Shareholder Services Representative I

at  BNY Mellon

Overview
Shareholder Services Representative I
At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities, and people everywhere.
We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.
We’re seeking a future team member for the role of Shareholder Services Representative I to join the Retail Customer Service team. This role is located in Lake Mary, FL - 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:

Supports professional and management staff by providing large quantities of data related to, among others, financial transactions, account information and transaction processing to be used in responses to the complicated client inquiries on a daily basis. Responds to ad hoc requests for non-standard information. Processes complex updates to shareholder accounts. Serves as an escalation point for more junior team members. Assists professional and management staff by responding to phone, email and other inquiries regarding fund information, services and procedures.
Responds to questions about shareholder accounts and provides more advanced technical assistance. Responses are fast, efficient and accurate. Addresses issues that have been escalated by junior team members and verifies their responses to shareholders. Researches and resolves moderately complex operational or shareholder issues. Routes issues that cannot be addressed at point of contact to appropriate team, in accordance with documented procedures.
Assists in providing status updates on problem resolution and outstanding issues to professional and management teams.
Assists with process improvement by contributing ideas to improve team efficiency.
No direct reports. Provides guidance to less experienced staff.
Responsible for the quality and completion of own work.

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

High school/secondary school or the equivalent combination of education and experience is required.
Bachelors degree preferred.
2-3 years of total work experience preferred.
Experience in financial services preferred.
At BNY, our culture speaks for itself. Here’s a few of our awards:
America’s Most Innovative Companies, Fortune, 2024
World’s Most Admired Companies, Fortune 2024
Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
Best Places to Work for Disability Inclusion , Disability: IN – 100% score, 2023-2024
“Most Just Companies”, Just Capital and CNBC, 2024
Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
Bloomberg’s Gender Equality Index (GEI), 2023