Sr. Client Service Specialist managing client risk management solutions for The Baldwin Group in Texas. Working closely with advisors and dedicated professionals to analyze client data and evaluate needs.
About the role
- Client Service and Sales Support specialist assisting the sales team at BNY Investments in Milan. Providing administrative and technical support to achieve sales goals.
Responsibilities
- Coordinate distribution of market‑specific reporting and sales promotions to Italian institutional clients and consultants.
- Handle operational requests from clients and liaise with the London and Pune teams where needed.
- Assist with RFP coordination, large‑trade communications, and share‑class or commercial queries relevant to the Italy market.
- Provide language‑specific client service support, including platform relationships and local documentation needs.
Requirements
- Strong Italian and English communication skills, both written and verbal.
- Ability to manage several tasks at once and prioritise in a sales‑driven environment.
- Experience with Salesforce or similar CRM tools.
- Good understanding of investment products common to the Italian institutional market (e.g., pension funds, consultants, platforms).
- Solid organisational skills with attention to accuracy in reporting and client information.
- Comfortable working with teams across locations (Italy, London, Pune) and coordinating inputs from multiple stakeholders.
Benefits
- 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.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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