BNY Mellon Careers

Intermediate Representative, Shareholder Services - Transfer Agency Customer Services Team

Edinburgh, United Kingdom
Asset Servicing


Job Description

Shareholder Services - S2
  • Supports professional and management staff by providing large quantities of data related to, among others, financial transactions, account information and transaction processing to be used in responses to more complicated client inquiries on a daily basis.
  • Processes moderately complex updates to shareholder accounts.
  • Under general supervision, assists professional and management staff by responding to phone, email and other inquiries regarding fund information, services and procedures.
  • Responds to straightforward questions about shareholder accounts and provides more advanced technical assistance.
  • Responses are fast, efficient and accurate.
  • Investigates 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.
  • Assists junior colleagues in resolving outstanding issues.
  • No direct reports.
  • Provides guidance to less experienced staff.
  • 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.
  • Entry level role with some fund admin / office experience is required.
  • Experience in brokerage processing preferred.


For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.

Client Service Delivery manages investment monitoring, measurement and processing services for our clients. Our solutions include Securities Operations, Fund Administration, Transfer Agency, Outsourcing, Performance Measurement and other related services.

BNY Mellon is an Equal Employment Opportunity Employer.

Primary Location: United Kingdom-Lothian Region-Edinburgh
Job: Asset Servicing
Internal Jobcode: 70584
Organization: Transfer Agency EMEA-HR07268
Requisition Number: 1801649