Associate, Shareholder Services Representative I at BNY

Boston, Massachusetts, United States -

Full Time

Start Date

Immediate

Expiry Date

10 Mar, 26

Salary

80000.0

Posted On

10 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Data Analysis, Problem-Solving, Technical Assistance, Client Inquiries, Operational Issue Resolution, Process Improvement, Team Collaboration, Financial Transactions, Account Information, Shareholder Accounts, Guidance, Research, Status Updates, Escalation Point, Ad Hoc Requests

Industry

Financial Services

Description

Associate Shareholder Services 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 Shareholder Services - S3 to join our Shareholder Services team. This role location is Boston, MA In this role, you'll make an impact in the following ways: Support professional and management staff by providing large quantities of data related to financial transactions, account information, and transaction processing for complex client inquiries. Respond to ad hoc requests for non-standard information and process complex updates to shareholder accounts. Serve as an escalation point for more junior team members, providing guidance and verifying responses to shareholders. Research and resolve moderately complex operational or shareholder issues, routing unresolved issues to appropriate teams per documented procedures. Assist in providing status updates on problem resolution and outstanding issues to professional and management teams. Contribute ideas to improve team efficiency and assist with process improvement initiatives. To be successful in this role, we're seeking the following: High school/secondary school diploma or equivalent combination of education and experience required; Bachelor's degree preferred. 2-3 years of total work experience preferred. Experience in financial services preferred. Strong problem-solving skills and ability to provide advanced technical assistance regarding shareholder accounts. No direct people leadership responsibilities; however, ability to provide guidance to less experienced staff is required. 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. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $52,000 and $80,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.

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Responsibilities

Support professional and management staff by providing data related to financial transactions and account information. Research and resolve operational or shareholder issues while contributing ideas for process improvements.