Senior Specialist, Client Coverage
BNY
Senior Specialist – Fund and Investor Services Team Location: Lake Mary, Florida Responsibilities Lead development of new business through a portfolio of existing client relationships and/or new prospects, focusing on revenue growth by deepening and expanding existing relationships and cultivating new business. Oversee maintenance of the tracking database and assist in creating and maintaining divisional reports and client presentations. Collaborate with internal teams (client service, operations, marketing, legal, compliance) to ensure all risk management and compliance activities related to business development and account management are conducted and documented. Support the full sales lifecycle including account planning, sales hygiene, client feedback, and cross-product solution ideation to meet client needs and achieve firm objectives. Qualifications Bachelor’s degree or the equivalent combination of education and experience is required; advanced/graduate degree preferred. 2‑4 years of total work experience preferred, ideally within Financial Services with exposure to client types or products such as Hedge or Pension funds. Prior experience in a customer-facing role, Sales Support, Global Capital Markets, or Product Management is preferred. Applicable local/regional licenses or certifications as required by the business. Strong understanding of the relevant marketplace, competitive landscape, and industry drivers in the region. Bi-lingual capabilities and an understanding of local/cultural nuances are helpful to build client trust. No direct people leadership responsibilities. Benefits include a competitive compensation package, paid leave, and other rewards as part of BNY's comprehensive benefits program. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. #J-18808-Ljbffr BNY
- Senior Specialist, Client Service Management We’re seeking a future team member for the role of Senior Specialist, Client Service Management to join our Total Wealth Services Ops team. This role is located in Lake Mary. Responsibilities Serve as a point of contact to...SeniorWork experience placement
- ...that influences nearly 20% of the world’s investible assets. This position is located in Lake Mary, FL. Responsibilities Supports clients in addressing and resolving complex operational and technical issues and ensuring requests are executed Proactively assists...SeniorWork experience placementFlexible hours
- Position Overview We are seeking a Specialist to join our Global Client Coverage team at Lake Mary, Florida, Orlando (four days in office expectation). Responsibilities Assist in facilitating new business with a portfolio of existing client relationships and new prospects...SuggestedWork experience placementWork at officeLocal areaFlexible hours
- Prescient Edge is seeking a Senior Program Specialist to support a Federal Government client. Please note that the availability of this position is contingent upon... ...medical, vision, dental, and orthodontia coverage. A substantial retirement plan with no vesting schedule...SeniorContract work
$100k - $115k
Job Title: Senior Proposal SpecialistLocation: Sarasota, FL (preferred... ...seeking a Senior Proposal Specialist to support high-priority,... ...state, and local government clients. This role plays a critical part... ...compliance matrices to ensure full coverage of RFP requirements.Draft and...SeniorFor contractorsWork at officeLocal areaShift work$68k - $127k
...abilities to foster connections with clients and stakeholders.* Leadership... ...guide and support a team of specialists.* Problem-solving skills to... ...to know more about you! As a Senior Retirement Specialist, you'll... ...and long term disability coverage, paid time off with newly...SeniorFull timeTemporary workPart timeCasual workWork from homeHome office- BNY is seeking a Senior Associate in Client Operations located in Lake Mary, FL. The role involves resolving complex client issues, providing analytics, and ensuring effective processing of transactions. Candidates should have relevant experience and education, preferably...Senior
- ...Group is seeking a Private Banking Officer Senior in Palm Beach Gardens, Florida. In this... ...build relationships with high-net-worth clients and deliver exceptional financial solutions... ...client service. Benefits include health coverage, 401(k) matching, generous paid time off,...Senior
- A leading financial institution in New York seeks a Senior Associate in Client Operations to manage complex client issues and provide operational support. The role requires a Bachelor's degree, 5-7 years of experience in client services, and problem-solving skills. Responsibilities...Senior
$25.19 - $32.75 per hour
Encore Global is seeking a Sr. Technical Specialist in Town of Florida, NY. The role focuses on the technical setup and operation of full... ...event success through technical expertise, maintaining positive client relationships, and mentoring junior team members in technical...SeniorHourly pay- A Veteran-Owned Small Business is seeking a Senior Program Specialist to support a Federal Government client. The role involves applying emerging technologies, providing technical and operational support, and mentoring senior leadership. A Master’s degree or equivalent...Senior
- BNY Mellon is looking for a Corporate Actions specialist in the Town of Florida, New York. The role involves mandatory and voluntary corporate... ...processing, managing risk and liability, and providing client solutions. Candidates should have a Bachelor's degree and 5-7 years...Senior
- Senior Associate, Client Operations - Core Clearing Client Processing Role overview : This position is part of the Global Clearing Operations team and is located in Lake Mary, FL. Responsibilities Works with external clients to resolve complex day-to-day issues and directs...SeniorWork experience placement
