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
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Shareholder Services Specialist I — Expert Account Support in Florida, NY vacancy
- ...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
- ...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
$20 - $24 per hour
...ownership, focus on learning and growth, and hold ourselves accountable to colleagues and customers. Together, we push... ...each other to reach full potential. About the Role As a Support Specialist, Enterprise Service Desk (ESD), you will provide first‑line technical support...AccountsWork at officeRemote workFlexible hoursNight shiftDay shiftAfternoon shift101 Xtium, Inc.
Florida, NY2 days ago$16.14 - $25.83 per hour
...being Resources Mental Health Resources and Support Pet Benefits Schedule: Full time Shift:... ...Job Description: Registers patients for services and ensures accuracy in insurance... ...daily operational flow, and monitors timely account classification related to insurance reimbursements...AccountsFull timeWork experience placementWork at officeLocal areaShift work- ...The Retail Service Specialist will support the Store Manager and Assistant Managers in areas of sales, customer service, store appearance, and store... ..., & Vision Insurance with Optional Flexible Spending Account (FSA) Team Member Health/Wellbeing Programs Tuition Educational...AccountsLocal areaFlexible hoursShift workNight shift
3M HEALTHCARE
Florida, NY3 days ago - ...empathetic, and detail-oriented Client Services Specialist to join our team on a temporary-to-permanent... ..., ensuring they receive exceptional support, accurate information, and timely... ...regarding company services, policies, and account statuses. Troubleshoot and resolve client...AccountsPermanent employmentFull timeTemporary workLocal area
- ...in the execution of sales, products or service activities with the customer service team... ...position focuses on assisting with basic account openings, handling service issues,... ...referring opportunities to partners while supporting branch events and maintaining strong risk...AccountsPart time
- Responsibilities Accountable for ensuring client retention and satisfaction Initiates outreach... ...as needed to provide exceptional service Independently handles loan servicing requests... ...issues, and provide comprehensive support in a financial services environment In-...Accounts
- 101 Xtium, Inc. is seeking a Support Specialist for their Enterprise Service Desk to provide first-line technical support to clients. Responsibilities include resolving hardware and software issues, account management, and ensuring customer satisfaction with proactive communication...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
Edenred Pay
Florida, NY3 days ago - ...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
- ...Accounts Receivable Coordinator - Behavioral Health - Exact Billing Solutions (EBS) Lauderdale... ..., and autism care fields of healthcare services. We have extensive industry knowledge, a... ..., and we are building out our team to support the expansion of global operations. Part...AccountsWork at officeFlexible hours
Socket
Florida, NY2 days ago - ## Service AdvisorApplylocations: Saint Petersburg, Florida - United Statestime type: Full... ...requests or issues regarding clients’ accounts, operations processes and technology applications... ...other members of the Service team in supporting client requests.* Enter data into...AccountsWork experience placementWork at officeHome officeShift work
Fwainvest
Florida, NY16 hours ago - ...Guardant Health, Inc. is seeking a Client Services Key Account Specialist to provide high-touch support for Key Accounts, navigate EMR systems, and ensure accurate clinical documentation. The role emphasizes timely case resolution, proactive communications, and cross-functional...Accounts
Guardant Health
Florida, NY1 day ago - ...Overview We are hiring a remote Client Account Specialist to assist clients who have requested information about life and financial protection... ...interpersonal skills Ability to work independently, with support Willingness to obtain a state insurance license (assistance...AccountsRemote work
Unlock Potential 360
Florida, NY2 days ago - 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
- ...An established, employee-owned financial services firm is seeking a Client Services... ...high-touch client service and operational support role working directly with Financial Advisors... ...doing: Client onboarding including new account paperwork and information gathering Account...Accounts
Connect Search
Florida, NY3 days ago $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 officeMarshall & Sterling
Westtown, NY1 day ago$15 per hour
