Specialist, Investor Services Operations Representative
About The Position
Specialist, Investor Services Operations Representative 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 of Specialist, Investor Services Operations Representative, to join our Fund and IS Client Ops team. This role is located in Lake Mary, FL.
Requirements
- 0–5 years of experience.
- Strong analytical and problem-solving skills to ensure accurate transaction processing.
- Excellent communication and collaboration abilities to work effectively within the team; detail-oriented mindset to maintain compliance and accuracy in transaction records.
Nice To Haves
- Bachelor’s degree in Finance, Business Administration, or a related field preferred; professional certification in transaction processing or a related discipline is advantageous.
Responsibilities
- Process and verify transactions efficiently by demonstrating expertise in transaction processing systems and protocols.
- Ensure compliance with regulatory requirements through meticulous attention to detail and adherence to established guidelines.
- Collaborate with team members to resolve transaction discrepancies, utilizing strong problem-solving skills and analytical capabilities.
- Maintain client records accurately by employing a thorough understanding of data management practices.
- Proactively identify process improvement opportunities to enhance operational efficiency and client service.
- Support the team in achieving service delivery goals by contributing to a collaborative and dynamic work environment.
Benefits
- highly competitive compensation
- benefits
- wellbeing programs
- access to flexible global resources and tools
- paid leaves
- paid volunteer time
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
