Associate, Shareholder Services Representative I

1 week ago


Lake Mary, Florida, United States THE BANK OF NEW YORK MELLON CORPORATION Full time

Key Responsibilities:

  • Process financial transactions and respond to client inquiries
  • Provide technical assistance for shareholders' online accounts
  • Review and escalate account issues as needed
  • Track progress of escalated matters for resolution
  • Offer guidance to junior staff members

Required Qualifications:

  • High school degree required
  • BA/BS degree or minimum of two years customer service experience preferred
  • Proficiency with multiple computer applications
  • SIE, Series, or FINRA licenses required

About the Role:

The Bank of New York Mellon Corporation is seeking a skilled Shareholder Services Representative to join our Client Services Team. As a key member of our team, you will be responsible for providing exceptional customer service to our clients, processing financial transactions, and resolving account issues in a timely and professional manner.

What You'll Do:

  • Deliver top-notch customer service to our clients, responding to their inquiries and resolving their issues in a timely and professional manner
  • Process financial transactions, including deposits, withdrawals, and transfers
  • Provide technical assistance to clients, helping them navigate our online systems and resolve technical issues
  • Review and escalate account issues as needed, working closely with our internal teams to resolve complex problems
  • Track progress of escalated matters, ensuring that issues are resolved in a timely and efficient manner
  • Offer guidance and support to junior staff members, helping them develop their skills and knowledge

What We're Looking For:

  • A high school degree or equivalent required
  • A BA/BS degree or minimum of two years customer service experience preferred
  • Proficiency with multiple computer applications, including our online systems and software
  • SIE, Series, or FINRA licenses required


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