Shareholder Services Representative

BNY Mellon; Town of Florida (NY); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Competitive pay

Excellent benefits

Paid volunteering time

Inclusive workplace

Job summary

BNY Mellon in Lake Mary, FL seeks a Shareholder Services Representative I to support Retail Direct shareholders. You will handle inbound calls, process financial transactions, provide account information and resolve inquiries with escalating when needed.

You'll guide junior staff, review account issues on a case-by-case basis, and track escalations to ensure timely resolution, contributing to accurate and reliable shareholder service delivery.

Qualifications

• High school diploma or equivalent required.
• Bachelor's degree preferred.
• Experience in financial services preferred.

Responsibilities

• Answer inbound calls from Retail Direct shareholders.
• Process financial transactions and provide account information.
• Provide advanced online account assistance for shareholders.
• Review shareholder accounts for errors and escalate unresolved issues.
• Track escalations and ensure proper follow-up and closure.
• Guide junior staff (no direct reports).

Skills

Customer service

Financial services

Call center

Education

High school diploma

Bachelor's degree preferred

Job description

SHAREHOLDER SERVICES REPRESENTATIVE I

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 elevate 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.

At BNY, our culture speaks for itself, check out the latest BNY news at:

BNY Newsroom

BNY LinkedIn

Here's a few of our recent awards:

America's Most Innovative Companies, Fortune, 2025

World's Most Admired Companies, Fortune 2025

"Most Just Companies", Just Capital and CNBC, 2025

Our Benefits and Rewards:

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.