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BNY · 4 months ago

Shareholder Services Representative

600 Colonial Center Parkway, Lake Mary, FL, 32746, US

Full-time

Hybrid

New Grad, Entry Level

BNY is a leading global financial services company that empowers its employees to grow and succeed. They are seeking a Shareholder Services Representative I to join the Retail Customer Service team, where the role involves assisting Retail Direct shareholders with inquiries, processing financial transactions, and providing technical assistance for online accounts.

Financial Services

Responsibilities

Working within the Retail Services department, the Shareholder Services Representative will 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 escalating matters through appropriate channels, when issues cannot be resolved at the initial point of contact

Responsible for tracking the progress of the matters that you escalate 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

Qualification

Financial transactionsClient inquiriesTechnical assistanceTeam guidanceCustomer serviceFinancial services experienceCommunication skillsProblem-solving