Shareholder Services Representative

At BNY, our culture allows us to run our company better and enables employees’ growth and success.

As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets.

Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent.

Together, we power the future of finance – and this is what #LifeAtBNY is all about.

Join us and be part of something extraordinary.

We’re seeking a future team member for the role of Shareholder Services Representative I to join our Retail Customer Service team.

This role is located in Lake Mary, FL.

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

• Working within the Retail Services department, answer inbound calls in support of Retail Direct shareholders.
• Assist with processing financial transactions, provide account information, and respond to client inquiries daily of varying complexity.
• Provide advanced technical assistance for shareholders’ online accounts.
• On a case-by-case basis, review shareholder accounts for any errors, general issues, and escalate matters through appropriate channels when issues cannot be resolved at the initial point of contact.
• Track the progress of escalated matters to ensure proper follow up and closure of these issues.
• Provide guidance to junior members of the staff. This position does not have direct reports.

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

• High school/secondary school or the equivalent combination of education and experience is required.
• Bachelor’s degree preferred.
• Experience in financial services preferred.

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