Shareholder Services Specialist I — Expert Account Support
BNY
BNY is seeking a Shareholder Services Representative I to join our Retail Customer Service team in Lake Mary, FL. This role involves answering inbound calls to assist Retail Direct shareholders, processing financial transactions, and providing support for online accounts. Candidates are expected to have at least a high school diploma, with a Bachelor's degree preferred and experience in financial services being a plus. This position provides a chance to work within a supportive team culture with competitive compensation and benefits. #J-18808-Ljbffr BNY
- ...a future team member for the role of Shareholder Services Representative I to join our Retail Customer... ...department, answer inbound calls in support of Retail Direct shareholders. Assist... ...financial transactions, provide account information, and respond to client inquiries...AccountsFlexible hours
- Associate, Shareholder Services Representative I Pittsburgh, PA In this role, you'll make an impact in the following... ...of data related to financial transactions, account information, and transaction processing to support responses to complex client inquiries on a daily...AccountsWork experience placementFlexible hours
- ...Representative I At BNY, our culture supports growth and success. We are a leading global financial services company at the heart of the... ...to financial transactions, account information, and transaction... ...process complex updates to shareholder accounts. Serve as an...AccountsWork experience placement
- ...Part Time Position Overview As a Member Service Specialist (MSS) at YouFit Gyms, your role is to... ...memberships, you play a key role in supporting retention efforts and ensuring gym policies... ...by ensuring smooth entry, verifying account status, and addressing any alerts....AccountsPart timeFlexible hoursDay shiftAfternoon shift
- ...with a medical clinic. The job of Patient Services Specialist (PSS) is divided into “stations.” Each... ...Key Responsibilities Provide clerical support by answering phones, scheduling... ...Assistance Program (EAP) Health Savings Account (HSA) & Flexible Spending Accounts Paid...AccountsWork at officeMonday to FridayFlexible hours
$47.5k - $52.5k
...Position Title: Client Service Specialist- Commercial Lines Location: Hybrid Middletown Office - Middletown... ...policy accuracy, and contributing to account retention and growth. You will play a key role in supporting clients in either personal or commercial insurance...AccountsHourly payWork at office- ...institution in New York seeks a Banking Center Support Specialist to enhance client relations and drive... ...role includes responsibilities such as account management, cash handling, and... ...years of retail banking experience, strong service skills, and the ability to exceed sales...Accounts
- IntePros is actively looking for a Financial Customer Service Representative based in Town of Florida, New York. This role involves supporting Registered Investment Advisory (RIA) clients, handling inquiries regarding account openings, transfers, and maintenance while...Accounts
- Specialist, Client Operation II (Client Service Management) We’re seeking a future team member for the role of Specialist... ...to client service or sales support, including assisting in the creation... ...experience preferred. Retirement account expertise preferred. Strong analytical...AccountsWork experience placementFlexible hours
- ...Responsibilities** Become knowledgeable of all CSI accounts payable options and processes* Manage and provide all necessary customer services, including but not limited to product delivery, supplier enablement, supplier support, and ongoing account support* Accurately...Accounts
- ...Responsibilities** Become knowledgeable of all CSI accounts payable options and processes* Manage and provide all necessary customer services, including but not limited to product delivery, supplier enablement, supplier support, and ongoing account support* Accurately...Accounts
- ## Environmental Service AideApplylocations: Walton, NYposted on: Posted Todayjob requisition... ...you provide direct patient care or support behind the scenes, you are part of a shared... ...using this site. Log into your UHS Workday account and apply internally: Browse Jobs.***...AccountsHourly payShift work
$75k
...equipment. Our products and services meet some of the world’s most... ...standards, and we are proud to support customers across the globe... ...an Industrial Field Service Specialist to join our growing team. As... ...employer HSA (Health Savings Account) contribution. Earned Time Off...AccountsHourly payDaily paidApprenticeshipTraineeshipLocal area- FAIRWINDS Credit Union is seeking a Member Service Specialist for the Oviedo Mitchell Hammock branch... ...and platform transactions, opening new accounts, and generating loan opportunities.... ...Join us in creating a culture of care and support the journey to financial freedom. #J-18...Accounts
- Position Summary The Specialist, Shareholder Services Representative plays a pivotal role in the Transaction Processing function, specifically within... ...of shareholder services transactions. The role supports BNY's commitment to operational excellence and client satisfaction...Flexible hours
