Specialist, Shareholder Services

Specialist, Shareholder Services

Full-Time 35000 - 45000 £ / year (est.) No working from home possible
BNY Mellon

At a Glance

  • Tasks: Resolve client complaints and ensure compliance with regulatory requirements.
  • Company: Join BNY, a leading global financial services company driving innovation.
  • Benefits: Competitive pay, flexible resources, generous leave, and wellbeing programs.
  • Other info: Dynamic culture with opportunities for personal growth and development.
  • Why this job: Be part of a team that influences 20% of the world’s investible assets.
  • Qualifications: Experience in financial services preferred; open to less experienced candidates.

The predicted salary is between 35000 - 45000 £ per year.

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.

We’re seeking a future team member for the role of Specialist, Shareholder Services to join our UK Transfer Agency team. This role is located in Manchester, UK.

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

  • Investigate and resolve complaints received for our clients, attempting early resolution of the complaint where appropriate.
  • Own resolution of the complaint, including drafting the final response and arranging compensation where appropriate.
  • Ensure all work is processed in line with clients’ regulatory requirements including CASS, COLL, COBS, DISP, GDPR and Consumer Duty as applicable.
  • Escalate any high priority or high-risk complaints to manager and analyse data to monitor performance and drive continuous improvement.

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

  • Combination of education, training, and experience that demonstrates the ability to perform the responsibilities of the role. A bachelor's degree may be beneficial, but not necessarily required.
  • 3-5 years of total work experience preferred but we will consider less experienced candidates.
  • Experience in a financial services operational area and/or oversight handling preferred.
  • Willingness to develop personal skills in AI/Digital Tools preferred.

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.

Specialist, Shareholder Services employer: BNY Mellon

At BNY, we pride ourselves on fostering a culture of innovation and collaboration, making us an exceptional employer for those seeking to thrive in the financial services sector. Located in Manchester, our UK Transfer Agency team offers a dynamic work environment where employees are encouraged to develop their skills, particularly in AI and digital tools, while enjoying competitive compensation, generous benefits, and a strong commitment to personal wellbeing. Join us to be part of a forward-thinking organisation that values diversity and empowers its employees to make a meaningful impact.

BNY Mellon

Contact Details:

BNY Mellon Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Specialist, Shareholder Services

Tip Number 1

Network like a pro! Reach out to current or former employees at BNY through LinkedIn. A friendly chat can give you insider info and maybe even a referral, which can really boost your chances.

Tip Number 2

Prepare for the interview by researching BNY’s culture and values. Show us that you’re not just looking for any job, but that you genuinely want to be part of something extraordinary at BNY.

Tip Number 3

Practice your problem-solving skills! Since the role involves resolving complaints, think of examples from your past experiences where you successfully handled difficult situations. We love to see how you think on your feet!

Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows us you’re serious about joining the team.

We think you need these skills to ace Specialist, Shareholder Services

Complaint Resolution
Regulatory Compliance
CASS
COLL
COBS
DISP
GDPR

Some tips for your application 🫡

Tailor Your Application:Make sure to customise your CV and cover letter for the Specialist, Shareholder Services role. Highlight your relevant experience in financial services and any skills that align with the job description. We want to see how you can make an impact!

Showcase Your Problem-Solving Skills:Since this role involves investigating and resolving complaints, share examples of how you've successfully handled similar situations in the past. We love seeing candidates who can think on their feet and drive continuous improvement.

Be Clear and Concise:When writing your application, keep it straightforward and to the point. Use clear language and avoid jargon unless it's relevant to the role. We appreciate a well-structured application that’s easy to read!

Apply Through Our Website:Don’t forget to submit your application through our official website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re serious about joining our team!

How to prepare for a job interview at BNY Mellon

Know Your Stuff

Before the interview, make sure you understand the key responsibilities of a Specialist in Shareholder Services. Familiarise yourself with terms like CASS, COLL, and GDPR. This will show that you're not just interested in the role but also prepared to tackle its challenges.

Showcase Your Problem-Solving Skills

Since the role involves investigating and resolving complaints, be ready to discuss specific examples from your past experience where you've successfully handled difficult situations. Use the STAR method (Situation, Task, Action, Result) to structure your answers.

Emphasise Continuous Improvement

BNY values innovation and improvement, so come prepared to talk about how you've contributed to process enhancements in previous roles. Think about times when you've analysed data to drive better outcomes and be ready to share those insights.

Be Ready for AI and Digital Tools Discussion

With a focus on cutting-edge technology, be prepared to discuss your willingness to learn and adapt to new digital tools. If you have any experience with AI or similar technologies, highlight that to show you're aligned with BNY's forward-thinking culture.