What are the responsibilities and job description for the Senior Associate, Client Service Data Insights & Analytics position at BNY External Career Site?
Senior Associate, Client Service Data Insights & Analytics
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 are seeking a future team member for the role of Senior Associate, Client Service Data Insights and Analytics to join our Team. This role supports the Enterprise CRM (ECRM) user base and focuses on User Support, Enablement and Training. The role is located in Pittsburgh, PA.
In this role, you’ll make an impact in the following ways:
- User onboarding & support, issue management and resolution tracking
- Conduct routine ECRM user “Office Hours” meetings, giving users an opportunity to ask questions about system functionality, issues, and best practices
- Work with subject matter experts and engineering teams to collect information that will be developed into learning modules
- Schedule and conduct training programs in support of ECRM platform enablement
- Maintain repository of ECRM documents library on SharePoint site
- Assist with the remediation of user support requests as escalated by the production support help desk
To be successful in this role, we’re seeking the following:
- Bachelor's degree in business or a related discipline, or equivalent work experience required
- 2-5 years of experience developing training materials and supporting users working on Customer Relationship Management (CRM) systems or similar technology
- Strong communication and presentation skills (both verbal and written); able to articulate complex information in a clear, concise manner
- Proficient in MS Word, MS Excel & MS PowerPoint. Experience with SharePoint, Microsoft Dynamics is a plus
- Ability to work effectively under pressure with changing priorities and deadlines
- Ability to work collaboratively and develop solid working relationships
- Intellectual curiosity; desire to constantly learn and continuously improve
- Demonstrate excellent judgement and decision making
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.