Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Specialist, Shareholder Services Representative I

BNY

Associate, Shareholder Services Representative I

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

We're seeking a future team member for the role of Associate, Shareholder Services Representative I, to join our Fund and IS Client Ops team. This role is located in Pittsburgh, PA.

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

  • Provide large quantities of data related to financial transactions, account information, and transaction processing to support responses to complex client inquiries on a daily basis.
  • Respond to ad hoc requests for non-standard information and process complex updates to shareholder accounts.
  • Serve as an escalation point for junior team members, verify their responses to shareholders, and provide advanced technical assistance regarding shareholder accounts.
  • Research and resolve moderately complex operational or shareholder issues; route issues that cannot be addressed at point of contact to the appropriate team per documented procedures; assist with status updates on problem resolution and contribute ideas to improve team efficiency.

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

  • High school/secondary school or equivalent combination of education and experience required; Bachelor's degree preferred.
  • 2-3 years of total work experience preferred.
  • Experience in financial services preferred.
  • Demonstrated ability to respond to phone, email, and other inquiries with fast, efficient, and accurate information; strong data handling, problem resolution, and operational skills; responsible for the quality and completion of own work.
  • People Leadership: No direct reports; provides guidance to less experienced staff.

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. Our ambition is to build the best global team one that is representative and inclusive of the diverse talent, clients and communities we work with and serve and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

BNY
Vacancy posted 3 hours ago
Similar jobs that could be interesting for youBased on the Specialist, Shareholder Services Representative I in Lake Mary, FL vacancy
  •  ...employees' growth and success. As a leading global financial services company at the heart of the global financial system,...  ...'ll make an impact in the following ways: The Specialist, Shareholder Services Representative plays a pivotal role in the Transaction Processing... 
    Suggested
    Full time
    Work at office
    Worldwide
    Shift work

    BNY

    Lake Mary, FL
    6 days ago
  • Associate, Reconciliation Representative I At BNY, our culture allows us to run our company...  ...success. As a leading global financial services company at the heart of the global...  ...team member for the role of Associate, Shareholder Services Representative I, to join our... 
    Suggested
    Full time
    Work experience placement
    Worldwide
    Flexible hours

    Bank of New York Mellon

    Lake Mary, FL
    1 day ago
  •  ...Shareholder Services Representative I At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's... 
    Suggested
    Worldwide
    Flexible hours

    BNY

    Lake Mary, FL
    1 day ago
  •  ...Specialist, Investor Services Operations Representative At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly... 
    Suggested
    Worldwide
    Flexible hours

    BNY Mellon

    Lake Mary, FL
    1 day ago
  •  ...Specialist, Investor Services Operations Representative We're seeking a future team member for the role of Specialist, Investor Services Operations Representative, to join our Fund and IS Client Ops team. This role is located in Boston, MA. In this role, you'll make... 
    Suggested
    Flexible hours

    BNY

    Lake Mary, FL
    1 day ago
  • **POSITION SUMMARY:** The Specialist, Fund/Client Accounting Representative is a crucial role within the Accounting Services job function, tasked with ensuring accurate and timely processing of fund and client accounting activities. This position supports BNY's commitment... 

    BNY Mellon

    Lake Mary, FL
    3 days ago
  •  ...and experience is required. Bachelors degree preferred. 7 plus years of technical and management experience preferred. Experience in the securities or financial services industry a plus. Applicable local/regional licenses or certifications as required by the business.... 
    Local area

    BNY

    Lake Mary, FL
    4 days ago
  • $52k - $85k

     ...Associate Client Processing Representative I At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the... 
    Full time
    Temporary work
    Work experience placement
    Local area
    Worldwide
    Flexible hours
    Shift work

    BNY

    Lake Mary, FL
    1 day ago
  •  ...success. As a leading global financial services company at the heart of the global financial...  ...a future team member for the role of Specialist, Client Processing - to join our team....  ...the best global team - one that is representative and inclusive of the diverse talent, clients... 
    Work experience placement
    Work at office
    Local area
    Worldwide
    Flexible hours

    BNY Mellon

    Lake Mary, FL
    2 days ago
  •  ...Associate, Client Processing Representative II - Total Wealth Services Ops At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system,... 
    Work at office
    Local area
    Worldwide
    Flexible hours

    BNY

    Lake Mary, FL
    1 day ago
  •  ...equivalent years of experience ~3+ Years of experience in customer service and dealing with high stress environments ~ Previous...  ...5:00 P.M. EST Monday through Friday by contacting an ABB HR Representative at (***) ***-****. Protected Veterans and Individuals with... 
    Hourly pay
    Temporary work
    Monday to Friday

    Abb Holdings Inc

    Lake Mary, FL
    20 hours ago
  • Job DescriptionPosition Purpose:The Asset Protection Specialist is primarily responsible for preventing financial loss caused by theft and fraud and supporting safety and environmental program compliance in their assigned store/multiple stores. They

    Home Depot

    Lake Mary, FL
    12 hours ago
  •  ...Innovation/Utility Specialist Benefits Start Day 1 for Full-Time Colleagues - No Waiting Period! For more information about our...  ...family of companies, the global leader in Pest Control and other services across more than 90 countries. We pride ourselves on being a... 
    Full time
    Part time
    Local area
    Immediate start
    Monday to Friday

    Terminix (Copesan)

