Associate, Shareholder Services I

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Job Description

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 it is all about.

We’re seeking a future team member for the role of Associate, Shareholder Services I to join our Shareholder Services at Transfer Agency team. This role is located in Wroclaw, DOLNYSLASK – HYBRID model.

The Shareholder Services team responds to requests and queries from clients (retail or institutional) which are received via phone, email, or written postal enquiry. The team is responsible for maintaining and ensuring that we meet our agreed KPIs with our clients. We are responsible for providing a fast, efficient, accurate service with a limited number of handoffs to ensure the shareholder needs are met and aligned with client expectations and regulatory requirements.

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

• Respond to client queries via telephone, email, postal enquiry in an efficient and professional manner.
• Dealing with escalations in the form of email queries which are received either from the client or internally to ensure they are acted upon in a timely manner.
• Prepare and check reporting to clients and investors through the appropriate channels.
• Collaborate with cross-functional teams to streamline processes and improve overall client satisfaction.
• Provide training and support to new team members to ensure consistent service delivery standards.
• Monitor and analyze client feedback to identify areas for improvement and implement necessary changes.

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

• 1-3 years of total work experience; experience in financial services, contact centre or client service preferred.
• Strong Microsoft Office skills, with a focus on Excel.
• Superior oral and written communication skills.
• Excellent analytical, organizational and time management skills.
• Ability to multi-task, manage multiple projects and meet deadlines.
• High level of accuracy and professionalism.
• Fluent in written and spoken English is essential for this role.

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.

Seniority level

• Associate

Employment type

• Full-time

Job function

• General Business, Management, and Business Development