Senior Specialist, Investor Services Operations

About the role

The Senior Specialist, Investor Services Operations role is located in Boston, MA. This role is responsible for conducting, analyzing, and reporting on transfer agency operations activities for clients of moderate complexity. Key responsibilities include 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
• Proficiency in Microsoft Office Suite
• Ability to manage multiple tasks and priorities effectively

Skills

• Transfer agency operations
• Client relationship management
• Project management
• Financial analysis
• Technical proficiency (e.g., knowledge of 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. 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.

Pay

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.

Schedule

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.