Specialist, Investor Services Operations Representative

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

Benefits offered by this job

Competitive compensation

Flexible wellbeing programs

Generous paid leaves

Job summary

BNY is hiring a Specialist, Investor Services Operations Representative in Boston, MA. This role involves processing transactions efficiently while ensuring compliance with regulatory guidelines. The candidate should hold a Bachelor's degree in finance or a related field and possess attention to detail and problem-solving skills.

BNY offers a competitive salary between $52,000 and $60,000, along with comprehensive benefits and opportunities for personal growth. Join a dynamic team committed to excellence and customer satisfaction.

Qualifications

• 0–5 years of experience.
• Professional certification in transaction processing is advantageous.

Responsibilities

• Process and verify transactions efficiently.
• Ensure compliance with regulatory requirements.
• Collaborate with team to resolve transaction discrepancies.
• Maintain client records accurately.
• Identify process improvement opportunities.
• Support team in achieving service delivery goals.
• Apply analytical and problem-solving skills.
• Communicate effectively within the team.

Skills

Attention to detail

Analytical skills

Problem-solving skills

Education

Bachelor’s degree in finance or related field

Tools

Transaction processing systems

Job description

Specialist, Investor Services Operations Representative – Boston, MA

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.

We’re seeking a future team member for the role of Specialist, Investor Services Operations Representative to join our team.

Key Responsibilities

• 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.
• Apply analytical and problem‑solving skills to ensure accurate transaction processing.
• Communicate and collaborate effectively within the team.
• Demonstrate a detail‑oriented mindset to maintain compliance and accuracy in transaction records.

Qualifications

• 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.

Benefits

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.

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 total compensation package, which 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.

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