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14 Sep 2022
Full-Time Intermediate Representative, Shareholder Services
Job Description
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.
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.
How to Apply
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