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13 Feb 2023

Full-Time Intermediate Representative, Shareholder Services

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

Job Description

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.

 

Our offer for 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. Job Tags: finance; banking; investments. Salaries: Not Disclosed.

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