Senior Specialist, Investor Services Operations
BNY Mellon•Lake Mary, FL
•$59,000 - $99,000•Onsite
About The Position
We’re seeking a future team member for the role of Senior Specialist to join our Investor Services team. This role is located in Lake Mary, FL. In this role, you’ll make an impact in the following ways: 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 on daily Transfer Agency processes. Assists management in day to day operations, resolving escalated issues and applying key controls/processes to identify potential risk.
Requirements
- Bachelor's degree or the equivalent combination of education and experience is required
Nice To Haves
- 3-5 years of total work experience preferred
- Experience in transfer agency operations preferred
- Experience leading project management initiatives and/or onboarding new clients preferred
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 on daily Transfer Agency processes
- Assists management in day to day operations, resolving escalated issues and applying key controls/processes to identify potential risk
Benefits
- Highly competitive compensation, benefits, and wellbeing programs
- Access to flexible global resources and tools
- Generous paid leaves, including paid volunteer time
- 401(k) plan
- Company-sponsored medical, dental, vision, and basic life insurance plans
- Various paid time off benefits, such as vacation and sick time
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What This Job Offers
Job Type
Full-time
Career Level
Senior
