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13 Feb 2023

Full-Time Intermediate Representative, Shareholder Services

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

Job Description

Bring your ideas. Make history.
BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world’s top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank of banks” – 97% of the world’s top banks work with us as we lead and serve our customers into the new era of digital.

With over 238 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we’re approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNYMellon is all about.

We’re seeking a future team member for the role of Intermediate Representative, Shareholder Services. This role is located in Edinburgh, Midlothian, United Kingdom- HYBRID.

 

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

  • 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.

 

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

  • 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.

 

At BNY Mellon, our inclusive culture speaks for itself. Here’s a few of our awards:

  • Fortune World’s Most Admired Companies & Top 20 for Diversity and Inclusion
  • Bloomberg’s Gender Equality Index (GEI)
  • Best Places to Work for Disability Inclusion, Disability: IN – 100% score
  • 100 Best Workplaces for Innovators, Fast Company
  • Human Rights Campaign Foundation, 100% score Corporate Equality Index
  • CDP’s Climate Change ‘A List’

 

Our Benefits:

BNY Mellon 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 that can support you and your family through moments that matter.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer – Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

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. Job Tags: investment management; finance; banking. Salaries: Not Disclosed.

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