- ...for managing and controlling high levels of risk and liability inherent in the various functions and for reconciliation activities, client reporting and proration on transactions.Meets with organizational units/teams to ensure corporate action events are being addressed...SeniorWork experience placementLocal area
$58k - $124k
...cutting‑edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and... ...talent. We’re seeking a future team member for the role of Senior Associate, Client Enablement to join our Liquidity and Financing...SeniorWorldwide- Overview Celestar Corporation is seeking a Senior Program Specialist (SPS) to support USSOUTHCOM J26 ENHANCED DOMAIN AWARENESS task order . The... ...employee health insurance, life insurance, and disability coverage. Additionally, we provide a 401(k)-retirement plan with...SeniorFull timeLocal areaRemote work
- Senior Associate, Client Processing BNY is a leading global financial services company that enables employees’ growth and success while driving transformative solutions worldwide. Location: Lake Mary, Florida (4 days in office per week). Responsibilities Provide complex...SeniorWork experience placementWork at officeLocal areaWorldwideFlexible hours
- A leading staffing firm is seeking a Senior Professional Recruiter to join their client in the fire & safety sector. Candidates must have over 5 years of accounting experience and a strong background in transformation environments, including skills in enterprise-level...SeniorFull time
- ...people behind the people who keep saving lives. Job Summary The Senior Specialist, Market Access is responsible for independently managing... ...to address reimbursement challenges, provide coding and coverage guidance, and support product adoption. The Senior Specialist...SeniorRemote job
- ...for an accommodation or an alternative application process. Specialist, Senior Cloud and Infrastructure Full Time Professional Lake Mary, FL... ...What You'll Do This role would require Average 15% of Time for client help desk and 75% Of time for Cloud Systems administration...SeniorFull timeWork at office
$94.46k - $107.95k
...scheduling, determining location, advertising, and ensuring proper setup/tear down and relevant collateral materials according to client expectation and project goals and budget. May interact with clients to coordinate implementation of communication and outreach programs...SeniorFlexible hours- ...cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries... .... We’re seeking a future team member for the role of Senior Specialist, Client Processing to join our Trade Servicing team. This role...SeniorWork experience placementWork at officeImmediate startWorldwideFlexible hours
$18.65 - $19.9 per hour
...solutions as well as a comprehensive suite of point solutions to clients across the country.Ensemble keeps communities healthy by... ...at Jupiter - Breast Center in Jupiter, FL\*\*\*\*The **Senior Patient Access Specialist** is responsible for performing admitting duties for all...SeniorWork at officeRemote work- Senior Specialist, Editorial Content The Royal Caribbean Group’s Corporate Communications Team has an exciting career opportunity for a full... ...editorial approach. Conduct editorial briefings directly with clients to build the framework of stories we want to tell on social,...SeniorFull timeWork at office
- and statements.**Job Summary**The Senior Athletics Grounds Turf & Clay Specialist is responsible for maintenance and care of the fields and surrounding grounds... ...options with $50/month premium for individual coverage or $180/month premium for family coverage* Pre-tax health...SeniorHourly payFull timeTemporary workPart timeRelocation packageFlexible hoursNight shiftWeekend workAfternoon shift
- Senior Commissioning Specialist/Engineer At EXP, we’re driven to provide innovative solutions for the world’s built and natural environments. As a... ...sustainable results and shares ambitions for each other, our clients and the communities we are part of and serve. To be a...SeniorFull timeFor contractors
- A customer retention service company in New York seeks a skilled Retention Specialist to handle client concerns and improve satisfaction. The role requires exceptional communication and empathy to de-escalate issues, along with at least 2 years in a similar position. Candidates...
- ...review of reports, and share reports with accounting teams. Review the work of junior team members. Maintain relationships with client staff, regularly exchanging information regarding cash, accounting, and reporting of daily and monthly client activities. Communicate...Work experience placementWork at office
- Specialist, Client Operation I Join our Wealth Services Client Service team as a Specialist, Client Operation I located in Lake Mary. In this role you will make an impact through client service delivery, issue resolution, data collection, and process improvement initiatives...Work experience placement
- A leading financial services firm in New York seeks a Registered Client Service Associate to support financial advisors and clients. The ideal candidate must have effective communication skills and the ability to manage multiple tasks in a fast-paced environment. Responsibilities...SeniorRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Specialist, Client Coverage. Be the first to apply!
- protection specialist Florida, NY
- mental health specialist Florida, NY
- outreach specialist Florida, NY
- community outreach specialist Florida, NY
- registration specialist Florida, NY
- accessibility specialist Florida, NY
- intake specialist Florida, NY
- bilingual specialist Florida, NY
- governance specialist Florida, NY
- candidate experience specialist Florida, NY

