Specialist, Investor Services Operations II

BNY Mellon • Lake Mary, FL

8d • Onsite

About The Position

Specialist, Investor Services Operations II 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 Specialist, Investor Services Operations II, to join our Integrated Middle Office Solutions team. This role is located in Lake Mary, FL.

Requirements

• Bachelor’s degree or equivalent combination of education and experience is required.
• 0–3 years of total work experience preferred.
• Experience in transfer agency operations preferred.
• Experience supporting client onboarding, conversions, or operational reporting preferred.

Responsibilities

• Assists in conducting, analyzing, and reporting on transfer agency operations activities for clients of lower complexity.
• Supports client onboarding and internal conversions.
• Conducts key metric reporting and consults on daily Transfer Agency processes.
• Assists management in the day-to-day operations of the business and helps reduce risk and enhance efficiency through review processes and controls.
• Assists in project management for a portion of an initiative and/or onboarding new clients.
• Develops relationships with technology and line of business teams as Subject Matter Experts to define business requirements and test development.
• Analyzes business data to identify trends to mitigate risk or enhance client relationships.
• Contributes to the achievement of team objectives.

What This Job Offers

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