Sr. Rep, Shareholder Services
BNY MellonUniondaleUpdate time: September 14,2021
Job Description
Shareholder Services - Supports professional and management staff by providing large quantities of data related to, among others, financial transactions, account information and transaction processing to be used in responses to the complicated client inquiries on a daily basis. Responds to ad hoc requests for non-standard information. Processes complex updates to shareholder accounts. Serves as an escalation point for more junior team members. Assists professional and management staff by responding to phone, email and other inquiries regarding fund information, services and procedures. Responds to questions about shareholder accounts and provides more advanced technical assistance. Responses are fast, efficient and accurate. Addresses issues that have been escalated by junior team members and verifies their responses to shareholders. Researches and resolves moderately complex operational or shareholder issues. Routes issues that cannot be addressed at point of contact to appropriate team, in accordance with documented procedures. Assists in providing status updates on problem resolution and outstanding issues to professional and management teams. Assists with process improvement by contributing ideas to improve team efficiency. No direct reports. Provides guidance to less experienced staff. Responsible for the quality and completion of own work. Qualifications High school/secondary school or the equivalent combination of education and experience is required. Bachelors degree preferred. 2-3 years of total work experience preferred. Experience in financial services preferred. Series 6 & 63 licenses highly desirable. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/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. Primary Location: United States-New York-Uniondale Internal Jobcode: 70583 Job: Asset Management Organization: IM Infrastructure-HR14826 Requisition Number: 2116902

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