Senior Specialist, Investor Services Operations
About The Position
BNY is seeking a Senior Specialist to join its Investor Services Operations team in Lake Mary, Florida, with an expectation of working in the office four days per week. The role supports investor services and transfer agency operations for assigned client relationships, with an emphasis on accurate transaction execution, high-quality service, successful client onboarding and conversions, and operational performance. The Senior Specialist serves as a subject matter expert, resolves escalated operational issues, supports controls and compliance, and identifies opportunities to improve efficiency and reduce risk. The position also partners with clients and internal teams on projects, technology enhancements, new products, services, and strategic initiatives.
Requirements
- Bachelor's degree or equivalent combination of education and experience.
- Typically 3–5 years of experience in investor services operations, transfer agency, fund servicing, financial services operations, or a related field.
- Experience supporting client onboarding, conversion activities, process improvement initiatives, or operational projects.
- Strong analytical and problem-solving skills, including the ability to evaluate business data, identify trends, and recommend solutions.
- Excellent communication, relationship management, and stakeholder engagement skills, with the ability to work across business functions.
- Ability to provide guidance and support to less experienced team members while contributing to team and organizational objectives.
Nice To Haves
- Experience supporting transfer agency operations, shareholder servicing, investor recordkeeping, or related servicing functions.
- Experience partnering with technology teams on business requirements gathering, testing, system implementations, and operational enhancements.
Responsibilities
- Conduct and analyze investor services and transfer agency operational activities for assigned client relationships, ensuring accurate transactions and high-quality service.
- Lead client onboarding, fund conversion, and implementation activities in partnership with operations, technology, and business stakeholders.
- Produce, monitor, and analyze operational metrics and management reporting to identify trends, risks, and opportunities to improve service and performance.
- Serve as a subject matter expert on investor services and transfer agency processes, providing guidance on procedures, controls, and issue resolution.
- Resolve escalated issues, monitor workflow effectiveness, and support compliance with established policies, procedures, and risk controls.
- Evaluate operational processes and controls, identify opportunities to improve efficiency, reduce risk, and increase productivity, and implement improvements where appropriate.
- Lead and support project initiatives, system enhancements, and operational changes, including defining business requirements, participating in testing, and driving implementation.
- Partner with clients and internal stakeholders on new products, services, and strategic initiatives to strengthen client relationships and service capabilities.
- Provide guidance and support to less experienced team members.
Benefits
- Competitive compensation
- Benefits and wellbeing programs
- 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
