Associate Wealth Advisor, Client Coverage

BNY Mellon; New Jersey; On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Competitive compensation

Volunteer time off

401(k) plan and benefits

Job summary

BNY Mellon is seeking a Senior Specialist, Client Coverage to join our Wealth Management team in Berkeley Heights, NJ. You will manage client relationships and support Wealth Advisors, coordinating tailored financial solutions and maintaining CRM records.

The role includes portfolio oversight, revenue growth, and office-management duties typical of a smaller regional office. Requires a degree and 2–4 years in financial services with client exposure.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience; advanced/graduate degree preferred.
• 2–4 years of relevant work experience, preferably in financial services with direct exposure to clients.
• Prior experience in customer-facing roles such as Sales Support, Banking, or Product Management is preferred.
• Prior completion of the SIE, Series 7, and Series 66 is preferred.
• Bi-lingual capabilities and cultural awareness are a plus to build client trust in a global environment.

Responsibilities

• You will manage a portfolio of existing client relationships, focusing on both client service and revenue growth through deepening and expanding relationships.
• You will develop an understanding of existing client needs and coordinate the delivery of tailored solutions aligned with the firm’s value proposition across verticals in planning, banking, fiduciary and more.
• You will partner with Portfolio Managers/Associate Portfolio Managers to ensure the broader financial plan remains aligned with the investment strategy.
• You will prepare for, coordinate and participate in client meetings and touch points and ensure the recording of same in our CRM system.
• You will generate and maintain net worth statements, cash flow analyses, and client family trees.
• You will lead the administrative and compliance aspects of relationships and coordinate with client service specialists to open, fund, and maintain accounts, apply appropriate fee schedules, gather and affirm KYC information, and move money and assets, as necessary.
• You will prepare for and participate in prospect and Centers of Influence (COI) meetings led by the lead Wealth Advisor.
• You will be responsible for ongoing maintenance of information logged in CRM as it pertains to client interests and client contact information to ensure they are considered for all appropriate events and entertainment opportunities.
• Additionally, as our Berkeley Heights location is a smaller regional office, the successful candidate will perform certain office manager duties, as well, including vendor management, guest access, supply ordering, conference room reservations, catering, team calendar management and more, as needed.

Skills

Client relationship management

Financial services experience

CRM proficiency

Bi-lingual capabilities

Education

Bachelor’s degree

SIE, Series 7, Series 66 licenses preferred

Job description

BNY Mellon is seeking a Senior Specialist, Client Coverage to join our Wealth Management team in Berkeley Heights, NJ. You will manage client relationships and support Wealth Advisors, coordinating tailored financial solutions and maintaining CRM records.

The role includes portfolio oversight, revenue growth, and office-management duties typical of a smaller regional office. Requires a degree and 2–4 years in financial services with client exposure.