Intermediate Representative, Shareholder Services
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Position Overview & Specifications
Bring your ideas. Make history.
BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the βbank of banksβ - 97% of the worldβs top banks work with us as we lead and serve our customers into the new era of digital.
With over 238 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, weβre approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNYMellon is all about.
Weβre seeking a future team member for the role of Intermediate Representative, Shareholder Services to join our UKTA Investor Services team . This role is located in Edinburgh, Midlothian, United Kingdom- HYBRID.
In this role, youβll make an impact in the following ways:
- Responds to all shareholder queries received by phone, email, letter or webchat. 80% of the role is phone based and the other 20% is investigating cases.
- Places telephone trades in accordance with instructions received.
- 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 and responds to shareholder once issue resolved.
- Reviews daily open items to ensure proper follow-up and closure.
- Responsible for the quality and completion of own work.
To be successful in this role, weβre seeking the following:
- High school/secondary school or the equivalent combination of education and experience is required.
- 1-2 years of total work experience preferred.
- Experience in contact centre or client service preferred.
At BNY Mellon, our inclusive culture speaks for itself. Hereβs a few of our awards:
- Fortune Worldβs Most Admired Companies & Top 20 for Diversity and Inclusion
- Bloombergβs Gender Equality Index (GEI)
- Best Places to Work for Disability Inclusion , Disability: IN β 100% score
- 100 Best Workplaces for Innovators, Fast Company
- Human Rights Campaign Foundation, 100% score Corporate Equality Index
- CDPβs Climate Change βA Listβ
Our Benefits:
BNY Mellon 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 lifeβs 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 that can support you and your family through moments that matter.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.
Our ambition is to build the best global team β one that is representative and inclusive of the diverse talent, clients and communities we work with and serve β and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
Candidate Selection & Onboarding Process
Application & Resume Screening
Submit your tailored CV/Resume directly to the talent acquisition portal.
Technical & Competency Interviews
Virtual interviews with the hiring manager and multidisciplinary team.
Formal Offer & Benefits Negotiation
Written agreement outlining compensation, equity, retirement vesting, and relocation allowances.
Onboarding & Corporate Integration
Equipment provisioning, team orientation, and commencement of duties.
United Kingdom Right to Work & Skilled Worker Visa Guide
Employment in the United Kingdom requires legal Right to Work verified under the Home Office Points-Based Immigration System:
Sponsoring employers must hold an active Home Office A-rated Sponsor License and assign a valid Certificate of Sponsorship (CoS). Role must meet the general minimum salary threshold (Β£38,700) or occupation going rate.
Continuous employment under Skilled Worker status establishes eligibility for Indefinite Leave to Remain (ILR) after 5 continuous years, leading to British Citizenship.
Candidate Preparation Blueprint: Investment & Asset Management
Based on transatlantic hiring benchmarks for Intermediate Representative, Shareholder Services roles across The Bank of New York Mellon Corporation's corporate sector, successful applicants typically excel across three core dimensions:
Demonstrated portfolio evidence, architecture/system design case studies, or validated professional certifications directly applicable to Investment & Asset Management.
STAR method competency responses highlighting cross-functional leadership, conflict resolution, and delivering measurable enterprise ROI under tight timelines.
Total compensation expectation aligned within the benchmarked Salary Disclosed on Application bracket, including retirement vesting and health parity.
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