Senior Specialist, Investor Services Operations

We’re seeking a future team member for the role of Senior Specialist to join our Investor Services Operations team. This role is located in Lake Mary, Florida.

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.