Associate Wealth Advisor: Client Coverage Lead

Socket.dev; Dallas (TX); On-site; USD 95,000 - 135,000; Full time

Benefits offered by this job

Competitive compensation

Wellbeing programs

Paid time off

Job summary

BNY Mellon seeks a Senior Specialist, Client Coverage in Dallas to support the lead Wealth Advisor by managing client relationships and driving revenue growth. You will coordinate tailored solutions across planning, banking, fiduciary services and collaborate with investment teams.

You will assist in client meetings, maintain CRM records, and help with account opening, funding, fee schedules, and KYC data collection to ensure seamless service.

Qualifications

• Bachelor’s degree or equivalent; advanced/graduate degree preferred.
• 2–4 years of client-facing experience in financial services.
• Prior SIE/Series 7/Series 66 preferred.
• Bi-lingual abilities and cultural awareness value.

Responsibilities

• Manage a portfolio of existing client relationships with focus on service and revenue growth.
• Coordinate tailored financial planning solutions across planning, banking, and fiduciary services.
• Partner with Portfolio Managers to align plans with investment strategy.
• Prepare for client meetings and record interactions in CRM.
• Open, fund and maintain accounts, apply fee schedules, and move assets as needed.

Skills

Client relationships

CRM coordination

Cross-functional collaboration

Meeting coordination

KYC processes

Financial services

Education

Bachelor's degree or equivalent

Tools

CRM systems

KYC tools

Job description

BNY Mellon seeks a Senior Specialist, Client Coverage in Dallas to support the lead Wealth Advisor by managing client relationships and driving revenue growth. You will coordinate tailored solutions across planning, banking, fiduciary services and collaborate with investment teams.

You will assist in client meetings, maintain CRM records, and help with account opening, funding, fee schedules, and KYC data collection to ensure seamless service.