Associate, Client Coverage II

3 dni temu

Wroclaw Metropolitan Area, Polska BNY Pełny etat

Job Description
Associate, Client Coverage II

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

We're seeking a future team member for the role of
Analyst (Associate), Client Coverage
to join our Corporate Trust team. This role is located in Wrocław, Poland.

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

  • 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

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

  • 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

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.

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