Senior Specialist, Investor Services Operations

**JOB DESCRIPTION

**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, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what is all about. Join us and be part of something extraordinary.

We’re seeking a future team member for the role of Senior Specialist, Investor Services Operations to join our Investor Services Operations team. This role is located in Lake Mary, FL (4 days in office expectation).

In this role, you'll make an impact in the following ways:

• Conduct and analyze investor services and transfer agency operational activities for assigned client relationships, ensuring the accurate execution of transactions and delivery of high-quality service.
• Lead client onboarding, fund conversion, and implementation activities by partnering with operations, technology, and business stakeholders to support successful transitions and new business initiatives.
• Produce, monitor, and analyze operational metrics and management reporting to identify trends, risks, and opportunities that improve service delivery and operational performance.
• Serve as a subject matter expert for investor services and transfer agency processes, providing guidance on operational procedures, controls, and issue resolution.
• Support day-to-day business operations by resolving escalated issues, monitoring workflow effectiveness, and ensuring compliance with established policies, procedures, and risk controls.
• Evaluate operational processes and controls to identify opportunities for increased efficiency, reduced risk, and enhanced productivity, implementing improvements where appropriate.
• Lead and support project initiatives, system enhancements, and operational change activities by defining business requirements, participating in testing, and...

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