Specialist, Shareholder Services Representative I

BNY; Town of Florida (NY); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Competitive compensation

Health coverage

Retirement plans

Job summary

BNY is seeking an Associate, Reconciliation Representative I to provide support with financial transaction data and resolve client inquiries. The ideal candidate should have a high school diploma, with a Bachelor's degree preferred, and 2-3 years of work experience, especially in financial services.

Responsibilities include processing complex information and helping junior team members. BNY offers competitive compensation and benefits within a culture that values growth and success.

Qualifications

• High school/secondary school or equivalent combination of education and experience required; Bachelor’s degree preferred.
• 2-3 years of total work experience preferred.
• Experience in financial services preferred.
• Strong data handling and operational skills.

Responsibilities

• Provide large quantities of data related to financial transactions to support client inquiries.
• Respond to ad hoc requests and process updates to shareholder accounts.
• Serve as an escalation point for junior team members.
• Research and resolve moderately complex operational issues.

Skills

Data handling

Problem resolution

Communication skills

Education

High school or equivalent

Bachelor’s degree preferred

Job description

Overview

Associate, Reconciliation Representative I

At BNY, our culture supports growth and success. We are a leading global financial services company at the heart of the global financial system, influencing a significant portion of the world’s investible assets. We leverage AI and advanced technologies to collaborate with clients and drive transformative solutions that redefine industries and uplift communities.

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.

Qualifications

• High school/secondary school or equivalent combination of education and experience required; Bachelor’s degree preferred.
• 2-3 years of total work experience preferred.
• Experience in financial services 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.
• People Leadership: No direct reports; provides guidance to less experienced staff.

Benefits

BNY offers competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and pay-for-performance. Details of benefits, including eligibility and enrollment, are provided with an offer of employment. Retirement plans, health coverage, and other programs are available as applicable to the role and location.

About the Team

BNY is an Equal Employment Opportunity/Affirmative Action Employer. We strive to build a diverse, inclusive workforce and support wellbeing and a balanced life through family-friendly policies and employee forums.

EEO Statement: BNY complies with applicable laws prohibiting discrimination and harassment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.