
Posted 17 days ago
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BNY Mellon is hiring an Associate, Shareholder Services I to join the Shareholder Services team in Wroclaw, Poland. The role involves responding to client queries via phone, email and web chat, preparing and checking client and investor reporting, handling escalations, and acting as an SME on team projects. The position includes training duties, procedure reviews, and requires strong Excel, analytical and time-management skills. Fluent written and spoken English and German are essential, and 1-3 years' experience (financial services, contact centre or client service preferred) is expected.
- Compensation
- Not specified
- City
- Wroclaw
- Country
- Poland
Currency: Not specified
Full 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, Shareholder Services I to join our Shareholder Services team. This role is located in Wroclaw, Poland.
In this role, you will make an impact in the following ways:
- Respond to client queries via telephone, email, written enquiry or web chat in an efficient and professional manner.
- Dealing with escalations in the form of email queries which are received either from the client or internally to ensure they are acted upon in a timely manner.
- Prepare and check reporting to Clients and Investors through the appropriate and dedicated channels.
- Act as an SME for any projects which involve the Shareholder Services Team.
- Conduct training with any new starts or any ongoing cross training which is required.
- Reviewing team procedures as and when they come up for review.
To be successful in this role, we’re seeking the following:
- 1-3 years of total work experience; experience in financial services, contact centre or client service preferred.
- Strong Microsoft Office skills, with a focus on Excel.
- Superior oral and written communication skills.
- Excellent analytical, organizational and time management skills
- Ability to multi-task, manage multiple projects and meet deadlines.
- High level of accuracy and professionalism
- Fluent in written and spoken English and German is essential for this role.
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