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Senior Associate, Investor Services Operations
Senior Associate, Investor Services OperationsBNY • Boston, MA, US
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Senior Associate, Investor Services Operations

Senior Associate, Investor Services Operations

BNY • Boston, MA, US
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Job 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.

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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.

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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.

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

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  • Conduct, analyze, and report on transfer agency operations activities for clients of moderate complexity.

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  • Lead client onboarding and internal conversions.

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  • Conduct key metric reporting and provide oversight to daily Transfer Agency processes.

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  • Assist management in day-to-day business operations by resolving escalated issues.

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  • Review processes and procedures to reduce risk, enhance efficiency, and recommend modifications to improve productivity.

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  • Apply key controls and processes to identify potential risk.

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  • Lead project management of initiatives and / or onboarding new clients.

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  • Develop relationships with technology and line of business teams as Subject Matter Experts to develop business requirements and test development.

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  • Analyze business data to identify trends to mitigate risk or enhance client relationships.

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  • Identify new products and services to increase revenue.

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  • Participate in client engagement regarding new products, services, or key business changes.

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  • Provide guidance to less experienced team members as needed.

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  • Contribute to the achievement of team objectives.

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    To be successful in this role, we’re seeking the following :

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  • Bachelor’s degree or the equivalent combination of education and experience is required.

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  • 3-5 years of total work experience preferred.

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  • Experience in transfer agency operations preferred.

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  • No direct reports.

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    At BNY, our culture speaks for itself, check out the latest BNY news at :

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    BNY Newsroom

    BNY LinkedIn

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    Here’s a few of our recent awards :

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    America’s Most Innovative Companies, Fortune, 2025

    \n World’s Most Admired Companies, Fortune 2025

    \n “Most Just Companies”, Just Capital and CNBC, 2025

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    Our Benefits and Rewards :

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    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.

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    BNY is an Equal Employment Opportunity / Affirmative Action Employer - Underrepresented racial and ethnic groups / Females / Individuals with Disabilities / Protected Veterans.

    For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark : bnymellon.com / careers.

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    Senior Associate • Boston, MA, US