Senior Specialist, Investor Services Operations
About the role
The Senior Specialist, Investor Services Operations role is located in Westborough, MA. This role is responsible for conducting, analyzing, and reporting on transfer agency operations activities for clients of moderate complexity, leading client onboarding and internal conversions, conducting key metric reporting, assisting management with day-to-day operations, resolving escalated issues, and improving productivity through process review and control enhancements.
Responsibilities
- Conducts, analyzes, and reports on transfer agency operations activities for clients of moderate complexity
- Led 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
Requirements
- 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
Qualifications
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to manage multiple tasks and priorities effectively
- Proficiency in Microsoft Office Suite
Skills
- Knowledge of transfer agency operations
- Project management experience
- Client relationship management
- Technical proficiency in relevant software
Benefits
At BNY, we offer 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. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.
Pay
The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting. Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience.
Schedule
This role is full-time.
Equal Opportunity Employer
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
BNY Newsroom & BNY LinkedIn
To learn more about BNY, visit BNY Newsroom and BNY LinkedIn.
Awards
BNY has received numerous awards, including:
- America’s Most Innovative Companies, Fortune, 2025
- World’s Most Admired Companies, Fortune 2025
- "Most Just Companies", Just Capital and CNBC, 2025
BNY Benefits & 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. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.
BNY Newsroom & BNY LinkedIn
To learn more about BNY, visit BNY Newsroom and BNY LinkedIn.