Associate, Shareholder Services Representative I jobs in United States
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BNY · 1 month ago

Associate, Shareholder Services Representative I

BNY is a leading global financial services company that influences nearly 20% of the world’s investible assets. They are seeking a Shareholder Services Representative I to support professional and management staff by providing data related to financial transactions and account information, while also serving as an escalation point for junior team members.

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

Financial services experienceProblem-solving skillsData analysisGuidance to staffProcess improvement

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

Highly competitive compensation
Benefits
Wellbeing programs
Generous paid leaves
Paid volunteer time

Company

We help make money work for the world — managing it, moving it and keeping it safe.

Funding

Current Stage
Late Stage

Leadership Team

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Brian A. Ruane
CEO Government Securities Services & Global Client Management
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Chris Kearns
CEO, Depositary Receipts
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Company data provided by crunchbase