Specialist, Client Coverage Ii

BNY Mellon

Wrocław, Poland
On-site
Client service review coordination
Client call report posting
Presentation deck creation
Ensure timely monthly completion of Key Performance Indicators (KPIs) for all Clients

Job Summary

  • Ensure timely monthly completion of Key Performance Indicators (KPIs) for all Clients.
  • Work closely with respective teams (RM, TMG, KYC, Client Service) to improve/streamline the onboarding process.
  • BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy.

Matching Summary

Ensure timely monthly completion of Key Performance Indicators (KPIs) for all Clients.

Skills & Requirements

Must-have

  • Client Service Review coordination
  • Client call report posting
  • Presentation deck creation
  • eCRM data management
  • New deal onboarding tracking
  • Market analysis and data collation

Nice-to-have

  • Culture of excellence
  • Cutting-edge AI and technologies
  • Transformative solutions
  • Bold ideas meet advanced technology

Key Requirements

  • Bachelor's degree or equivalent experience
  • 3-5 years of work experience
  • Experience in Relationship Management, Client Services or Account Management
  • Proficient in Excel, PowerPoint and Data Management

Work Rights

Not specified

Tailored Resume

Cover Letter