AI Hub
The Specialist, Shareholder Services Representative II provides service and sales support for mutual funds, brokerage, and annuity accounts, handling onboarding, complex client inquiries, and shareholder account updates. The role also serves as an escalation point, ensures compliance, and contributes to process improvements within the BNY Wealth team.
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Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for AI Hub.
AI Hub didn’t post a salary, so this is our estimate from similar listings.