- ...The Accounts Receivable Coordinator secures revenue by resolving discrepancies and contacting customers or physicians with... .... Work From Home Technical Requirements Supply and support their own internet services. Maintaining an uninterrupted internet connection is a requirement...AccountsTemporary workRemote workWork from home
$50k - $100k
...retail. We are looking to add a qualified Service Advisor - Honda of Port Richey to our... ...great benefits and ongoing training and support. Growth opportunities are available! If you... ...Life, Disability insurance, Health Savings Account 401(k) with company match Professional...AccountsShift work$80k - $100k
Service Advisor - Audi Location: Fort Pierce, FL • Salary: $80,000.00-$100,000.00 • Full‑time... ...does not discriminate in employment on account of race/ethnicity, color, religion,... ...use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing...AccountsFull time- ...in your roleThe Patient Care Specialist I provides essential front-line... ...administrative and clerical support within the medicaloffice.... ...documentsinto the EHR.Reviews patient accounts for outstanding balances or... ..., courteous customer service and maintains composure during...AccountsWork at office
- ...your role. The Patient Care Specialist I provides essential front‑line... ...administrative and clerical support within the medical office.... ...into the EHR. Reviews patient accounts for outstanding balances or documentation... ..., courteous customer service and maintains composure...AccountsWork at office
- BNY Mellon is seeking an Associate, Shareholder Services Representative I in Town of Florida, NY to support client inquiries regarding financial transactions. Responsibilities... ...inquiries, processing updates to shareholder accounts, and assisting in problem resolution. The ideal...Accounts
- ...customers. With a strong focus on customer service, we have grown to be one of the top brands in... ...Legal Consultative Services, Health Savings Account) Employee Assistance Program (Consulting Services, Work/Life Balance Support) 401K Savings and Retirement plan with company...AccountsLocal area
- As a Service Solutions Consultant, you will be responsible for partnering... ...with Sales Management and Account Managers and local office... ...Our highly certified industry experts and innovation leaders share... ...responsibilities, and projects needed to support the team and organization,...AccountsFor contractorsWork at officeLocal area
$22 - $25 per hour
Job Purpose Herc Customer Account Specialist is responsible for controlling a portfolio of accounts... ...as well as performing various customer service functions for our customer base. This... ...Paid parental leave. Military leave & support for those in the National Guard and Reserves...Accounts- ...A leading healthcare company is seeking an Allergy Territory Account Specialist for a remote role focused on supporting key accounts. You'll engage with healthcare providers, develop personalized solutions, and apply your expertise in clinical selling to improve patient...AccountsRemote work
- ...for a GCS Client Experience Specialist ! Responsibilities Client Engagement... ...Konica Minolta’s Managed Service Delivery methodologies and... ...clients & internal teams to define support roles, document expectations,... ...to meet strategic objectives Account & Project Management Serve as...AccountsWork at office
$60k - $70k
Better Talent is seeking a Client Service Associate to support our financial advisors and clients in Florida. Your role will involve managing retirement planning services, account management, and ensuring seamless operations. Ideal candidates have strong organizational...Accounts- ...Alegeus is seeking a Technical Account Specialist to enhance client outcomes while bridging business needs and technical solutions. You will collaborate across teams to ensure seamless service delivery, troubleshoot issues, and communicate effectively with various audiences...AccountsFlexible hours
- Morgan Stanley seeks Registered Client Service Associates (CSAs) in the Town of Florida,... ...will modernize client experiences while supporting Financial Advisors and fostering client... ...organizational skills to manage client accounts effectively. Join a diverse team committed...Accounts
- ## Client Service Associate – Part-Time (10 hrs/week)Applylocations: Saint Petersburg, Florida... .../high touch critical administrative support to Financial Advisors, their prospective... ...and expense reports.* Opens new client accounts and researches client and security...AccountsPart timeWork experience placementWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Shareholder Services Specialist I — Expert Account Support. Be the first to apply!
- experienced service advisor Florida, NY
- environmental service aide Florida, NY
- service delivery associate Florida, NY
- honda service advisor Florida, NY
- client services associate Florida, NY
- human services specialist Florida, NY
- family services specialist Florida, NY
- part time service advisor Florida, NY
- support services associate Florida, NY
- patient service associate Florida, NY

