Senior Specialist, Client Coverage

BNY Mellon; Trenton (NJ); On-site; USD 90,000 - 150,000; Full time

Job summary

BNY Mellon is seeking a Senior Specialist, Client Coverage to join our Wealth Management team in Berkeley Heights, NJ. You will support the lead Wealth Advisor, manage a portfolio of existing client relationships, and focus on service and revenue growth.

You will coordinate tailored solutions across planning, banking, fiduciary services, and collaborate with Portfolio Managers to align the financial plan with investment strategy.

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 customer-facing roles such as Sales Support, Banking, or Product Management are 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 with a focus on client service and revenue growth.
• Coordinate delivery of tailored solutions across planning, banking, fiduciary and other verticals.
• Partner with Portfolio Managers to ensure alignment of the financial plan with the investment strategy.
• Prepare for and participate in client meetings; document activities in CRM.
• Lead administrative and compliance tasks for relationships and coordinate with client service for accounts and fees.
• Support prospect and COI meetings led by the lead Wealth Advisor.
• Maintain accurate client data in CRM to inform events and entertainment opportunities.
• Perform office manager duties in the Berkeley Heights office as needed.

Skills

Client relationships

CRM software

Financial services

Communication

Education

Bachelor's degree

Advanced/Graduate degree

Tools

CRM system

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 Berkeley Heights, NJ.

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.
• 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.

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.