Associate, Shareholder Services Representative I

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, Shareholder Services Representative I to join our Wealth Services Operations team. This role is based in Manchester

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

• Supports professional and management staff by providing large quantities of data related to, among others, financial transactions, account information and transaction processing to be used in responses to the complicated client inquiries daily.

• Responds to ad hoc requests for non-standard information. Processes complex updates to shareholder accounts. Serves as an escalation point for more junior team members.

• Assists professional and management staff by responding to phone, email and other inquiries regarding fund information, services and procedures.

• Researches and resolves moderately complex operational or shareholder issues. Routes issues that cannot be addressed at point of contact to appropriate team, in accordance with documented procedures.

• Assists in providing status updates on problem resolution and outstanding issues to professional and management teams.

• Assists with process improvement by contributing ideas to improve team efficiency.

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

• Experience in financial services operations, wealth operations, or client service.

• Confidence working with client inquiries, operational processes, and issue resolution in a fast‑paced environment.

• Strong communication skills with a client‑obsessed mindset; able to explain complex topics in simple, inclusive language.

• Curiosity and problem‑solving skills with the ability to analyze trends and recommend improvements.

• Comfort with digital tools and learning new systems quickly; attention to detail and ownership mindset.

• High school/secondary school or equivalent experience required; Bachelor’s degree welcomed but not mandatory.

• Several years of total work experience helpful; we value diverse paths and transferable skills.

• If you don’t meet every qualification but are excited about the role, we encourage you to apply — you may be the right candidate.

At BNY, our culture speaks for itself, check out the latest BNY news at:

BNY Newsroom

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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

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.