Associate, Shareholder Services I

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 Associate, Shareholder Services I to join our TA Operations EMEA team. This role is located in Manchester, hybrid working.

In this role, you’ll make an impact in the following ways: *With guidance, responds to phone and email inquiries from mutual fund shareholders regarding, among others, financial transactions, account information or processing a transaction.
*Handles lower complexity requests to make updates to shareholder accounts or instructs shareholders on how to make account changes.
*Answers phones and responds to shareholder emails with 75f inquiries handled without a handoff for assistance. Follows the Good Order Matrix call outline when addressing and closing standard calls and to ensure that the most current information is provided.
*Follows internal quality standards, the current workflow for each call type (Maintenance, Financial and Escalated issue), and security protocols. Completes security forms in compliance with regulatory requirements.
*Actively listens to shareholder needs in order to provide service that ensures continued shareholder satisfaction and complete, accurate fulfillment of shareholder asks.
*Makes an initial determination of which inquiries should be escalated to the Problem Resolution Team or will necessitate completion of an electronic ticket.
*Confirms conclusions with more senior team members. Escalates inquiries or completes electronic tickets to initiate delivery of historical statements or pass forms to shareholder as requested. Has a clear understanding of Policy and Procedures.
*Completes standard security protocol to verify shareholder identity and prevent fraud prior to releasing information.
*Accepts feedback and coaching and proactively adjust own management of call flows in response to feedback.
*Is able to work in a very structured environment. No direct reports.
*Responsibilities are limited to own conduct, accuracy and efficiency when handling interactions with stakeholders via phone or email.
To be successful in this role, we’re seeking the following: *Bachelors degree or the equivalent combination of education and experience is preferred.
*0-3 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.