BNY

Specialist, Shareholder Services Representative

BNY  •  Lake Mary, FL (Onsite)  •  2 months ago
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Job Description

**POSITION SUMMARY:** The Specialist, Shareholder Services Representative plays a pivotal role in the Transaction Processing function, specifically within the Transaction Processing job family. This position is responsible for ensuring seamless execution and management of shareholder services transactions. The role supports BNY's commitment to operational excellence and client satisfaction by adhering to principles of integrity and transparency. By leveraging expertise in transaction processing, the Specialist contributes to the organization's strategic pillars by enhancing service delivery and maintaining the highest standards of accuracy and efficiency. **PRIMARY RESPONSIBILITIES:** - Execute and oversee shareholder services transactions by applying detailed knowledge of transaction processing systems and protocols. - Ensure accuracy and compliance in transaction processing by adhering to regulatory requirements and organizational policies. - Collaborate with internal teams and stakeholders to optimize transaction workflows and improve service delivery. - Provide exceptional client service by promptly addressing inquiries and resolving issues related to shareholder transactions. - Contribute to process improvement initiatives by identifying inefficiencies and recommending solutions. - Maintain comprehensive records and documentation to support auditing and reporting requirements. **EDUCATION/QUALIFICATIONS:** - Bachelor's degree in Finance, Business Administration, or related field preferred. **EXPERIENCE:** - 0-2 years of experience. **SKILLS:** - Strong analytical and problem-solving skills to manage complex transactions and resolve issues. - Excellent communication skills for effective client interaction and collaboration with team members. - Attention to detail and organizational skills to ensure accuracy and compliance in transaction processing.

BNY

About BNY

We help make money work for the world — managing it, moving it and keeping it safe. As a leading global financial services company at the center of the world’s financial system, we touch nearly 20% of the world’s investable assets. Today we help over 90% of Fortune 100 companies and nearly all the top 100 banks globally access the money they need. For more than 240 years we have partnered alongside our clients to create solutions that benefit businesses, communities and people everywhere.

Follow BNY on Instagram & X: @BNYglobal

Industry
Finance & Insurance
Company Size
10,000+ employees
Headquarters
New York, NY
Year Founded
1784
Website
bny.com
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