Investor Services Ops Lead – Onboarding & Insights

BNY Mellon; Boston (MA); On-site; USD 58,000 - 96,000; Full time

Benefits offered by this job

Generous paid leaves

Employee wellbeing programs

Flexible global resources

Job summary

BNY Mellon is looking for a Senior Specialist in Investor Services Operations in Boston, MA. This role involves conducting analyses and managing client onboarding in transfer agency operations.

The ideal candidate has a Bachelor's degree and 3-5 years of related work experience. Strong project management and client engagement skills are essential. The position offers a competitive compensation package, including benefits and wellbeing programs.

Qualifications

• 3-5 years of total work experience preferred.
• Experience in transfer agency operations preferred.
• Ability to apply key controls/processes.

Responsibilities

• Conducts, analyzes, and reports on transfer agency operations activities.
• Leads client onboarding and internal conversions.
• Assists management with daily operations and resolves issues.

Skills

Project management

Client engagement

Cross-functional collaboration

Risk identification

Education

Bachelor's degree or equivalent

Job description

BNY Mellon is looking for a Senior Specialist in Investor Services Operations in Boston, MA. This role involves conducting analyses and managing client onboarding in transfer agency operations.

The ideal candidate has a Bachelor's degree and 3-5 years of related work experience. Strong project management and client engagement skills are essential. The position offers a competitive compensation package, including benefits and wellbeing programs.