Representative, Shareholder Services

Bring your ideas. Make history.
BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank of banks” - 97% of the world’s top banks work with us as we lead and serve our customers into the new era of digital.

With over 238 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we’re approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNYMellon is all about.

We’re seeking a talented Representative, Shareholder Services to join our Services Delivery team. This role is located in Westborough, MA- HYBRID.

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

• Provide outstanding service to all internal and external customers to maintain customer retention and dedication
• U tilize CRM tool to accurately record and track service requests and follow-up.
• Processes updates to shareholder accounts.
• Under direct supervision, assists professional and management staff by responding to phone, email and other inquiries regarding fund information, services, and procedures. Responses are fast, efficient, and accurate, and are verified by more senior team members.
• Provides basic technical assistance to shareholders and assists in responding to straightforward inquiries.
• Corrects straightforward errors in shareholder accounts and statements.
• Routes issues that cannot be addressed at point of contact to appropriate team, in accordance with documented procedures.
• Reviews daily open items to ensure proper follow-up and closure.
• Calmly attempts to resolve and de-escalate any issues
• No direct reports. Responsible for the quality and completion of own work.
  

As a Financial Call Center Representative, you must represent our company well by being responsible, punctual, and motivated to go above and beyond the call of duty. You must also be highly detail-oriented and organized with excellent analytic and problem-solving abilities. It is also important that you display excellent verbal and written communication and interpersonal skills.

To be successful in this role, we’re seeking the following:

• A passion for assisting people in need
• 2+ years in customer service or a call center
• 2-year college degree or equivalent work experience
• Experience in financial services preferred.
• Ability to multitask and adapt to changing priorities
• Excellent verbal and written communication skills

At BNY Mellon, our inclusive culture speaks for itself. Here’s a few of our awards:

• Fortune World’s Most Admired Companies & Top 20 for Diversity and Inclusion
• Bloomberg’s Gender Equality Index (GEI)
• Best Places to Work for Disability Inclusion , Disability: IN – 100% score
• 100 Best Workplaces for Innovators, Fast Company
• Human Rights Campaign Foundation, 100% score Corporate Equality Index
• CDP’s Climate Change ‘A List’

Our Benefits:

BNY Mellon 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 that can support you and your family through moments that matter.

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.