Shareholder Services Representative

Job Description 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. Responsibilities 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 escalates 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. Qualifications High school/secondary school or the equivalent combination of education and experience is required. Bachelor’s degree preferred. Experience in financial services preferred. Benefits 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. #J-18808-Ljbffr BNY