    Sanford, FL
    1 day ago
  •  ...in the following ways: Assist in conducting accounting services on behalf of assigned clients and funds including driving Service...  ...plans, targeting efficiencies, enhancing processes and specialist review functions, allocating expenses and preparing reports.... 
    Work experience placement
    Work at office
    Flexible hours

    BNY

    Lake Mary, FL
    2 days ago
  • $52.5k - $59.66k

     ...STV is seeking a Community Outreach Specialist to join our Florida's Turnpike Enterprise General Engineering Consultant team in the client's Operations HQ, in Turkey Lake, FL. This position is responsible for supporting the coordination and implementation of... 
    Flexible hours

    STV Incorporated

    Lake Mary, FL
    9 days ago
  • $14 per hour

     ...Front Desk Specialist Gene Matthews Club - Northport, FL Overview Salary Range $14.00 Hourly Position Type Part Time Job Shift...  ...High School Travel Percentage None Category Nonprofit - Social Services Description Employee Benefits Club Membership at locations... 
    Hourly pay
    Part time
    Work experience placement
    Shift work

    Boys and Girls Clubs of Sarasota and DeSoto Counties

    Longwood, FL
    1 day ago
  •  ...Receiving Specialist As a Receiving Specialist, you will be responsible for managing the...  ...experience and deliver exceptional customer service - the Receiving Specialist ensures this...  ...! Exciting opportunities to represent Cycle Gear at special events -- International... 
    Hourly pay
    Part time
    Immediate start
    Shift work
    Night shift
    Afternoon shift

    Comoto

    Sanford, FL
    12 hours ago
  • $20 - $21 per hour

     ...PTO (Paid Time Off) We are passionate about bringing cool, authentic restaurants to airports that represent a taste of place.  The Shared Services Specialist role is a hybrid position that supports on-site Airport Directors and the management team in financial,... 
    Hourly pay
    Full time
    Work at office
    Local area

    SSP Group

    Sanford, FL
    2 days ago
  •  ...meaningful contract role working as an Orientation and Mobility Specialist, serving K-12 students in vibrant Florida communities near...  ...sections 1 and 2) Prior experience providing compensatory services and conducting student evaluations (preferred) Comfort working... 
    Contract work

    Soliant Health

    Sanford, FL
    2 days ago
  •  ...employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence...  .... Our ambition is to build the best global team one that is representative and inclusive of the diverse talent, clients and communities... 
    Full time
    Work experience placement
    Work at office
    Worldwide
    Flexible hours
    Shift work

    BNY

    Lake Mary, FL
    2 days ago
  •  ...At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams... 
    Work experience placement
    Local area
    Worldwide
    Flexible hours

    BNY

    Lake Mary, FL
    12 hours ago
  •  ...Job Description Position Purpose: The Asset Protection Specialist is primarily responsible for preventing financial loss caused by theft and fraud and supporting safety and environmental program compliance in their assigned store/multiple stores. They utilize tools... 
    Local area

    Home Depot

    Lake Mary, FL
    3 days ago
  •  ...Delivery Specialist The Delivery Specialist will maintain and operate store vehicles to deliver parts and/or products to professional...  .... Other additional duties as assigned, including customer service, sweeping, general stocking and straightening stock, merchandising... 
    Local area
    Immediate start
    Remote work
    Flexible hours

    O'Reilly Auto Parts

    Sanford, FL
    3 days ago
  • $2,094 per week

     ...healthcare professionals. Nomad offers Cath Lab Techs a hassle-free experience, industry-leading pay rates, full benefits, and exceptional service. Earn more. Stress less. Be a Nomad. Qualifications State License License must be in hand at time of... 
    Temporary work

    NOMAD

    Sanford, FL
    3 days ago
  •  ...employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence...  .... We're seeking a future team member for the role of Specialist, Middle Office to join our Middle Office BOLT team. This role... 
    Work experience placement
    Work at office
    Worldwide
    Flexible hours

    BNY

    Lake Mary, FL
    7 days ago
  •  ...At Pediatric Home Service, we help medically complex kids live their best lives, at home, with their families. As a national leader...  ...children and families first. Position :Delivery Specialist (Medical Equipment) Location: Orlando, FL Hours : Monday... 
    Full time
    Local area
    Monday to Friday

    Pediatric Home Service

    Longwood, FL
    2 days ago
  •  ...Specialist, Client Operation I At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible... 
    Work experience placement
    Worldwide
    Flexible hours

    BNY Mellon

    Lake Mary, FL
    1 day ago
  •  ...At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams... 
    Work experience placement
    Worldwide
    Flexible hours

    BNY Mellon

    Lake Mary, FL
    1 day ago
  • $19 - $21 per hour

     ...busy but friendly nonprofit! The Trust Specialist provides administrative support to the...  ...delivering compassionate, high-quality service to beneficiaries, families, attorneys,...  ...The physical demands described here are representative of those that must be met by an... 
    Hourly pay
    Full time
    Work at office
    Local area
    Monday to Friday

    Advocates and Guardians for the Elderly and Disabled

    Longwood, FL
    8 hours ago
  •  ...Global Sourcing Specialist III Company Overview At Mitsubishi Power, we're not just building better clean energy technologies;...  ...procurement activities for assigned commodities, equipment, or services in alignment with project requirements and business objectives... 
    Remote work
    Monday to Friday
    Flexible hours

    MHI

    Lake Mary, FL
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Specialist, Shareholder Services Representative I. Be the first to apply!