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, FL.

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 on daily Transfer Agency processes
• Assists management in day-to-day business operations, resolving escalated issues and improving productivity through review of processes and procedures

 

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
• Leads project management initiatives and onboarding for new clients

 

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.