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Shareholder Services Specialist II – Client Onboarding

Job in New York, New York County, New York, 10261, USA
Listing for: BNY Mellon
Full Time position
Listed on 2026-08-02
Job specializations:
  • Finance & Banking
    Financial Services
Salary/Wage Range or Industry Benchmark: 65000 - 85000 USD Yearly USD 65000.00 85000.00 YEAR
Job Description & How to Apply Below
Location: New York

BNY Mellon is seeking a Specialist, Shareholder Services Representative II to join the Wealth team in New York, NY. You will provide service and sales support across mutual funds, brokerage, and annuity businesses, and assist with onboarding and complex inquiries.

You will handle complex shareholder updates, escalate and mentor colleagues, and ensure regulatory compliance while delivering high-quality client service in a fast-paced environment.

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