Specialist, Client Coverage II

BNY Mellon; Florida; On-site; USD 65,000 - 85,000; Full time

Job summary

BNY Mellon is seeking a Specialist II, Client Coverage to join the Global Payments & Trade Client Executive team in Lake Mary, FL. The role focuses on managing small, non-complex client accounts, ensuring client satisfaction and timely resolution of inquiries.

The incumbent will oversee contacts with clients, coordinate with operations, and maintain knowledge of industry trends and regulatory changes while gaining experience under guidance from senior staff.

Qualifications

• Bachelor's degree or equivalent combination of education and experience required.
• 1–3+ years of total work experience preferred.
• Experience in Client Coverage, Sales, Account Management or Client Service Delivery preferred.

Responsibilities

• Oversees assigned client accounts to ensure satisfaction and swift response to needs.
• Consults with clients on best practices, solutions, and regulatory changes.
• Acts as day-to-day point of contact for clients and coordinates service with internal teams.
• Tracks and reports on client metrics and maintains up-to-date knowledge of client activity.
• Escalates issues to senior team members or management as needed.

Skills

Account management

Client service

Relationship management

Regulatory knowledge

Education

Bachelor's degree

Job description

We're seeking a future team member for the role of Specialist II, Client Coverage to join our Global Payments & Trade Client Executive team. This role is located in Lake Mary, FL.

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

• Oversees assigned client accounts, ensuring satisfaction, swift response to client needs, efficient problem resolution, contract and operational compliance, risk mitigation and KYC responsibilities.
• Consults with clients on best practices, solutions and regulatory changes to support client engagement.
• Assigned accounts are typically small and non-complex, often a single product.
• Incumbents are gaining experience in account management and mastering the basics of the discipline and the firms products/services.
• Incumbent may receive guidance from a more experienced Account Manager.
• Proactively consults small, non-complex client accounts, ensuring continued client satisfaction and listening for cues on client needs.
• Tracks and reports on client metrics.
• Acts as day-to-day point of contact for the client.
• Keeps abreast of client account activity occurring throughout the firm.
• Liaises with relevant operations contacts (internally and externally) to coordinate service to the client. Escalates relevant issues to senior team members or management.
• Assists with managing client inquiries and resolves problems within scope of knowledge.
• Gains understanding of the business environment of assigned clients, industry trends and competitor services/offerings.
• Responsibilities are limited to own client accounts. Focus is on smaller and/or less complex client accounts. May provide secondary support on a large or key account under the guidance of a more senior Account Manager. No direct reports.

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

• Bachelors degree or the equivalent combination of education and experience is required
• 1-3 plus; years of total work experience preferred.
• Experience in Client Coverage, Sales, Account Management or Client Service Delivery preferred.