Senior Associate, Shareholder Services

at  BNY Mellon

SENIOR ASSOCIATE, SHAREHOLDER SERVICES:

Bring your ideas. Make history.
BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world’s top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank of banks” - 97% of the world’s top banks work with us as we lead and serve our customers into the new era of digital.
With over 238 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we’re approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNYMellon is all about.
We’re seeking a talented Senior Associate, Shareholder Services to join our Service Delivery team. This role is located in Westborough, MA – Hybrid.

EMPLOYER DESCRIPTION:

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world’s financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It’s the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.

IN THIS ROLE, YOU’LL MAKE AN IMPACT IN THE FOLLOWING WAYS:

Independently responds to phone and email inquiries from multiple mutual fund shareholders regarding, among others, financial transactions, account information or processing a transaction.
Service provided to shareholders over the phone is of very high quality.
Handles highly complex requests to make updates to client accounts or instructs clients on how to make highly complex account changes.
Takes on larger-scale projects that are business oriented and may extend over longer periods of time.
Serves as an escalation point for more junior team members and provides approvals.
Responds to shareholder emails and handles inquiries of the highest complexity.
Receives call handoffs from the rest of the team when more junior team members need assistance and is ultimately responsible for ensuring transferred calls are addressed

TO BE SUCCESSFUL IN THIS ROLE, WE’RE SEEKING THE FOLLOWING:

Bachelors degree in accounting or the equivalent combination of education and experience is required
5-7 years of total work experience preferred. Customer service experience in the financial service market preferred
At BNY Mellon, our inclusive culture speaks for itself. Here’s a few of our awards:
Fortune World’s Most Admired Companies & Top 20 for Diversity and Inclusion
Bloomberg’s Gender Equality Index (GEI)
Human Rights Campaign Foundation, 100% score Corporate Equality Index
Best Places to Work for Disability Inclusion , Disability: IN – 100% score
100 Best Workplaces for Innovators, Fast Company
CDP’s Climate Change ‘A List’