Specialist II, Client Coverage

Posted 9 Days Ago
Be an Early Applicant
New York, NY, USA
Hybrid
Junior
Fintech • Financial Services
The Role
Support client coverage and business development by managing client relationships and prospects to drive revenue growth. Maintain data integrity, produce accurate reporting, assist senior staff with deal evaluation and documentation, coordinate risk/compliance and cross-functional teams, and help optimize client relationships through research, analytics, and client feedback.
Summary Generated by Built In

We're seeking a future team member for the role of Specialist II, Client Coverage to join our Execution Services Client Platform team. This role is located in NYC, NY.


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

Facilitates new business with a portfolio of existing client relationships and/or new prospects, focusing on revenue growth through a combination of deepening and expanding existing relationships and cultivating new business. 

Ensures the highest level of customer service through research, analytics, and internal coordination. 

Results are accomplished through the application of technical expertise. 

Maintains the tracking database, assisting with data entry ensuring data integrity and quality assurance. 

Develop and ensure the accuracy of reporting. Assist more experienced staff to optimize the client relationship in order to grow revenue. 

Support more experienced staff to deliver the full value of the firm while gaining deep knowledge of the firm's product offerings and how they can best meet client needs with a solutions orientation. 

Assist with evaluating and documenting deals (pricing, contract terms, etc.) to ensure terms for both the client and the firm's commercial objectives & risk appetite are aligned. 

Work closely with related teams (client service, operations, etc.) and other firm-wide resources (marketing, legal, compliance, etc.) to ensure all risk management/compliance activities relevant to business development, relationship management, and/or account management activities are conducted and captured. 

Assist more experienced staff to foster a constructive feedback loop with clients. 

Ensures all client and deal info remains accurate and up to date in the appropriate reporting platforms. 

Foster cross-collaboration internally and connect-the-dots across the firm. 

Remain intellectually curious about products within the firm to keep informed and up to date on all firm offerings. 

In support of more senior staff, responsible for achievement of organic, incremental growth (revenue, asset) goals within assigned client portfolio (may span across business lines). No direct reports. Modified based upon local regulations/requirements. 

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

Bachelors degree or the equivalent combination of education and experience is required. 

Advanced/graduate degree preferred. 0-2 years of total work experience preferred. 

Financial Services experience with a particular client type or product (Hedge, Pension, etc.) preferred as is prior experience in a related customer-facing role, Sales Support, Global Capital Markets or Product Management. 

Applicable local/regional licenses or certifications as required by the business. 

A good understanding of the relevant marketplace, competitive landscape and industry drivers in the relevant region is preferred. 

As global firm, bi-lingual capabilities are helpful as is an understanding of local/cultural nuances important for client trust.

About Us

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. About the Team

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.

    BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting. 

    Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

    If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

    Skills Required

    • Bachelor's degree or equivalent combination of education and experience
    • Advanced/graduate degree
    • 0-2 years of total work experience
    • Financial services experience with a particular client type or product (Hedge, Pension, etc.)
    • Prior customer-facing role, Sales Support, Global Capital Markets or Product Management experience
    • Applicable local/regional licenses or certifications as required by the business
    • Good understanding of the relevant marketplace, competitive landscape and industry drivers in the region
    • Bi-lingual capabilities

    BNY Compensation & Benefits Highlights

    The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about BNY and has not been reviewed or approved by BNY.

    • Healthcare Strength Health coverage includes comprehensive options with a $0‑premium plan for eligible lower earners, expanded mental‑health support with personalized therapy, and strong income protection through short‑ and long‑term disability. These features have been recently enhanced and are paired with dental and vision coverage.
    • Parental & Family Support Parental leave provides 16 weeks of fully paid time for all parents, with added support such as adoption assistance. This breadth offers strong coverage for major family events.
    • Retirement Support The 401(k) program includes a company match and Roth options to support long‑term savings. Additional financial programs like tuition assistance and savings vehicles complement retirement readiness.

    BNY Insights

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    The Company
    HQ: New York, NY
    41,739 Employees

    What We Do

    We help make money work for the world — managing it, moving it and keeping it safe. As a leading global financial services company at the center of the world’s financial system, we touch nearly 20% of the world’s investable assets. Today we help over 90% of Fortune 100 companies and nearly all the top 100 banks globally access the money they need. For 240 years we have partnered alongside our clients to create solutions that benefit businesses, communities and people everywhere.

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