Senior Specialist, Client Coverage

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

We’re seeking a future team member for the role of Senior Specialist, Client Coverage to join our Wealth Management team. This role is located in Dallas, TX.

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

• Your client-facing title will be Associate Wealth Advisor and it will be understood you are the primary support for the lead Wealth Advisor.
• 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.

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

• 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.
• Strong understanding of the relevant marketplace, competitive landscape, and industry drivers in the region.
• Bi-lingual capabilities and cultural awareness are a plus to build client trust in a global environment.

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.

At BNY, our culture speaks for itself, check out the latest BNY news at BNY Newsroom and 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.