What are the responsibilities and job description for the Specialist II, Client Coverage position at BNY External Career Site?
We're seeking a future team member for the role of Specialist II, Client Coverage to join our Execution Services Client Platform team. This role is located in NYC, NY.
In this role, you'll make an impact in the following ways:
Facilitates new business with a portfolio of existing client relationships and/or new prospects, focusing on revenue growth through a combination of deepening and expanding existing relationships and cultivating new business.
Ensures the highest level of customer service through research, analytics, and internal coordination.
Results are accomplished through the application of technical expertise.
Maintains the tracking database, assisting with data entry ensuring data integrity and quality assurance.
Develop and ensure the accuracy of reporting. Assist more experienced staff to optimize the client relationship in order to grow revenue.
Support more experienced staff to deliver the full value of the firm while gaining deep knowledge of the firm's product offerings and how they can best meet client needs with a solutions orientation.
Assist with evaluating and documenting deals (pricing, contract terms, etc.) to ensure terms for both the client and the firm's commercial objectives & risk appetite are aligned.
Work closely with related teams (client service, operations, etc.) and other firm-wide resources (marketing, legal, compliance, etc.) to ensure all risk management/compliance activities relevant to business development, relationship management, and/or account management activities are conducted and captured.
Assist more experienced staff to foster a constructive feedback loop with clients.
Ensures all client and deal info remains accurate and up to date in the appropriate reporting platforms.
Foster cross-collaboration internally and connect-the-dots across the firm.
Remain intellectually curious about products within the firm to keep informed and up to date on all firm offerings.
In support of more senior staff, responsible for achievement of organic, incremental growth (revenue, asset) goals within assigned client portfolio (may span across business lines). No direct reports. Modified based upon local regulations/requirements.
To be successful in this role, we're seeking the following:
Bachelors degree or the equivalent combination of education and experience is required.
Advanced/graduate degree preferred. 0-2 years of total work experience preferred.
Financial Services experience with a particular client type or product (Hedge, Pension, etc.) preferred as is prior experience in a related customer-facing role, Sales Support, Global Capital Markets or Product Management.
Applicable local/regional licenses or certifications as required by the business.
A good understanding of the relevant marketplace, competitive landscape and industry drivers in the relevant region is preferred.
As global firm, bi-lingual capabilities are helpful as is an understanding of local/cultural nuances important for client trust.