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BNY Mellon
BNY Mellon

Specialist, Client Coverage I at BNY Mellon

LevelEntry
LocationLake Mary, United States
WorkOn-site
TypeFull-time
Posted1 week ago
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About the role

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 #Life AtBNY is all about. Join us and be part of something extraordinary.

We’re seeking a future team member for the role of Specialist to join our Global Client Coverage team. This role is located in Lake Mary Florida, Orlando ( 4days in office expectation).

In this role, you’ll make an impact in the following ways:

  • Assist in facilitating new business with a portfolio of existing client relationships and/or new prospects, focusing on revenue growth through deepening and expanding existing relationships and cultivating new business.
  • Support Business Development analytics, track individual targets, and connect with relationship managers to ensure successful outcomes.
  • Maintain tracking databases, assist with data entry, ensure data integrity and quality assurance, and develop accurate reporting.
  • Collaborate with internal business teams and firm-wide resources to ensure alignment of commercial objectives, risk appetite, and compliance activities related to business development and relationship management.

To be successful in this role, we’re seeking the following:

  • Bachelor’s degree or the equivalent combination of education and experience is required; advanced/graduate degree preferred.
  • 0-2 years of total work experience preferred, ideally in Financial Services with exposure to client types or products such as Hedge or Pension funds.
  • Prior experience in a related customer-facing role, Sales Support, Global Capital Markets, or Product Management is preferred.
  • Applicable local/regional licenses or certifications as required by the business.
  • A good understanding of the relevant marketplace, competitive landscape, and industry drivers in the relevant region is preferred.
  • Bi-lingual capabilities and an understanding of local/cultural nuances are helpful for building client trust.
  • No direct reports.

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.

About BNY Mellon

Lake Mary

Headquarters