Senior Specialist, Client Coverage
BNY · Newport Beach
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- Company
- BNY
- Location
- Newport Beach
- Posted
- August 14, 2026
About this job
We’re seeking a future team member for the role of Senior Specialist, Client Coverage to join our Wealth Management team. This role is located in Berkeley Heights, NJ. In this role, you’ll make an impact in the following ways: Your client-facing title will be Associate Wealth Advisor and it will be understood you are the primary support for the lead Wealth Advisor. You will manage a portfolio of existing client relationships, focusing on both client service and revenue growth through deepening and expanding relationships. You will develop an understanding of existing client needs and coordinate the delivery of tailored solutions aligned with the firm’s value proposition across verticals in planning, banking, fiduciary and more.…
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