Shareholder Services Representative

SHAREHOLDER SERVICES REPRESENTATIVE I:

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #Life AtBNY is all about. Join us and be part of something extraordinary.

We’re seeking a future team member for the role of Shareholder Services Representative I to join our Retail Customer Service team. This role is located in Lake Mary, FL.

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

• Working within the Retail Services department, answer inbound calls in support of Retail Direct shareholders.
• Assist with processing financial transactions, provide account information, and respond to client inquiries daily of varying complexity.
• Provide advanced technical assistance for shareholders’ online accounts.
• On a case-by-case basis, review shareholder accounts for any errors, general issues, and escalate matters through appropriate channels when issues cannot be resolved at the initial point of contact.
• Track the progress of escalated matters to ensure proper follow up and closure of these issues.
• Provide guidance to junior members of the staff. This position does not have direct reports.

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.
• Bachelor’s degree preferred.
• Experience in financial services preferred.

At BNY, our culture speaks for itself, check out the latest BNY news at:

BNY Newsroom
BNY LinkedIn

Here’s a few of our recent awards:

America’s Most Innovative Companies, Fortune, 2025
World’s Most Admired Companies, Fortune 2025
“Most Just Companies”, Just Capital and CNBC, 2025

Our Benefits and Rewards:

BNY 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, including paid volunteer time, that can support you and your family through moments that matter.

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