Specialist, Client Coverage II
Listed on 2026-06-19
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Finance & Banking
Specialist, Client Coverage II
We’re seeking a future team member for the role of Analyst (Specialist), Client Coverage to join our Corporate Trust team. This role is located in Wrocław, Poland.
Key Responsibilities- Ensure timely monthly completion of Key Performance Indicators (KPIs) for all Clients
- Assist in the coordination and setup of all Client Service Review meetings
- Assist in the completion and timely posting of Client call reports to eCRM
- Assist the RM Team on the creation and updating of all presentation decks for Client new business pitches
- Build knowledge of eCRM and assist designated RMs in ensuring all their relevant entries are up to date and accurate
- Assist the RM Team in the tracking and completion of all new deal onboarding tasks
- Work closely with respective teams (RM, TMG, KYC, Client Service) to improve/streamline the onboarding process
- Conduct market analysis and collate data analytics to support the Team’s commercial growth strategy
- Become familiar with ODM and the creation of Client fee schedules
- Assist the RM team in the completion of all KYC profile (new and periodic renewal) requirements in a timely manner
- Bachelor’s degree or the equivalent combination of education and experience is required
- 3-5 years of total work experience preferred
- Experience in Relationship Management, Client Services or Account Management preferred
- Proficient in Excel, PowerPoint and Data Management
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.
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