Associate, Shareholder Services Representative I

2 weeks ago

Lake Mary, United States BNY Mellon Full time
Associate, Shareholder Services Representative I

Bring your ideas. Make history. 
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 team member for the role of Associate, Shareholder Services Representative I to join our Client Services Team. This role is located in Lake Mary, FL – HYBRID.

In this role, you will make an impact in the following ways: 

  • Assisting with processing financial transactions, providing account information, and responding to client inquiries daily of varying complexity.  
  • Providing advanced technical assistance for shareholders’ online accounts.  
  • On a case-by-case basis, reviewing shareholder accounts for any errors, general issues, and escalating matters through appropriate channels, when issues cannot be resolved at the initial point of contact.  
  • Tracking the progress of the matters that you escalate to ensure proper follow up and closure of these issues.  
  • Providing guidance to junior members of the staff. 

To be successful in this role, we’re seeking the following: 

  • 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 6 or 7 and 63 FINRA licenses are required. 

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


Our Benefits and Rewards:

BNY 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, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. 

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.


BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.

Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

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