeking a future team member for the role of Associate, Lead Client Service Representative II to join our Wealth Management team. This role is located in Pittsburgh, PA - HYBRID.

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

• Directs daily work for team members and serves as the technical expert for the most complex transactions and processes.
• Independently assists clients by responding to complex phone, email and other inquiries regarding the most technically advanced company products, services and procedures.
• Provides technical assistance for the most complex issues that have been escalated by junior team members and guides junior team members towards solutions.
• Researches and resolves complex operational or client issues.
• Identifies trends in client issues and proposes solutions.
• Monitors resource allocation and directs work for team to allow team to best respond to client inquiries that require department or product specific technical knowledge.
• May formally assign work to team and be held accountable for teams work completion and quality.
• Monitors team efficiency and develops and implements process improvement tactics.
• Provides guidance to less experienced staff.
• Likely serves as the team leader for a team of support staff
• Helps develop and supports the achievement of team objectives.
• The Wealth Management Authentication Unit is responsible for the verification of authority, identity and details within various client requests. This may include monetary disbursements, sensitive information and account maintenance supporting Investment Management and Private Banking business with direct client contact. 

To be successful in this role, we’re seeking the following: 

• High school/secondary school or the equivalent combination of education and experience is required.
• Bachelors degree preferred.
• 5-7 years of total work experience preferred.
• Experience in financial services preferred.

At BNY, our culture speaks for itself. Here’s a few of our awards:

• America’s Most Innovative Companies, Fortune, 2024
• World’s Most Admired Companies, Fortune 2024
• Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
• Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024
• “Most Just Companies”, Just Capital and CNBC, 2024
• Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
• Bloomberg’s Gender Equality Index (GEI), 2023

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.