Senior Specialist, Investor Services Operations

Senior Specialist, Investor Services Operations

Location: Westborough, MA

• Conducts, analyzes, and reports on transfer agency operations activities for clients of moderate complexity
• Leads 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

• 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

BNY offers highly competitive compensation, benefits, and wellbeing programs, including paid leaves and volunteer time.

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