Senior Investor Services Ops & Onboarding Specialist

BNY; Florida; Hybrid; USD 90,000 - 120,000; Full time

Job summary

BNY is seeking a Senior Specialist, Investor Services Operations to join the Investor Services Operations team in Lake Mary, FL. This hybrid role focuses on leading onboarding, managing transfer agency processes, and delivering reliable service to clients while coordinating across technology and business teams.

The ideal candidate has 3–5 years in related financial services roles, strong analytical skills, and proven capability to drive process improvements and project initiatives within a

Qualifications

• Bachelor's degree or the equivalent combination of education and experience required.
• Typically 3-5 years of experience in transfer agency operations, investor services, asset servicing, fund administration, or a related financial services environment preferred.
• Experience supporting client onboarding, account conversions, operational risk management, or process improvement initiatives preferred.
• Strong analytical and problem-solving skills with the ability to evaluate data, identify trends, and develop actionable recommendations.
• Demonstrated ability to manage multiple priorities and collaborate effectively across operations, technology, and business teams.
• Experience participating in projects, system enhancements, user acceptance testing, or business transformation initiatives preferred.
• Strong communication, organizational, and stakeholder management skills.
• Applicable local or regional licenses and certifications as required by the business.

Responsibilities

• Conduct, analyze, and report on transfer agency operations activities supporting clients of moderate complexity.
• Lead client onboarding and internal conversion initiatives, coordinating across teams to ensure successful implementation and service delivery.
• Produce and evaluate key operational metrics to identify trends, improve service delivery, and enhance operational performance.
• Provide oversight of daily transfer agency processes while supporting management in resolving escalated operational issues.
• Review operational procedures and controls, recommending enhancements that improve efficiency, productivity, and risk management outcomes.
• Apply key controls and monitoring activities to identify and mitigate potential operational risks.
• Lead projects and business initiatives focused on onboarding, operational improvement, and process optimization.
• Partner with technology and business teams as a subject matter expert to develop business requirements and support testing efforts.
• Analyze business and operational data to identify trends, strengthen client relationships, and support business growth opportunities.
• Participate in client engagements related to new products, services, and significant business changes.
• Provide guidance and support to less experienced team members while contributing to the achievement of team objectives.

Skills

Analytical skills

Problem solving

Communication skills

Stakeholder management

Multi-team collaboration

Education

Bachelor's degree or equivalent

Job description

BNY is seeking a Senior Specialist, Investor Services Operations to join the Investor Services Operations team in Lake Mary, FL. This hybrid role focuses on leading onboarding, managing transfer agency processes, and delivering reliable service to clients while coordinating across technology and business teams.

The ideal candidate has 3–5 years in related financial services roles, strong analytical skills, and proven capability to drive process improvements and project initiatives within a