Associate, Shareholder Services Representative I

4 days ago


Lake Mary, Florida, United States THE BANK OF NEW YORK MELLON CORPORATION Full time
Job Title: Associate, Shareholder Services Representative I

Job Summary:

BNY Mellon is seeking a highly skilled and detail-oriented Associate, Shareholder Services Representative I to join our Client Services Team. As a key member of our team, you will be responsible for processing financial transactions, providing account information, and responding to client inquiries with varying complexity.

Key Responsibilities:

  • Assist with processing financial transactions, providing account information, and responding to client inquiries daily.
  • Provide advanced technical assistance for shareholders' online accounts.
  • Review shareholder accounts for errors, general issues, and escalate matters through appropriate channels when issues cannot be resolved at the initial point of contact.
  • Track the progress of escalated matters to ensure proper follow-up and closure.
  • Provide guidance to junior members of the staff.

Requirements:

  • High school or secondary school degree required.
  • BA/BS degree or a minimum of two-year customer service experience preferred.
  • Proficiency with navigation/use of multiple computer applications simultaneously needed.
  • SIE, Series, or FINRA licenses are required.

About BNY Mellon:

BNY Mellon is a leading global financial services institution with a rich history and industry firsts. We offer a culture that empowers you to grow, take risks, experiment, and be yourself. Our inclusive culture has earned us numerous awards, including Fortune's World's Most Admired Companies and Bloomberg's Gender Equality Index.

Benefits:

BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence. 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.



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