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23 Jan 2023

Full-Time Intermediate Representative, Shareholder Services

BNYMellonTA – Posted by BNY Mellon Edinburgh, Scotland, United Kingdom

Job Description

Who We Are:

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations, or individual investors, BNY Mellon delivers informed investment and wealth management and investment services in 35 countries. As of March 31, 2022, BNY Mellon had $45.5 trillion in assets under custody and/or administration, and $2.3 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com. Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.

 

Shareholder Services

  • Responds to all shareholder queries received by phone, email, letter or webchat. 80% of the role is phone based and the other 20% is investigating cases.
  • Places telephone trades in accordance with instructions received.
  • Responds to straightforward questions about shareholder accounts and provides more advanced technical assistance.
  • Responses are fast, efficient and accurate.
  • Investigates errors in shareholder accounts and statements.
  • Routes issues that cannot be addressed at point of contact to appropriate team, in accordance with documented procedures and responds to shareholder once issue resolved.
  • Reviews daily open items to ensure proper follow-up and closure.
  • Responsible for the quality and completion of own work.

 

 

Skills & Requirements

  • High school/secondary school or the equivalent combination of education and experience is required.
  • 1-2 years of total work experience preferred.
  • Experience in contact centre or client service preferred.

 

What we can offer you:

  • Excellent opportunities for training, growth, and professional development
  • Mentoring and job shadowing programs
  • A multitude of opportunities to get involved in additional charity projects and engagement groups
  • Employee Referral Program
  • Health Promotion: Wellbeing and Innovation Centre, Wellbeing programs
  • Full time contract of employment
  • Competitive salary
  • Health & Life Insurance
  • Private medical care
  • Pension scheme

 

 

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.

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Job Categories: Equal Opportunities. Job Types: Full-Time. Salaries: Not Disclosed.

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