Shareholder Services Representative

BNY • Lake Mary, FL

3d

About The Position

BNY is seeking a Shareholder Services Representative I to join its Retail Customer Service team in Lake Mary, Florida. The role is part of the Retail Services department and supports Retail Direct shareholders by handling inbound calls, assisting with financial transactions, providing account information, and responding to client inquiries of varying complexity. The representative also provides advanced technical assistance with shareholders’ online accounts.

The role includes reviewing shareholder accounts for errors or other issues, escalating matters through appropriate channels when they cannot be resolved at first contact, and tracking escalated cases through follow-up and closure. The position provides guidance to junior staff members and has no direct reports.

Requirements

• High school or secondary school education, or an equivalent combination of education and experience.

Nice To Haves

• Bachelor’s degree.
• Experience in financial services.

Responsibilities

• Answer inbound calls in support of Retail Direct shareholders.
• Assist with processing financial transactions.
• Provide account information and respond to client inquiries of varying complexity.
• Provide advanced technical assistance for shareholders’ online accounts.
• Review shareholder accounts for errors and general issues on a case-by-case basis.
• Escalate issues through appropriate channels when they cannot be resolved at the initial point of contact.
• Track escalated matters to ensure follow-up and closure.
• Provide guidance to junior staff members.

Benefits

• Competitive compensation.
• Benefits and wellbeing programs.
• Flexible global resources and tools.
• Generous paid leaves.
• Paid volunteer time.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED