What are the responsibilities and job description for the Senior Specialist, Investor Services Operations position at BNY?
Senior Specialist, 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 and champions of inclusion, 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 Senior Specialist, Investor Services Operations, to join our Integrated Middle Office Solutions team. This role is located in Westborough, MA.
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/provides oversight to daily Transfer Agency processes
- Assists management with day-to-day operations, resolving escalated issues, and improving productivity through process review and control enhancements
- Leads project management initiatives and onboarding for new clients, and develops relationships with technology and line of business teams as Subject Matter Experts
- Analyzes business data to identify trends, mitigate risk, enhance client relationships, and identify new products/services to increase revenue
- Participates in client engagement regarding new products, services, or key business changes
- Provides guidance to less experienced team members as needed and contributes to team objectives
To be successful in this role, we’re seeking the following:
- Bachelor’s degree or equivalent combination of education and experience is required
- 3–5 years of total work experience preferred
- Experience in transfer agency operations preferred
- Ability to apply key controls/processes to identify potential risk
- Strong project management, client engagement, and cross-functional collaboration skills
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. 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.