Posted by BNY Mellon powers individuals and institutions to succeed in the global economy providing investment management, investment services and wealth management. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK).
Entry Level Specialist in Shareholder Services – Poland
Team description:
The Shareholder Services team respond to requests from mutual fund shareholders via phone, email or other mechanisms to provide information, make updates to shareholder accounts, correct or escalate errors as appropriate. Team is also maintaining the shareholder satisfaction and providing fast, efficient, accurate service with a limited number of handoffs to ensure shareholder needs are met and aligned with Client expectations and regulatory requirements.
Job Description:
Intermediate Representative, Shareholder Service is responsible for:
Pro-actively formulate proposals to improve systems, procedures, reporting and contribute to updates to policies via providing feedback
Assist and/or conduct trainings related to the process
Maintain data in the TA platforms/systems
Send and respond to internal queries
Escalation of any issues or queries to the Manager
Prepare reporting to Clients and investors through the appropriate and dedicated TA platform
Answer/reply queries received vie email, phone or webchat in an efficient and professional manner
Any additional tasks or project work assigned to you by the Manager
Qualifications:
Last semester Student, Graduate or people who would like to change their career path
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
English fluency required