Specialist, Shareholder Services Representative

Associate, Private Equity Team

We're seeking a future team member for the role of Associate to join Private Equity Team. This role is located in Lake Mary (4 days in office expectation).

In this role, you'll make an impact in the following ways:

• The Specialist, Shareholder Services Representative plays a pivotal role in the Transaction Processing function, specifically within the Transaction Processing job family.
• This position is responsible for ensuring seamless execution and management of shareholder services transactions.
• The role supports BNY's commitment to operational excellence and client satisfaction by adhering to principles of integrity and transparency. By leveraging expertise in transaction processing, the Specialist contributes to the organization's strategic pillars by enhancing service delivery and maintaining the highest standards of accuracy and efficiency.
• Execute and oversee shareholder services transactions by applying detailed knowledge of transaction processing systems and protocols. Ensure accuracy and compliance in transaction processing by adhering to regulatory requirements and organizational policies. Collaborate with internal teams and stakeholders to optimize transaction workflows and improve service delivery. Provide exceptional client service by promptly addressing inquiries and resolving issues related to shareholder transactions. Contribute to process improvement initiatives by identifying inefficiencies and recommending solutions. Maintain comprehensive records and documentation to support auditing and reporting requirements.
• To be successful in this role, we're seeking the following:
• Bachelor's degree in Finance, Business Administration, or related field preferred. 0-2 years of experience.
• Strong analytical and problem-solving skills to manage complex transactions and resolve issues.
• Excellent communication skills for effective client interaction and collaboration with team members.
• Attention to detail and organizational skills to ensure accuracy and compliance in transaction processing.

About the Team

At BNY, our culture speaks for itself, check out the latest BNY news at BNY Newsroom & BNY LinkedIn.

Here's a few of our recent awards:

• America's Most Innovative Companies, Fortune, 2025
• World's Most Admired Companies, Fortune 2025
• "Most Just Companies", Just Capital and CNBC, 2025

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.

BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting.

Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee's eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

If hired, the employee will be in an "at will" position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

Job Info

• Job Identification 74420
• Job Category Transaction Processing
• Locations 300 Colonial Center Parkway, Lake Mary, FL, 32746, US
• Job Schedule Full time
• Job Shift Day
• Base Salary Min 52000
• Base Salary Max 60000