Senior Specialist, Investor Services Operations

BNY Mellon • Lake Mary, FL

3d • $59,000 - $98,000 • Hybrid

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 conducts and analyzes investor services and transfer agency activities for assigned client relationships, ensuring transactions are executed accurately and service is delivered at a high quality. It supports client onboarding, fund conversions, implementations, operational reporting, issue resolution, process and control improvements, and project and system changes. The specialist serves as a subject matter expert and works with clients and internal stakeholders on 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.
• Demonstrated 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 effective solutions.
• Excellent communication, relationship management, and stakeholder engagement skills, with the ability to work across business functions.
• Ability to guide and support less experienced team members while contributing to broader 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 transaction execution 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 delivery and operational performance.
• Provide subject-matter expertise and guidance on investor services and transfer agency processes, operational procedures, controls, and issue resolution.
• Resolve escalated issues, monitor workflow effectiveness, and ensure compliance with established policies, procedures, and risk controls.
• Evaluate operational processes and controls and implement improvements to increase efficiency, reduce risk, and enhance productivity.
• Lead and support projects, system enhancements, and operational changes by defining business requirements, participating in testing, and driving implementation.
• Partner with clients and internal stakeholders on new products, services, and strategic initiatives, strengthening client relationships and service capabilities.
• Provide guidance and support to less experienced team members.

Benefits

• Competitive compensation and benefits and wellbeing programs.
• Paid leaves, including paid volunteer time.
• Eligible employees may enroll in a 401(k) plan.
• Eligible employees may participate in company-sponsored medical, dental, vision, and basic life insurance plans for themselves and eligible dependents.
• Eligible employees may receive paid time off benefits, including vacation and sick time.
• Eligible employees may be eligible for an annual discretionary incentive award.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior