Investor Services Operations Lead & Onboarding Expert

BNY Mellon; Westborough (MA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation

Generous paid leaves

Health and wellbeing programs

Job summary

BNY Mellon is seeking a Senior Specialist for Investor Services Operations in Westborough, MA. This role focuses on conducting and reporting on transfer agency operations and leading client onboarding.

The successful candidate will hold a Bachelor’s degree and have experience in transfer agency operations. Project management and client engagement skills are essential. BNY offers competitive compensation and benefits while promoting a culture of excellence.

Qualifications

• 3–5 years of work experience preferred.
• Ability to apply key controls/processes to identify potential risk.
• Experience in transfer agency operations preferred.

Responsibilities

• Conducts, analyzes, and reports on transfer agency operations activities.
• Leads client onboarding and internal conversions.
• Implements key metric reporting processes.

Skills

Transfer agency operations

Project management

Client engagement

Cross-functional collaboration

Education

Bachelor’s degree or equivalent

Job description

BNY Mellon is seeking a Senior Specialist for Investor Services Operations in Westborough, MA. This role focuses on conducting and reporting on transfer agency operations and leading client onboarding.

The successful candidate will hold a Bachelor’s degree and have experience in transfer agency operations. Project management and client engagement skills are essential. BNY offers competitive compensation and benefits while promoting a culture of excellence.