Investor Services Ops II: Client Excellence & Improvement

BNY; Florida; 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

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.