Specialist, Investor Services Operations Representative

BNY Mellon; Boston (MA); On-site; USD 52,000 - 60,000; Full time

Benefits offered by this job

Competitive compensation

Paid volunteer time

Wellbeing programs

Job summary

BNY Mellon is seeking a Specialist, Investor Services Operations Representative in Boston, MA. The role requires processing transactions, ensuring compliance, and collaborating with team members. Successful candidates will have a bachelor’s degree in finance or related fields, with 0-5 years of experience.

BNY Mellon offers competitive compensation, benefits, and paid leaves, focusing on employee well-being and resilience.

Qualifications

• Bachelor’s degree in finance, Business Administration, or a related field preferred.
• Professional certification in transaction processing or related discipline is advantageous.
• 0-5 years of experience.

Responsibilities

• Process and verify transactions efficiently by demonstrating expertise in transaction processing systems.
• Ensure compliance with regulatory requirements through meticulous attention to detail.
• Collaborate with team members to resolve transaction discrepancies.
• Maintain client records accurately with a thorough understanding of data management.
• Identify process improvement opportunities to enhance operational efficiency.

Skills

Transaction processing expertise

Problem-solving skills

Analytical capabilities

Attention to detail

Communication abilities

Education

Bachelor’s degree in finance, Business Administration, or a related field

Professional certification in transaction processing or related discipline

Job description

Specialist, Investor Services Operations Representative

We’re seeking a future team member for the role of Specialist, Investor Services Operations Representative to join our team. This role is located in Boston, MA.

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

• Process and verify transactions efficiently by demonstrating expertise in transaction processing systems and protocols.
• Ensure compliance with regulatory requirements through meticulous attention to detail and adherence to established guidelines.
• Collaborate with team members to resolve transaction discrepancies, utilizing strong problem‑solving skills and analytical capabilities.
• Maintain client records accurately by employing a thorough understanding of data management practices.
• Proactively identify process improvement opportunities to enhance operational efficiency and client service.
• Support the team in achieving service delivery goals by contributing to a collaborative and dynamic work environment.
• Strong analytical and problem‑solving skills to ensure accurate transaction processing.
• Excellent communication and collaboration abilities to work effectively within the team.
• Detail‑oriented mindset to maintain compliance and accuracy in transaction records.

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

• Bachelor’s degree in finance, Business Administration, or a related field preferred.
• Professional certification in transaction processing or a related discipline is advantageous.
• 0-5 years of experience.

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 assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $52,000 and $60,000 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 salary (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 performance, and market factors.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.