BNY · 5 hours ago
Associate, Shareholder Services Representative I
BNY is a leading global financial services company that influences nearly 20% of the world’s investible assets. The Shareholder Services Representative I will support professional staff by providing data related to financial transactions and assist with complex client inquiries while contributing to team efficiency.
Financial Services
Responsibilities
Support professional and management staff by providing large quantities of data related to financial transactions, account information, and transaction processing for complex client inquiries
Respond to ad hoc requests for non-standard information and process complex updates to shareholder accounts
Serve as an escalation point for more junior team members, providing guidance and verifying responses to shareholders
Research and resolve moderately complex operational or shareholder issues, routing unresolved issues to appropriate teams per documented procedures
Assist in providing status updates on problem resolution and outstanding issues to professional and management teams
Contribute ideas to improve team efficiency and assist with process improvement initiatives
Qualification
Required
High school/secondary school diploma or equivalent combination of education and experience required
Strong problem-solving skills and ability to provide advanced technical assistance regarding shareholder accounts
No direct people leadership responsibilities; however, ability to provide guidance to less experienced staff is required
Preferred
Bachelor's degree preferred
2-3 years of total work experience preferred
Experience in financial services preferred
Benefits
Generous paid leaves, including paid volunteer time
Access to flexible global resources and tools for your life’s journey
Company
BNY
We help make money work for the world — managing it, moving it and keeping it safe.
Funding
Current Stage
Late StageLeadership Team
Recent News
PR Newswire
2024-11-01
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