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 client cove
📌 Specialist, Client Coverage (Madrid)
🏢 BNY
📍 Madrid