BNY Mellon
Overview
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 of Senior Associate Investor Services Operations to join our team. This role is located in Boston MA. Responsibilities
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 of initiatives and/or onboarding new clients. Develop relationships with technology and line of business teams as Subject Matter Experts 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. Participate in client engagement regarding new products, services, or key business changes. Provide guidance to less experienced team members as needed. Contribute to the achievement of team objectives. Qualifications
Bachelor’s 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. No direct reports. At BNY, our culture speaks for itself. For more information about BNY, you can visit the BNY Newsroom and BNY LinkedIn pages. 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. 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.
#J-18808-Ljbffr
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 of Senior Associate Investor Services Operations to join our team. This role is located in Boston MA. Responsibilities
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 of initiatives and/or onboarding new clients. Develop relationships with technology and line of business teams as Subject Matter Experts 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. Participate in client engagement regarding new products, services, or key business changes. Provide guidance to less experienced team members as needed. Contribute to the achievement of team objectives. Qualifications
Bachelor’s 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. No direct reports. At BNY, our culture speaks for itself. For more information about BNY, you can visit the BNY Newsroom and BNY LinkedIn pages. 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. 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.
#J-18808-Ljbffr