Investor Services Operations - Conducts, analyzes, and reports on transfer agency operations activities for clients of high 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. Resolves the most complex escalated issues. Develops and updates review processes and procedures to reduce risk and enhance efficiency. Updated key controls/processes to identify potential risk. Leads project management for the most complex initiatives and/or onboarding new, complex 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 and develops new products/services to increase revenue.May lead client engagement regarding new products, services, or key business changes. Provides commentary on industry trends. Represents the department at key business meetings such as technology development priority and client engagementsNo direct reports. Provides guidance to less experienced team members as neededContributes to the achievement of related teams objectives.Bachelors degree or the equivalent combination of education and experience is required.5-7 years of total work experience preferred. Experience in transfer agency operations preferred..BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.Minorities/Females/Individuals with Disabilities/Protected Veterans.Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
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Job Type
Full-time
Career Level
Mid Level