About this role
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. We’re seeking a future team member for the role of Specialist, Client Coverage to join our Corporate Trust team. This role is located in Spain and will primarily support a senior Relationship Manager in the day-to-day management of client relationships, business development activity, and related administrative and coordination responsibilities, while also taking responsibility for a limited number of lower-complexity client accounts under appropriate supervision. In this role, you’ll make an impact in the following ways:
• Support the senior Relationship Manager in the day-to-day management of client relationships, while taking responsibility for a limited number of lower-complexity client accounts, including routine client interaction, internal coordination, and follow-up under appropriate supervision. • Own client engagement and internal coordination for designated new deals throughout onboarding, ensuring a positive client experience. • Act as backup to the RM when required (e.g., travel, client meetings, vacation). • Assist in preparing for client meetings, business presentations, internal discussions, and follow-up actions by coordinating agendas, materials, and presentation content. • Support the maintenance of client, pipeline, and sales activity records, ensuring information is updated accurately and in a timely manner across internal systems and trackers. • Help coordinate onboarding and client maintenance activities, including documentation gathering, KYC-related processes, internal approvals, and follow-up with relevant stakeholders. • Act as a coordination point between the senior Relationship Manager and internal teams including Product, Client Service, Implementation, Operations, Legal, Compliance, and KYC. • Prepare presentation packs, briefing materials, reports, and other supporting documentation for client coverage and business development purposes. • Conduct market and client-related research to support the senior Relationship Manager in identifying opportunities and preparing for client interactions. • Maintain high standards of accuracy, organization, and confidentiality across client files, meeting notes, contact records, and internal documentation. • Identify opportunities to improve team processes, coordination, and administrative efficiency through effective organization and use of available tools. To be successful in this role, we’re seeking the following:
• Bachelor’s degree or equivalent combination of education and relevant work experience. • Relevant experience in sales support, client support, relationship management support, junior relationship management, business administration, or financial services preferred. • Interest in developing experience within client coverage and relationship management in a Corporate Trust environment. • Strong organizational and administrative skills, with the ability to manage multiple priorities and work to deadlines. • Excellent written and verbal communication skills and the ability to interact effectively with internal stakeholders and clients. • High attention to detail, a proactive approach, and a strong sense of ownership over deliverables and follow-up actions. • Strong collaboration skills and the ability to work effectively across multiple teams and functions. • Proficiency in Microsoft Office applications, including Excel, PowerPoint, Word, and Outlook. • Experience with internal systems, reporting tools, onboarding processes, or client management platforms is an advantage. • Professional proficiency in English and Spanish.