What are the responsibilities and job description for the Specialist, Shareholder Services Representative I position at BNY?
Specialist, 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 #LifeAtBNY is all about. Join us and be part of something extraordinary.
We’re seeking a future team member for the role of Specialist, Shareholder Services Representative I, to join our Fund and IS Client Ops team. This role is located in Lake Mary, FL or Westborough, MA.
In this role, you’ll make an impact in the following ways:
- Provide large quantities of data related to financial transactions, account information, and transaction processing to support responses to complex client inquiries on a daily basis.
- Respond to ad hoc requests for non-standard information and process complex updates to shareholder accounts.
- Serve as an escalation point for junior team members, verify their responses to shareholders, and provide advanced technical assistance regarding shareholder accounts.
- Research and resolve moderately complex operational or shareholder issues; route issues that cannot be addressed at point of contact to the appropriate team per documented procedures; assist with status updates on problem resolution and contribute ideas to improve team efficiency.
To be successful in this role, we’re seeking the following:
- High school/secondary school or equivalent combination of education and experience required; Bachelor’s degree preferred.
- 2-3 years of total work experience preferred.
- Experience in financial services preferred.
- Demonstrated ability to respond to phone, email, and other inquiries with fast, efficient, and accurate information; strong data handling, problem resolution, and operational skills; responsible for the quality and completion of own work.
- People Leadership: No direct reports; provides guidance to less experienced staff.
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. 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.