Senior Associate, Investor Services Operations at BNY

Boston, Massachusetts, United States -

Full Time

Start Date

Immediate

Expiry Date

16 Apr, 26

Salary

100000.0

Posted On

16 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Analytical Skills, Project Management, Transfer Agency Operations, Client Onboarding, Risk Management, Process Improvement, Data Analysis, Client Engagement

Industry

Financial Services

Description

Investor Services Operations 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. We're seeking a future team member for the role of Investor Services Operations - IC2 to join our Investor Services team. This role is located in Boston MA In this role, you'll make an impact in the following ways: Conduct, analyze, and report on transfer agency operations activities for clients of moderate complexity Lead client onboarding and internal conversions Conduct key metric reporting and provide oversight to daily Transfer Agency processes Assist management in day-to-day business operations by resolving escalated issues Review processes and procedures to reduce risk, enhance efficiency, and recommend modifications to improve productivity Apply key controls and processes to identify potential risk Lead project management initiatives and/or onboarding of new clients Develop relationships with technology and line of business teams as a Subject Matter Expert to develop business requirements and test development Analyze business data to identify trends to mitigate risk or enhance client relationships Identify new products and services to increase revenue and participate in client engagement regarding new products, services, or key business changes Provide guidance to less experienced team members as needed and contribute to the achievement of team objectives To be successful in this role, we're seeking the following: Bachelor's degree or equivalent combination of education and experience 3-5 years of total work experience preferred Experience in transfer agency operations preferred Strong analytical and project management skills Ability to collaborate effectively with cross-functional teams No direct people leadership required At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $80,000 and $100,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.

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Responsibilities

The role involves conducting and analyzing transfer agency operations activities and leading client onboarding processes. Additionally, the candidate will assist management in resolving escalated issues and improving operational efficiency.