Senior Specialist, Investor Services Operations
About this role
"Investor Services Operations - IC2Conducts, analyzes, and reports on transfer agency operations activities for clients of moderate complexity. Leads client onboarding and internal conversions. Conducts key metric reporting. Consults and provides 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 their modification to improve productivity. Apply key controls/processes to identify potential risk. Leads project management of an initiative and/or onboarding new clients. Develops relationships with technology and line of business teams as Subject Matter Experts to develop business requirements and test development. Analyzes business data to identify trends to mitigate risk or enhance client relationships. Identifies new products/services to increase revenue.Participates in client engagement regarding new products, services, or key business changes.No direct reports. Provides guidance to less experienced team members as neededContributes to the achievement of team objectives.Bachelors 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..BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.Minorities/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."
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.Frequently Asked Questions
Is the salary disclosed for the Senior Specialist, Investor Services Operations position at BNY?
The salary for this Senior Specialist, Investor Services Operations role at BNY is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Senior Specialist, Investor Services Operations position at BNY located?
This Senior Specialist, Investor Services Operations role at BNY is based in Lake Mary, FL, United States. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Senior Specialist, Investor Services Operations role at BNY full-time or part-time?
This is listed as a Full time position. It is posted as a Senior Specialist, Investor Services Operations role at BNY.
How do I apply for the Senior Specialist, Investor Services Operations position at BNY?
Click the "Apply Now" button on this page. You will be redirected to BNY's official application portal hosted on oraclecloud where you can submit your application directly.
When was the Senior Specialist, Investor Services Operations job at BNY posted?
This Senior Specialist, Investor Services Operations position at BNY was posted on Sep 30, 2026. Apply as soon as possible — early applications are often reviewed first.
Senior Specialist, Investor Services Operations
BNY
You'll be redirected to BNY's official application page on oraclecloud.