Senior Associate, Shareholder Services
At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.
We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.
We're seeking a future team member for the role of Senior Associate, Shareholder Services to join theShareholder Services team. This role is located inWestborough, MA - Hybrid.
In this role, you'll make an impact in the following ways:
Independently responds to phone and email inquiries from multiple mutual fund shareholders regarding, among others, financial transactions, account information or processing a transaction.
Service provided to shareholders over the phone is of very high quality.
Handles highly complex requests to make updates to client accounts or instructs clients on how to make highly complex account changes.
Takes on larger-scale projects that are business oriented and may extend over longer periods of time.
Serves as an escalation point for more junior team members and provides approvals.
Responds to shareholder emails and handles inquiries of the highest complexity.
Receives call handoffs from the rest of the team when more junior team members need assistance and is ultimately responsible for ensuring transferred calls are addressed
To be successful in this role, we're seeking the following:
Bachelors degree in accounting or the equivalent combination of education and experience is required
5-7 years of total work experience preferred. Customer service experience in the financial service market preferred
At BNY, our culture speaks for itself. Here's a few of our awards:
America's Most Innovative Companies, Fortune, 2024
World's Most Admired Companies, Fortune 2024
Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024
"Most Just Companies", Just Capital and CNBC, 2024
Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
Bloomberg's Gender Equality Index (GEI), 2023
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.
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.
