About this role
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, 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 Senior Specialist, Investor Services Operations to join our Investor Services Operations team. This role is located in Boston, MA. In-office requirement is four days.
In this role, you’ll make an impact in the following ways:
• Conducts, analyzes, and reports on transfer agency operations activities for clients of moderate complexity. • Leads 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 by resolving escalated issues. • Conducts reviews of processes and procedures to reduce risk, enhance efficiency, and make recommendations for modification to improve productivity.
To be successful in this role, we’re seeking the following:
• Bachelor’s 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. • Applies key controls/processes to identify potential risk and analyzes business data to identify trends to mitigate risk or enhance client relationships. • Provides guidance to less experienced team members as needed and contributes to the achievement of team objectives.