Associate, Shareholder Services I

Job title:

Associate, Shareholder Services I

Company

BNY Mellon

Job description

Job Description:Associate, Shareholder Services IAt BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.We’re seeking a future team member for the role of Associate, Shareholder Services I to join our TA Operations EMEA team. This role is located in Manchester, hybrid working.In this role, you’ll make an impact in the following ways:

• With guidance, responds to phone and email inquiries from mutual fund shareholders regarding, among others, financial transactions, account information or processing a transaction.
• Handles lower complexity requests to make updates to shareholder accounts or instructs shareholders on how to make account changes.
• Answers phones and responds to shareholder emails with 75f inquiries handled without a handoff for assistance. Follows the Good Order Matrix call outline when addressing and closing standard calls and to ensure that the most current information is provided.
• Follows internal quality standards, the current workflow for each call type (Maintenance, Financial and Escalated issue), and security protocols. Completes security forms in compliance with regulatory requirements.
• Actively listens to shareholder needs in order to provide service that ensures continued shareholder satisfaction and complete, accurate fulfillment of shareholder asks.
• Makes an initial determination of which inquiries should be escalated to the Problem Resolution Team or will necessitate completion of an electronic ticket.
• Confirms conclusions with more senior team members. Escalates inquiries or completes electronic tickets to initiate delivery of historical statements or pass forms to shareholder as requested. Has a clear understanding of Policy and Procedures.
• Completes standard security protocol to verify shareholder identity and prevent fraud prior to releasing information.
• Accepts feedback and coaching and proactively adjust own management of call flows in response to feedback.
• Is able to work in a very structured environment. No direct reports.
• Responsibilities are limited to own conduct, accuracy and efficiency when handling interactions with stakeholders via phone or email.

To be successful in this role, we’re seeking the following:

• Bachelors degree or the equivalent combination of education and experience is preferred.
• 0-3 years of total work experience preferred.
• Customer service experience in the financial service market preferred.

At BNY, our culture speaks for itself. Here’s a few of our awards: * America’s Most Innovative Companies, Fortune, 2024

• World’s Most Admired Companies, Fortune 2024
• Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024

, Disability: IN – 100% score, 2023-2024 * “Most Just Companies”, Just Capital and CNBC, 2024

• Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
• Bloomberg’s Gender Equality Index (GEI), 2023

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.

Expected salary

Location

Manchester

Job date

Sat, 23 Nov 2024 03:38:06 GMT

To help us track our recruitment effort, please indicate in your email/cover letter where (jobsnear.org) you saw this job posting.