Job Description
We’re seeking a future team member for the role of Specialist, Client Coverage to join our Corporate Trust team.
Job Description
We’re seeking a future team member for the role of Specialist, Client Coverage to join our Corporate Trust team.
This role is located in Spain and will primarily support a senior Relationship Manager in the day-to-day management of client relationships, business development activity, and related administrative and coordination responsibilities, while also taking responsibility for a limited number of lower-complexity client accounts under appropriate supervision.
In this role, you’ll make an impact in the following ways:
- Support the senior Relationship Manager in the day-to-day management of client relationships, while taking responsibility for a limited number of lower-complexity client accounts, including routine client interaction, internal coordination, and follow-up under appropriate supervision.
- Own client engagement and internal coordination for designated new deals throughout onboarding,
ensuring a positive client experience.
- Act as backup to the RM when required (e.g., travel, client meetings, vacation).
- Assist in preparing for client meetings, business presentations, internal discussions, and follow-up actions by coordinating agendas, materials, and presentation content.
- Support the maintenance of client, pipeline, and sales activity records, ensuring information is updated accurately and in a timely manner across internal systems and trackers.
- Help coordinate onboarding and client maintenance activities, including documentation gathering, KYC-related processes, internal approvals, and follow-up with relevant stakeholders.
- Act as a coordination point between the senior Relationship Manager and internal teams including Product, Client Service, Implementation, Operations, Legal, Compliance, and KYC.
- Prepare presentation packs, briefing materials, reports, and other supporting documentation for c
📌 Specialist, Client Coverage (Madrid)
🏢 BNY
📍 Madrid