Specialist, Investor Services Operations Representative
BNY
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- Location
- Boston, MA
- Work style
- Hybrid
- 4 days in office
- Job type
- Full time
- Posted
- Nov 5
- 2 days ago
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Career path
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About the company
BNY
Financial services · 10,001+ employees
t 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.
What you'll do
- Service relationship for premier clients across all operational deliverables and service interactions.
- Serve as the primary operational contact for client inquiries, issue management, and service-related matters.
- Coordinate the operational delivery of client change initiatives, ensuring effective execution and minimal disruption.
- Identify service issues, emerging risks, and opportunities for process improvement, and drive actions to resolution.
- Deliver peer benchmarking insights and operational data to support client discussions and identify service enhancements.
- Promote greater efficiency and scalability by reducing manual processes and supporting alignment to standard operating models.
- Manage client escalations through investigation, root cause analysis, action planning, and follow-through.
- Bachelor’s degree or equivalent relevant experience.
- Experience in client operations, fund services, transfer agency, or a related financial services environment.
- Demonstrated experience managing client relationships and supporting complex service delivery models.
- Experience leading or supporting operational change initiatives.
- Strong understanding of client servicing, operational processes, and service delivery controls.
- Experience using performance metrics, KPI reporting, and data-driven insights to support decision-making.
What you need
- Bachelor’s degree or equivalent relevant experience
- Experience in client operations, fund services, transfer agency, or a related financial services environment
- Demonstrated experience managing client relationships and supporting complex service delivery models
- Experience leading or supporting operational change initiatives
- Strong understanding of client servicing, operational processes, and service delivery controls
- Experience using performance metrics, KPI reporting, and data-driven insights to support decision-making
Key skills
client operationsfund servicestransfer agencymanaging client relationshipscomplex service delivery modelsoperational change initiativesclient servicingoperational processesservice delivery controlsperformance metricsKPI reportingdata-driven insights
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Read the full posting here
t 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 Senior Specialist to join our team. This role is located in Boston, MA ( 4 days in office expectation).
In this role, you’ll make an impact in the following ways:
Service relationship for premier clients across all operational deliverables and service interactions.
Serve as the primary operational contact for client inquiries, issue management, and service-related matters.
Coordinate the operational delivery of client change initiatives, ensuring effective execution and minimal disruption.
Identify service issues, emerging risks, and opportunities for process improvement, and drive actions to resolution.
Deliver peer benchmarking insights and operational data to support client discussions and identify service enhancements.
Promote greater efficiency and scalability by reducing manual processes and supporting alignment to standard operating models.
Manage client escalations through investigation, root cause analysis, action planning, and follow-through.
To be successful in this role, we’re seeking the following:
Bachelor’s degree or equivalent relevant experience.
Experience in client operations, fund services, transfer agency, or a related financial services environment.
Demonstrated experience managing client relationships and supporting complex service delivery models.
Experience leading or supporting operational change initiatives.
Strong understanding of client servicing, operational processes, and service delivery controls.
Experience using performance metrics, KPI reporting, and data-driven insights to support decision-making.
Strong understanding of client servicing, operational processes, and service delivery controls.
Experience using performance metrics, KPI reporting, and data-driven insights to support decision-making.