Specialist, Shareholder Services Representative

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

Position Summary

The Specialist, Shareholder Services Representative plays a pivotal role in the Transaction Processing function, specifically within the Transaction Processing job family. This position is responsible for ensuring seamless execution and management of shareholder services transactions. The role supports BNY's commitment to operational excellence and client satisfaction by adhering to principles of integrity and transparency. By leveraging expertise in transaction processing, the Specialist contributes to the organization's strategic pillars by enhancing service delivery and maintaining the highest standards of accuracy and efficiency.

Primary Responsibilities

• Execute and oversee shareholder services transactions by applying detailed knowledge of transaction processing systems and protocols.
• Ensure accuracy and compliance in transaction processing by adhering to regulatory requirements and organizational policies.
• Collaborate with internal teams and stakeholders to optimize transaction workflows and improve service delivery.
• Provide exceptional client service by promptly addressing inquiries and resolving issues related to shareholder transactions.
• Contribute to process improvement initiatives by identifying inefficiencies and recommending solutions.
• Maintain comprehensive records and documentation to support auditing and reporting requirements.

Education & Qualifications

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

Experience

0-2 years of experience.

Skills

• Strong analytical and problem-solving skills to manage complex transactions and resolve issues.
• Excellent communication skills for effective client interaction and collaboration with team members.
• Attention to detail and organizational skills to ensure accuracy and compliance in transaction processing.

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 assesses market data to ensure a competitive compensation package for employees. Base salary offered may vary depending on individual factors. Eligible employees may enroll in a 401(k) plan and participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and eligible dependents. Eligible employees also may receive other benefits such as vacation and sick time.

Equal Employment Opportunity

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