Specialist, Client Coverage II

BNY Mellon • Lake Mary, FL

6d • $52,000 - $83,000

About The Position

BNY is seeking a Specialist II, Client Coverage to join its Global Payments & Trade Client Executive team in Lake Mary, Florida. The role manages assigned small, non-complex client accounts, often involving a single product, and provides day-to-day client coverage. The incumbent is developing account-management experience and knowledge of the firm’s products and services, and may receive guidance from a more experienced Account Manager. Responsibilities are limited to the incumbent’s own accounts, with possible secondary support on a large or key account under the guidance of a senior Account Manager. The position has no direct reports.

BNY describes itself as a global financial services company serving the global financial system. The company highlights its use of AI and other technologies, its culture of employee growth, and its competitive compensation, benefits, and wellbeing programs.

Requirements

• Bachelor’s degree or an equivalent combination of education and experience.
• One to three-plus years of total work experience is preferred.
• Experience in Client Coverage, Sales, Account Management, or Client Service Delivery is preferred.

Nice To Haves

• Experience in Client Coverage, Sales, Account Management, or Client Service Delivery.
• One to three-plus years of total work experience.

Responsibilities

• Oversee assigned client accounts to support client satisfaction, prompt responses, efficient problem resolution, contract and operational compliance, risk mitigation, and KYC responsibilities.
• Consult with clients on best practices, solutions, and regulatory changes to support engagement.
• Proactively consult small, non-complex accounts, maintain client satisfaction, and listen for indications of client needs.
• Track and report client metrics.
• Serve as the day-to-day point of contact for clients.
• Stay informed about client account activity across the firm.
• Coordinate client service with relevant internal and external operations contacts, and escalate relevant issues to senior team members or management.
• Assist with client inquiries and resolve problems within the scope of knowledge.
• Develop an understanding of assigned clients’ business environments, industry trends, and competitor services and offerings.
• Provide secondary support on a large or key account when guided by a more senior Account Manager.

Benefits

• Competitive compensation and wellbeing programs.
• Paid leaves, including paid volunteer time; vacation and sick time may also be available depending on the position.
• Eligible employees may enroll in a 401(k) plan.
• Eligible employees may participate in company-sponsored medical, dental, vision, and basic life insurance plans for themselves and eligible dependents.
• Eligible employees may receive an annual discretionary incentive award.
• Access to flexible global resources and tools.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level