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Associate, Client Coverage II
full-timeWrocław

Summary

Location

Wrocław

Type

full-time

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About this role

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 #LifeAtBNY 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.

Other facts

Tech stack
Excel,PowerPoint,Data Management,Relationship Management,Client Services,Account Management

About BNY

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 December 31, 2025, BNY oversees $59.3 trillion in assets under custody and/or administration and $2.2 trillion in assets under management.

Follow BNY on Instagram & X: @BNYglobal

Team size: 10,001+ employees
LinkedIn: Visit
Industry: Financial Services
Founding Year: 1784

What you'll do

  • The Associate will ensure timely completion of Key Performance Indicators for clients and assist in coordinating Client Service Review meetings. They will also support the RM Team in creating presentation decks and tracking new deal onboarding tasks.

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Frequently Asked Questions

What does a Associate, Client Coverage II do at BNY?

As a Associate, Client Coverage II at BNY, you will: the Associate will ensure timely completion of Key Performance Indicators for clients and assist in coordinating Client Service Review meetings. They will also support the RM Team in creating presentation decks and tracking new deal onboarding tasks..

Why join BNY as a Associate, Client Coverage II?

BNY is a leading Financial Services company.

Is the Associate, Client Coverage II position at BNY remote?

The Associate, Client Coverage II position at BNY is based in Wrocław, Lower Silesian Voivodeship, Poland. Contact the company through Clera for specific work arrangement details.

How do I apply for the Associate, Client Coverage II position at BNY?

You can apply for the Associate, Client Coverage II position at BNY directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about BNY on their website.