Shareholder Services Representative
3 hours ago
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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