Associate Wealth Advisor: Client Coverage & Growth

BNY; New Jersey; On-site; USD 95,000 - 135,000; Full time

Job summary

BNY in Berkeley Heights, NJ, seeks a Senior Specialist, Client Coverage within Wealth Management. You will oversee a portfolio of client relationships, focus on service and revenue growth, and coordinate tailored solutions across planning, banking, and fiduciary services.

You will partner with Portfolio Managers to ensure the plan aligns with investment strategy, prepare for client meetings, and document in CRM. The role also entails office manager duties for the local office.

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

• Manage a portfolio of existing client relationships, focusing on client service and revenue growth.
• Develop an understanding of client needs and coordinate tailored solutions across planning, banking, fiduciary, and more.
• Partner with Portfolio Managers to align the broader financial plan with investment strategy.
• Prepare for and participate in client meetings and record outcomes in CRM.
• Generate and maintain net worth statements, cash flow analyses, and client family trees.
• Lead administrative and compliance aspects of relationships and coordinate with client service for accounts, fees, KYC, and asset movement.
• Prepare for and participate in prospect and COI meetings with the lead Wealth Advisor.
• Maintain CRM information related to client interests and contact details for events and entertainment opportunities.
• Perform office manager duties in Berkeley Heights, including vendor management, guest access, supplies, conference rooms, catering, and team calendar management.

Skills

Client relationships

CRM systems

Communication

Sales support

Education

Bachelor's degree

SIE

Series 7

Series 66

Tools

CRM software

Job description

BNY in Berkeley Heights, NJ, seeks a Senior Specialist, Client Coverage within Wealth Management. You will oversee a portfolio of client relationships, focus on service and revenue growth, and coordinate tailored solutions across planning, banking, and fiduciary services.

You will partner with Portfolio Managers to ensure the plan aligns with investment strategy, prepare for client meetings, and document in CRM. The role also entails office manager duties for the local office.