At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.    

We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.

We’re seeking a future team member for the role of Intermediate Representative, Shareholder Services to join our AIS Investor Services team. This role is located in Wroclaw- HYBRID

Department/Team overview                                                                            

With global reach and a comprehensive suite of scalable administrative, operational and infrastructure capabilities, BNY Mellon AIS Investor Services helps clients to drive business growth and maximize efficiency. Backed by the power of BNY Mellon at every phase of the fund lifecycle, our global footprint and deep expertise deliver insight-driven solutions directly to clients. 

AIS Investor Services provides clients with high quality operational support. We ensure that good client relations are maintained, and inquiries are researched and resolved efficiently and in a timely manner. Our daily work involves cooperating with onshore Investor Services Managers and assisting them in their day-to-day responsibilities focused around servicing investors.

As our team supports processes for investors across the globe, our working hours may vary, and we appreciate your flexibility.

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

• Open and maintain shareholder registers
• Process trades: subscriptions, redemptions, transfers and switches
• Answers inquiries and resolves problems or issues.
• Support day-to-day reporting activities, including fund static data setup and maintenance.
• Reconciliation of such processes like cash, banking details etc.
• Perform routine and non-routine client service and transactional support functions.
• Provide analytics and reporting services, working to improve and automate transaction processing systems.
• Provide direction to lower-level service roles in the successful delivery of support or service.
• Participate in straightforward product development, product enhancement, and system testing to ensure that products continue to accurately and efficiently process high value transactions.
• Solve problems based on an understanding and knowledge of the intricacies of the system.

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

• Fluent spoken and written English language skills
• Experience in written & spoken client communication is preferable
• Ability to withstand work pressure and deliver with speed and accuracy 
• Strong PC skills (including Microsoft® Word, Excel, etc.) 
• Flexibility towards tasks assigned, job timing and scope of responsibility. 
• Bachelors degree or the equivalent combination of education and experience is required
• 3-5 years of total work experience, preferred in corporate environment.
• Previous experience in Financial Services preferred 

At BNY, our culture speaks for itself. Here’s a few of our awards: 

• America’s Most Innovative Companies, Fortune, 2024
• World’s Most Admired Companies, Fortune 2024
• Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
• Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024
• “Most Just Companies”, Just Capital and CNBC, 2024
• Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
• Bloomberg’s Gender Equality Index (GEI), 2023

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.