Senior Specialist, Investor Services Operations

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

Senior Specialist, Investor Services Operations

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

We're seeking a future team member for the role Senior Specialist, Investor Services Operations, to join our Integrated Middle Office Solutions team. This role is located in Boston, MA.

In this role, you'll make an impact in the following ways:

• Conducts, analyzes, and reports on transfer agency operations activities for clients of moderate complexity
• Leads client onboarding and internal conversions
• Conducts key metric reporting and consults/provides oversight to daily Transfer Agency processes
• Assists management with day-to-day operations, resolving escalated issues, and improving productivity through process review and control enhancements
• Leads project management initiatives and onboarding for new clients, and develops relationships with technology and line of business teams as Subject Matter Experts
• Analyzes business data to identify trends, mitigate risk, enhance client relationships, and identify new products/services to increase revenue
• Participates in client engagement regarding new products, services, or key business changes
• Provides guidance to less experienced team members as needed and contributes to team objectives

To be successful in this role, we're seeking the following:

• Bachelor's degree or equivalent combination of education and experience is required
• 3-5 years of total work experience preferred
• Experience in transfer agency operations preferred
• Ability to apply key controls/processes to identify potential risk
• Strong project management, client engagement, and cross-functional collaboration skills

Our Benefits and Rewards:

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family‑friendly, inclusive employment policies and employee forums.

BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $58,000 and $96,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long‑term incentive packages, and company-sponsored benefit programs.

This position is at‑will and the Company reserves the right to modify base (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team.