Senior Specialist, Investor Services Operations

BNY Mellon; Westborough (MA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation

Generous paid leaves

Health and wellbeing programs

Job summary

BNY Mellon is seeking a Senior Specialist for Investor Services Operations in Westborough, MA. This role focuses on conducting and reporting on transfer agency operations and leading client onboarding.

The successful candidate will hold a Bachelor’s degree and have experience in transfer agency operations. Project management and client engagement skills are essential. BNY offers competitive compensation and benefits while promoting a culture of excellence.

Qualifications

• 3–5 years of work experience preferred.
• Ability to apply key controls/processes to identify potential risk.
• Experience in transfer agency operations preferred.

Responsibilities

• Conducts, analyzes, and reports on transfer agency operations activities.
• Leads client onboarding and internal conversions.
• Implements key metric reporting processes.

Skills

Transfer agency operations

Project management

Client engagement

Cross-functional collaboration

Education

Bachelor’s degree or equivalent

Job description

Senior Specialist, Investor Services Operations

Location: Westborough, 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.