Specialist, Shareholder Services Representative

Job Title

Associate to Join Private Equity Team
Job Description

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.
Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We're seeking a future team member for the role of Associate to join Private Equity Team. This role is located in Lake Mary (4 days in office expectation).
In this role, you'll make an impact in the following ways:
The Specialist, Shareholder Services Representative plays a pivotal role in the Transaction Processing function, specifically within the Transaction Processing job family.
This position is responsible for ensuring seamless execution and management of shareholder services transactions.
The role supports BNY's commitment to operational excellence and client satisfaction by adhering to principles of integrity and transparency. By leveraging expertise in transaction processing, the Specialist contributes to the organization's strategic pillars by enhancing service delivery and maintaining the highest standards of accuracy and efficiency.
Execute and oversee shareholder services transactions by applying detailed knowledge of transaction processing systems and protocols. Ensure accuracy and compliance in transaction processing by adhering to regulatory requirements and organizational policies. Collaborate with internal teams and stakeholders to optimize transaction workflows and improve service delivery. Provide exceptional client service by promptly addressing inquiries and resolving issues related to shareholder transactions. Contribute to process improvement initiatives by identifying inefficiencies and recommending solutions. Maintain comprehensive records and documentation to support auditing and reporting requirements.
To be successful in this role, we're seeking the following:
Bachelor's degree in Finance, Business Administration, or related field preferred. 0-2 years of experience.
Strong analytical and problem-solving skills to manage complex transactions and resolve issues.
Excellent communication skills for effective client interaction and collaboration with team members.
Attention to detail and organizational skills to ensure accuracy and compliance in transaction processing.
About the Team

At BNY, our culture speaks for itself, check out the latest BNY news at BNY Newsroom & BNY LinkedIn
Here's a few of our recent awards:
America's Most Innovative Companies, Fortune, 2025
World's Most Admired Companies, Fortune 2025
"Most Just Companies", Just Capital and CNBC, 2025
Job Info

Job Identification 74420
Job Category Transaction Processing
Locations 300 Colonial Center Parkway, Lake Mary, FL, 32746, US
Job Schedule Full time
Job Shift Day
Base Salary Min 52000
Base Salary Max 60000