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Senior Specialist, Investor Services Operations

BNY · bny.com
BostonSenior
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Straight from the company’s own careers site.

The job in short

Investor services operations.

Details

Found
14 d ago · posted 2026-10-20
Location
Boston, MA

Full description

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 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: • Own the end-to-end 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. • Build and maintain strong relationships with senior client stakeholders, including leaders responsible for Transfer Agency oversight. • Lead and 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. • Participate in and lead regular client service review meetings to discuss performance, priorities, and improvement opportunities. • 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.

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