Specialist, Client Coverage II

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.

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.

At BNY, our culture speaks for itself, check out the latest BNY news at BNY Newsroom & BNY LinkedIn

Here’s a few of our recent awards:

• America’s Most Innovative Companies, Fortune, 2025
• World’s Most Admired Companies, Fortune 2025
• “Most Just Companies”, Just Capital and CNBC, 2025

Our Benefits and Rewards:

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting.

Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.