Specialist, Shareholder Services Representative I
About The Position
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 Associate, Shareholder Services Representative I, to join our Fund and IS Client Ops team. This role is located in Pittsburgh, PA.
Requirements
- High school/secondary school or equivalent combination of education and experience required
- 2-3 years of total work experience preferred
- Demonstrated ability to respond to phone, email, and other inquiries with fast, efficient, and accurate information
- Strong data handling, problem resolution, and operational skills
- Responsible for the quality and completion of own work
Nice To Haves
- Bachelor’s degree preferred
- Experience in financial services preferred
Responsibilities
- Provide large quantities of data related to financial transactions, account information, and transaction processing to support responses to complex client inquiries on a daily basis.
- Respond to ad hoc requests for non-standard information and process complex updates to shareholder accounts.
- Serve as an escalation point for junior team members, verify their responses to shareholders, and provide advanced technical assistance regarding shareholder accounts.
- Research and resolve moderately complex operational or shareholder issues; route issues that cannot be addressed at point of contact to the appropriate team per documented procedures; assist with status updates on problem resolution and contribute ideas to improve team efficiency.
Benefits
- Highly competitive compensation
- Benefits and wellbeing programs
- Access to flexible global resources and tools
- Generous paid leaves
- Paid volunteer time
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Career Level
Entry Level
Education Level
High school or GED
