Specialist, Investor Services Operations Representative

About the role

We are seeking a Specialist, Investor Services Operations Representative to join our Fund and IS Client Ops team. This role is located in Lake Mary, FL.

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.

Requirements

• 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.
• 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.

Qualifications

• 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.

Skills

• Expertise in transaction processing systems and protocols.
• Meticulous attention to detail and adherence to established guidelines.
• Problem-solving skills and analytical capabilities.
• Thorough understanding of data management practices.
• Ability to identify process improvement opportunities.

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 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

Details of the schedule will be provided if an employee receives an offer of employment.

Company Information

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.