Associate, Investor Services Operations II

BNY; Town of Florida (NY); Hybrid; USD 52,000 - 88,000; Full time

Benefits offered by this job

Paid volunteer time

Discretionary bonuses

Incentive programs

Job summary

BNY seeks an Associate, Investor Services Operations II to join a team focused on client operations excellence in the Westboro/Boston area. The role emphasizes improving client service delivery, cross-functional collaboration, and regulatory compliance to uphold high standards of risk management.

Ideal candidates have a bachelor’s degree in business/finance and 3–5 years in operations or client services, with strong analytical and communication skills.

Qualifications

• Bachelor’s degree in Business Administration, Finance, or a related field.
• Advanced degree or relevant certifications are a plus.
• Typically 3–5 years of experience in an operational area and/or client services.
• Excellent analytical and problem-solving abilities.
• Effective communication and interpersonal skills for client interaction and collaboration across teams.
• Subaccounting and/or Brokerage experience a plus.

Responsibilities

• Contribute to the client operations team by fostering a culture of continuous improvement and excellence, ensuring alignment with BNY's principles.
• Develop and implement strategies to enhance client service delivery, by leveraging industry best practices and innovative solutions.
• Collaborate with cross-functional teams to streamline processes and improve operational efficiencies, ensuring timely and accurate client reporting.
• Serve as the point of contact for key clients, addressing their needs and concerns with professionalism and expertise. Liaison between clients and product/engineering teams.
• Ensure compliance with regulatory requirements and internal policies, maintaining the highest standards of operational integrity and risk management.

Skills

Analytical abilities

Problem-solving abilities

Communication & interpersonal skills

Subaccounting experience

Brokerage experience

Education

Bachelor’s degree in Business Administration, Finance, or related field

Job description

Job Description

ASSOCIATE, 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, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what is all about. Join us and be part of something extraordinary.

We’re seeking a future team member for the role of Associate, Investor Services Operations II to join our team. The position is located in Westboro/Boston, Massachusetts (4 days in office per week).

In this role, you’ll make an impact in the following ways:

• Contribute to the client operations team by fostering a culture of continuous improvement and excellence, ensuring alignment with BNY's principles.
• Develop and implement strategies to enhance client service delivery, by leveraging industry best practices and innovative solutions.
• Collaborate with cross-functional teams to streamline processes and improve operational efficiencies, ensuring timely and accurate client reporting.
• Serve as the point of contact for key clients, addressing their needs and concerns with professionalism and expertise. Liaison between clients and product/engineering teams.
• Ensure compliance with regulatory requirements and internal policies, maintaining the highest standards of operational integrity and risk management.

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

• Bachelor’s degree in Business Administration, Finance, or a related field.
• Advanced degree or relevant certifications are a plus.
• Typically 3-5 years of experience. Experience in an operational area and/or client services is preferred.
• Excellent analytical and problem-solving abilities.
• Effective communication and interpersonal skills for client interaction and collaboration across teams.
• Subaccounting and/or Brokerage experience a plus

At BNY, our culture speaks for itself, check out the latest BNY news at:

BNY Newsroom

BNY LinkedIn

Here’s a Few Of Our Recent Awards

• America’s Most Innovative Companies, Fortune, 2025
• World’s Most Admired Companies, Fortune 2025
• “Most Just Companies”, Just Capital and CNBC, 2025

Our Benefits And Rewards

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

Newsroom

BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $52,000 and $88,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and company-sponsored benefit programs.

This position is at-will and the Company reserves the right to modify base (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team.