Senior Specialist, Investor Services Operations

BNY Mellon • Lake Mary, FL

1d

About The Position

Conducts, analyzes, and reports on transfer agency operations activities for clients of moderate complexity. Leads client onboarding and internal conversions. Conducts key metric reporting. Consults and provides oversight to daily Transfer Agency processes. Assists management in the day to day operations of the business resolving escalated issues. Conducts review processes and procedures to reduce risk and enhance efficiency and makes recommendations for their modification to improve productivity. Apply key controls/processes to identify potential risk. Leads project management of an initiative and/or onboarding new clients. Develops relationships with technology and line of business teams as Subject Matter Experts to develop business requirements and test development. Analyzes business data to identify trends to mitigate risk or enhance client relationships. Identifies new products/services to increase revenue. Participates in client engagement regarding new products, services, or key business changes. No direct reports. Provides guidance to less experienced team members as needed. Contributes to the achievement of team objectives.

Requirements

• Bachelors degree or the equivalent combination of education and experience is required.
• 3-5 years of total work experience preferred.
• Experience in transfer agency operations 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.
• Consults and provides oversight to daily Transfer Agency processes.
• Assists management in the day to day operations of the business resolving escalated issues.
• Conducts review processes and procedures to reduce risk and enhance efficiency and makes recommendations for their modification to improve productivity.
• Apply key controls/processes to identify potential risk.
• Leads project management of an initiative and/or onboarding new clients.
• Develops relationships with technology and line of business teams as Subject Matter Experts to develop business requirements and test development.
• Analyzes business data to identify trends to mitigate risk or enhance client relationships.
• Identifies 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.
• Contributes to the achievement of team objectives.

Benefits

• Support wellbeing and a balanced life
• Range of family-friendly, inclusive employment policies
• Employee forums

What This Job Offers

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