Specialist, Client Coverage

We’re seeking a future team member for the role of Specialist, Client Coverage to join our Corporate Trust team. 

This role is located in Spain and will primarily support a senior Relationship Manager in the day-to-day management of client relationships, business development activity, and related administrative and coordination responsibilities, while also taking responsibility for a limited number of lower-complexity client accounts under appropriate supervision.

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

• Support the senior Relationship Manager in the day-to-day management of client relationships, while taking responsibility for a limited number of lower-complexity client accounts, including routine client interaction, internal coordination, and follow-up under appropriate supervision.
• Own client engagement and internal coordination for designated new deals throughout onboarding, ensuring a positive client experience.
• Act as backup to the RM when required (e.g., travel, client meetings, vacation).
• Assist in preparing for client meetings, business presentations, internal discussions, and follow-up actions by coordinating agendas, materials, and presentation content.
• Support the maintenance of client, pipeline, and sales activity records, ensuring information is updated accurately and in a timely manner across internal systems and trackers.
• Help coordinate onboarding and client maintenance activities, including documentation gathering, KYC-related processes, internal approvals, and follow-up with relevant stakeholders.
• Act as a coordination point between the senior Relationship Manager and internal teams including Product, Client Service, Implementation, Operations, Legal, Compliance, and KYC.
• Prepare presentation packs, briefing materials, reports, and other supporting documentation for client coverage and business development purposes.
• Conduct market and client-related research to support the senior Relationship Manager in identifying opportunities and preparing for client interactions.
• Maintain high standards of accuracy, organization, and confidentiality across client files, meeting notes, contact records, and internal documentation.
• Identify opportunities to improve team processes, coordination, and administrative efficiency through effective organization and use of available tools.

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

• Bachelor’s degree or equivalent combination of education and relevant work experience.
• Relevant experience in sales support, client support, relationship management support, junior relationship management, business administration, or financial services preferred.
• Interest in developing experience within client coverage and relationship management in a Corporate Trust environment.
• Strong organizational and administrative skills, with the ability to manage multiple priorities and work to deadlines.
• Excellent written and verbal communication skills and the ability to interact effectively with internal stakeholders and clients.
• High attention to detail, a proactive approach, and a strong sense of ownership over deliverables and follow-up actions.
• Strong collaboration skills and the ability to work effectively across multiple teams and functions.
• Proficiency in Microsoft Office applications, including Excel, PowerPoint, Word, and Outlook.
• Experience with internal systems, reporting tools, onboarding processes, or client management platforms is an advantage.
• Professional proficiency in English and Spanish.

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.

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.