...Customer Service Specialist – HSN Remote work from home in an approved state. You will support HSN customers by handling inbound calls, resolving issues, promoting products,... ...refunds, take payments, place orders, and analyze account data. Provide support for technology issues...AccountsHourly payLocal areaRemote workWork from homeShift workWeekend workQVC
Florida, NY2 days ago$60k - $70k
...Client Service Associate - Wealth Management Company Overview Fellowship Financial Group... ...decisions with confidence, clarity, and the support of a trusted advisor. Our firm fosters a... ...coordination of retirement planning services, account management, and daily operations. You'll...AccountsWork at officeBetter Talent
Florida, NY16 hours ago- ...North America, we combine the personalized service model of a local consultant with the... ...Business Insurance Client Advisor will be accountable for managing a high-profile book of... ...pertaining to technical aspects and service support of new and renewal business including maintaining...AccountsWork at officeLocal areaNight shift
- ...The Dynasty Outsourced Chief Financial Services (OCFO) team is looking for a motivated individual... ...provides an opportunity to help support existing functions as well as build and... ...providing best in class financial analysis and accounting support. Our environment is challenging...Accounts
- ...people. Join us as a Route Coverage Specialist, a key service professional integral to the success... ...in and deliver high-quality service, supporting strong customer relationships through... ...and Management Teams to support new account installations, assist RSRs on routes,...AccountsWork at officeLocal areaMonday to FridayDay shift
UniFirst
Florida, NY1 day ago $17.5 per hour
..., please apply to this posting. Overview Support customers by providing accurate order status... ...-related issues in a hybrid customer service environment. Rep 1, Customer Order Management... ...to detail, including accurate customer account notes for proper follow-up Maintain a...AccountsHourly payFull timeContract workLocal areaImmediate startRemote workMonday to FridayWeekend workAfternoon shiftA-Line Staffing Solutions
Florida, NY2 days ago- ...Customer Service Specialist Location: Davie, FL, US Job Type: Full-Time | On-Site We're looking... ...and enjoys variety in their day. You'll support several areas within our Customer Service... ..., shipping inquiries, and general account support. Collaborate with Sales, Technical...AccountsFull timeWork at office
Chauvet
Florida, NY16 hours ago - ...Member Service Representative (Full-Time) - New Port Richey-Tampa To provide members and... ...Federal Credit Union including depository accounts such as checking, savings, certificates,... ...to financial products and services Support team members by sharing knowledge and best...AccountsFull timeInternship
Navy Federal Credit Union
Florida, NY2 days ago $18.17 - $27.31 per hour
...of on‑site mobile maintenance and repair services nationwide, offering mobile on‑site... ...refurbishment, and heavy mechanical repair. Supported by a 24/7 in‑house call center, Cox Fleet... ...to schedule the right technicians to accounts, resulting in a positive customer experience...AccountsHourly payCurrently hiringCox
Florida, NY4 days ago- Florida Orthopaedic Institute in the United States is seeking a Revenue Cycle Analyst to ensure timely collection of accounts receivable for ancillary services. You will monitor account activity, follow up on claims, and help maximize reimbursement. The role requires...Accounts
$22 per hour
...ideal for someone who values a relaxed, supportive environment focused on quality interactions... ...you to focus on delivering exceptional service. Why Join Us? Work-Life Balance Monday... ...employees. Vision Insurance Flexible Spending Account Hospital Indemnity Met Law Program...AccountsHourly payWeekly payFull timeCasual workMonday to FridayFlexible hoursShift workLife's Abundance
Florida, NY3 days ago- ...the Global Banking Client Advisor is to support a team of Global Banking Officers in the... ...advisor must be well verse in the opening of accounts for complex structures and foreign... ...bankers must possess a high level of customer service skills and strive to meet customer...AccountsWork at office
Seacoast Bank
Florida, NY2 days ago
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!
Related searches
- community services specialist Florida, NY
- professional services specialist Florida, NY
- toyota service advisor Florida, NY
- environmental services attendant Florida, NY
- support services associate Florida, NY
- client services associate Florida, NY
- service administrator Florida, NY
- health services administrator Florida, NY
- experienced service advisor Florida, NY
- car service advisor Florida, NY