Specialist, Shareholder Services Representative

BNY

Posted 3 months ago

Full Time

Lake Mary, Florida

In Person

Smart Summary

Responsibilities

The Specialist is responsible for executing and overseeing shareholder services transactions while ensuring accuracy and regulatory compliance. They also collaborate with internal teams to optimize workflows and provide exceptional client service by addressing inquiries.

Qualifications

We are seeking a Specialist, Shareholder Services Representative with 0-2 years of experience. A Bachelor's degree in Finance, Business Administration, or a related field is preferred. Strong analytical, communication, and organizational skills are essential for managing transactions and providing excellent client service.

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

BNY is a global financial services platforms company at the heart of the world’s capital markets. For more than 240 years BNY has partnered alongside clients, using its expertise and platforms to help them operate more efficiently and accelerate growth. Today BNY serves over 90% of Fortune 100 companies and nearly all the top 100 banks globally. BNY supports governments in funding local projects and works with over 90% of the top 100 pension plans to safeguard investments for millions of individuals. As of December 31, 2025, BNY oversees $59.3 trillion in assets under custody and/or administration and $2.2 trillion in assets under management. Follow BNY on Instagram & X: @BNYglobal
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