Investor Services Ops: Client-Centric Associate II

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

Job summary

BNY Mellon is hiring for an Associate, Investor Services Operations II in the Boston area. The role emphasizes improving client operations, collaborating with product and engineering teams, and ensuring regulatory compliance.

The successful candidate will have 3–5 years of operational or client services experience and may hold advanced certifications. Located in Westboro/Boston, Massachusetts, this hybrid role involves four days in the office per week and offers a pathway to contribute to a

Qualifications

• Bachelor's degree in Business Administration, Finance, or related field.
• Typically 3–5 years of experience in an operational area and/or client services.
• Subaccounting and/or Brokerage experience a plus.
• Advanced degree or relevant certifications are 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 skills

Communication skills

Problem solving

Client service

Industry knowledge

Education

Bachelor's in Business Administration

Bachelor's in Finance

Job description

BNY Mellon is hiring for an Associate, Investor Services Operations II in the Boston area. The role emphasizes improving client operations, collaborating with product and engineering teams, and ensuring regulatory compliance.

The successful candidate will have 3–5 years of operational or client services experience and may hold advanced certifications. Located in Westboro/Boston, Massachusetts, this hybrid role involves four days in the office per week and offers a pathway to contribute to a