Specialist, Client Coverage

In this role, you’ll make an impact in the following ways:
Support new business development across a portfolio of existing client relationships and/or new prospects, with a focus on revenue growth through deepening existing relationships and cultivating new business opportunities.
Deliver high-quality client service through research, analytics, internal coordination, and timely follow-up to ensure client and deal information remains accurate, complete, and up to date in reporting platforms.
Assist more experienced staff in optimizing client relationships, managing deal evaluations, and documenting pricing, contract terms, and other commercial considerations to align client needs with the firm’s objectives and risk appetite.
Partner closely with client service, operations, marketing, legal, compliance, and other internal teams to support risk management, compliance activities, and seamless execution of business development and relationship management initiatives.
Maintain tracking databases, ensure data integrity and quality assurance, and support the development of accurate reporting and insights for internal stakeholders.
Contribute to cross-functional collaboration across the firm, remain intellectually curious about product offerings, and support the delivery of solutions that meet client needs and drive organic growth within the assigned portfolio.
Support more senior colleagues in fostering constructive client feedback loops and in achieving incremental revenue and asset growth goals across assigned accounts.
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 or graduate degree preferred.
0–2 years of total work experience preferred, ideally with exposure to financial services, client-facing roles, sales support, global capital markets, or product management.
Understanding of the relevant marketplace, competitive landscape, and industry drivers in the applicable region is preferred.
Strong analytical, organizational, and communication skills, with the ability to support reporting, data management, and client service activities with accuracy and attention to detail.
Applicable local/regional licenses or certifications as required by the business.
Bi-lingual capabilities are helpful, as is an understanding of local and cultural nuances important for building client trust.
Demonstrated ability to collaborate effectively across teams and support a solutions-oriented, client-focused approach.

Work arrangement
Hybrid