Associate, Client Coverage I

BNY Mellon

Posted 13 days ago

Full Time

Lake Mary, Florida

Hybrid

Smart Summary

Responsibilities

The role involves facilitating new business and deepening existing client relationships to drive revenue growth. It also requires maintaining tracking databases and collaborating with internal teams to align commercial objectives and compliance.

Qualifications

You have a Bachelor's degree or equivalent experience, ideally with 0-2 years of experience in Financial Services, particularly with exposure to hedge or pension funds. You should possess prior experience in a related customer-facing role, Sales Support, Global Capital Markets, or Product Management. Applicable local/regional licenses or certifications are also required.

Must Have Skills for ATS

Financial Services

Hedge funds

Pension funds

Sales Support

Global Capital Markets

Product Management

Licenses

Certifications

Job Description

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

We’re seeking a future team member for the role of Associate 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.


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.

BNY Mellon

BNY is a global financial services platforms company at the heart of the world’s capital markets. For more than 240 years BNY has partnered alongside clients, using its expertise and platforms to help them operate more efficiently and accelerate growth. Today BNY serves over 90% of Fortune 100 companies and nearly all the top 100 banks globally. BNY supports governments in funding local projects and works with over 90% of the top 100 pension plans to safeguard investments for millions of individuals. As of March 31, 2026, BNY oversees $59.4 trillion in assets under custody and/or administration and $2.1 trillion in assets under management. Follow BNY on Instagram & X: @BNYglobal

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