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Senior Specialist, Investor Services Operations @ BNY Mellon

Boston, Massachusetts, USOnsiteFull-timeJob reference 83230
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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.

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 resolving escalated issues.
  • Conducts review processes and procedures to reduce risk and enhance efficiency, and makes recommendations for modification to improve productivity.

To be successful in this role, we’re seeking the following:

  • 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.
  • Applies key controls/processes to identify potential risk.
  • No direct reports; provides guidance to less experienced team members as needed and contributes to the achievement of team objectives.

Skills

transfer agency operationsClient Onboardingkey metric reporting

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