Rep, Shareholder Services
Posted on: 12 Mar 2021
King Of Prussia, PA
Job Description
Shareholder Services - S1 Supports professional and management staff by providing data related to, among others, financial transactions, account information and transaction processing to be used in responses to client inquiries on a daily basis. 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. Provides basic technical assistance to shareholders and assists in responding to straightforward inquiries. Responses are fast, efficient and accurate, and are verified by more senior team members. 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. No direct reports. Responsible for the quality and completion of own work.
Qualifications
High school/secondary school or the equivalent combination of education and experience is required. Bachelors degree preferred. 0-1 years of total work experience preferred. Experience in financial services preferred.
BNY Mellon
New York, New York
The Bank of New York Mellon Corporation provides a range of financial products and services to institutions, corporations, and high net worth individuals in the United States and internationally. The company operates through two segments, Investment Management and Investment Services. It offers investment management, custody, foreign exchange, fund broker-dealer, collateral and liquidity, clearing, corporate trust, global payment, trade finance, and cash management services, as well as securities finance and depositary receipts. The company also provides mutual funds, separate accounts, and wealth management and private banking services; and trust and registered investment advisory services. In addition, it engages in leasing, corporate treasury, derivative and other trading, corporate and bank-owned life insurance, renewable energy investment, and business exit activities. The Bank of New York Mellon Corporation was founded in 1784 and is headquartered in New York, New York.
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IndustryBanking/Financial Services
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No. of Employees49,800
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Website
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Jobs Posted1742
