Senior Specialist, Investor Services Operations
About The Position
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 and champions of inclusion, 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 Senior Specialist, Investor Services Operations, to join our Integrated Middle Office Solutions team. This role is located in Westborough, MA.
Requirements
- Bachelor’s degree or equivalent combination of education and experience is required
- 3–5 years of total work experience preferred
- Experience in transfer agency operations preferred
- Ability to apply key controls/processes to identify potential risk
- Strong project management, client engagement, and cross-functional collaboration skills
Responsibilities
- Conducts, analyzes, and reports on transfer agency operations activities for clients of moderate complexity
- Leads client onboarding and internal conversions
- Conducts key metric reporting and consults/provides oversight to daily Transfer Agency processes
- Assists management with day-to-day operations, resolving escalated issues, and improving productivity through process review and control enhancements
- Leads project management initiatives and onboarding for new clients, and develops relationships with technology and line of business teams as Subject Matter Experts
- Analyzes business data to identify trends, mitigate risk, enhance client relationships, and identify new products/services to increase revenue
- Participates in client engagement regarding new products, services, or key business changes
- Provides guidance to less experienced team members as needed and contributes to team objectives
Benefits
- Highly competitive compensation
- Benefits and wellbeing programs
- Access to flexible global resources and tools
- Generous paid leaves
- Paid volunteer time
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What This Job Offers
Job Type
Full-time
Career Level
Senior
