Specialist, Investor Services Operations Representative

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.

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Identify service issues, emerging risks, and opportunities for process improvement, and drive actions to resolution.

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Deliver peer benchmarking insights and operational data to support client discussions and identify service enhancements.

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Promote greater efficiency and scalability by reducing manual processes and supporting alignment to standard operating models.

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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.

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Strong understanding of client servicing, operational processes, and service delivery controls.

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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.