Associate Wealth Advisor: Client Coverage Lead

BNY Mellon seeks a Senior Specialist, Client Coverage in Dallas to support the lead Wealth Advisor by managing client relationships and driving revenue growth. You will coordinate tailored solutions across planning, banking, fiduciary services and collaborate with investment teams. You will assist in client meetings, maintain CRM records, and help with account opening, funding, fee schedules, and KYC data collection to ensure seamless service. #J-18808-Ljbffr