Senior Specialist, Client Processing

In this role, you’ll make an impact in the following ways:

• 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, providing oversight to daily Transfer Agency processes.
• Assists management in the day to day operations of the business, resolving escalated issues.
• Conducts review processes and procedures to reduce risk and enhance efficiency and makes recommendations for modification to improve productivity.

 

To be successful in this role, we’re seeking the following:

• Bachelor's degree or the equivalent combination of education and experience is required.
• 3-5 years of total work experience preferred.
• Experience in transfer agency operations preferred.
• Provides guidance to less experienced team members as needed.

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.

Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.