Shareholder Services Representative

3 hours ago


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

Shareholder Services Representative

BNY Mellon is seeking a highly skilled Shareholder Services Representative 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 daily.

Key Responsibilities:

  • Assist with processing financial transactions and providing account information
  • Respond to client inquiries and resolve issues in a timely manner
  • Provide advanced technical assistance for shareholders' online accounts
  • Review shareholder accounts for errors and escalate matters through appropriate channels
  • Track progress and ensure proper follow-up and closure of issues

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 and FINRA licenses are required

About BNY Mellon:

BNY Mellon is a leading global financial services company 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 World's Most Admired Companies & Top for Diversity and Inclusion.

Benefits:

BNY Mellon 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.



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