Senior Specialist, Client Coverage | Jackson, NJ

Job overview

The Senior Specialist, Client Coverage role is an onsite position based in Jackson, NJ. Compensation is not specified, and this role supports the Wealth Management team at BNY. This role exists to manage client relationships and support the lead Wealth Advisor. The specialist contributes to the organization's goals by delivering tailored financial solutions and maintaining high-quality service standards for a portfolio of clients.

What you'll do

• Manage a portfolio of client relationships.
• Coordinate delivery of tailored solutions.
• Partner with Portfolio Managers.
• Prepare for and participate in client meetings.
• Maintain CRM data.
• Lead administrative and compliance aspects of relationships.

What we're looking for

Skills & competencies

full-time

day shift

jackson nj

bny

client coverage

wealth management

financial services

no on-call

client support

Work arrangement

• Weekend coverage required

Benefits & perks

• Comprehensive benefits, growth opportunities, innovative culture

Why this role

Client-facing role, includes office manager duties for the regional office, requires financial services experience.

About the employer

BNY is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.