Shareholder Services Specialist: Transactions & Client Experience

BNY; Town of Florida (NY); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive compensation

401(k) plan

Paid volunteer time

Medical, dental, and vision insurance

Generous paid leaves

Job summary

A leading financial services firm in New York is seeking a Specialist, Shareholder Services Representative to ensure optimal execution of shareholder transactions. This role requires a Bachelor's degree in Finance or a related field and focuses on maintaining accuracy, compliance, and providing exceptional client service. Candidates should possess strong analytical and communication skills, as well as attention to detail. The position offers competitive compensation and benefits, including a 401(k) plan and a supportive working environment.

Qualifications

• 0-2 years of experience.
• Ability to manage complex transactions and resolve issues.
• Effective client interaction and collaboration.

Responsibilities

• Execute and oversee shareholder services transactions.
• Ensure accuracy and compliance in transaction processing.
• Collaborate with teams to optimize transaction workflows.
• Address inquiries and resolve issues promptly.
• Identify inefficiencies and recommend solutions.
• Maintain records for auditing and reporting.

Skills

Strong analytical skills

Problem-solving skills

Excellent communication skills

Attention to detail

Organizational skills

Education

Bachelor's degree in Finance, Business Administration, or related field

Job description

A leading financial services firm in New York is seeking a Specialist, Shareholder Services Representative to ensure optimal execution of shareholder transactions. This role requires a Bachelor's degree in Finance or a related field and focuses on maintaining accuracy, compliance, and providing exceptional client service. Candidates should possess strong analytical and communication skills, as well as attention to detail. The position offers competitive compensation and benefits, including a 401(k) plan and a supportive working environment.