The Bank of New York Mellon

Representative, Shareholder Services

The Bank of New York Mellon

Boston, MA, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

The Bank of New York Mellon is looking for an energetic and customer service-driven Representative, Shareholder Services to join our team. The successful candidate will serve as the primary point of contact for the Bank’s shareholder services clients, providing superior service and solutions to ensure client satisfaction. To excel in this role, you should have excellent communication skills, great attention to detail, and the ability to stay organized under pressure. If you’re a highly motivated individual with a passion for providing outstanding service, then we’d love to hear from you.

Responsibilities:

  1. Respond to customer inquiries and requests in a timely and professional manner.
  2. Provide quality customer service in a courteous and friendly manner.
  3. Resolve customer complaints and escalate issues to the appropriate personnel when necessary.
  4. Maintain a thorough understanding of the Bank’s shareholder services products and services.
  5. Develop strong relationships with clients to ensure customer loyalty and satisfaction.
  6. Accurately document customer interactions in the Bank’s customer relationship management system.
  7. Monitor customer accounts and transactions to identify and prevent potential risks and fraud.
  8. Monitor and analyze customer usage trends to suggest new products and services.
  9. Ensure compliance with applicable regulations and internal policies.
  10. Participate in and contribute to staff meetings and training sessions.
Where is this job?
This job is located at Boston, MA, USA
Job Qualifications
  • Finance

  • Or Related Field

  • Proficiency In Microsoft Office Suite

  • Ability To Work Independently And As Part Of A Team

  • Strong Written And Verbal Communication Skills

  • Bachelor’s Degree In Business

  • Analytical And Problem-Solving Abilities

  • Ability To Multi-Task With Accuracy And Attention To Detail

  • Knowledge Of Bank Of New York Mellon Policies And Procedures

  • Ability To Handle Confidential And Sensitive Information

Required Skills
  • Research

  • Communication

  • Time Management

  • Microsoft Office

  • Multitasking

  • Attention to detail

  • Problem Solving

  • Negotiation

  • Client Service

  • Compliance

  • Record keeping

  • Adaptability

  • Interpersonal

  • Regulatory Knowledge

  • Financial Literacy

Soft Skills
  • Communication

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • flexibility

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Representative, Shareholder Services in Boston, MA, USA is $44,845 - $58,923 per year.

The salary range can depend on a number of factors such as the employer, experience, certifications, and other qualifications. In addition, the salary range may also vary depending on the location and the cost of living in the area.

Additional Information
The Bank of New York Mellon is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedJuly 10th, 2023
Apply BeforeJuly 20th, 2025
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About The Bank of New York Mellon

The Bank of New York Mellon Corporation is an American worldwide banking and financial services holding company headquartered in New York City. Bank of New York was established in 1784. BNY Mellon was formed with the merger of The Bank of New York and the Mellon Financial Corporation.

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