Senior Specialist, Investor Services Operations & Onboarding
$58k - $96kBNY
BNY seeks a Senior Specialist in Investor Services Operations to lead client onboarding and transfer agency operations. The position emphasizes project management, client engagement, and collaboration with various teams. Ideal candidates have a bachelor’s degree and 3–5 years of relevant experience. Competitive compensation includes a salary range of $58,000 to $96,000 annually, depending on experience and market location. BNY fosters an inclusive environment and promotes diverse hiring. #J-18808-Ljbffr BNY
$58k - $96k
Senior Specialist, Investor Services Operations At BNY, we empower employees to grow and succeed in a leading global financial services environment. We... ...operations for moderate‑complexity clients. Lead client onboarding and internal conversions. Produce key metric...OperationsSeniorWork experience placement$58k - $96k
Senior Specialist, Investor Services Operations At BNY, our culture allows us to run our company better and enables employees' growth and success. As a... ...activities for clients of moderate complexity Leads client onboarding and internal conversions Conducts key metric...OperationsSeniorTemporary workWork experience placementWork at officeWorldwideFlexible hours- BNY Mellon is looking for a Senior Specialist in Investor Services Operations in Boston, MA. This role involves conducting analyses and managing client onboarding in transfer agency operations. The ideal candidate has a Bachelor's degree and 3-5 years of related work experience...OperationsWork experience placement
$146.7k - $335.1k
..., Seattle Role Overview The Transition/Onboarding Lead will play a critical role in ensuring... ...stabilization of clients onto EY’s IFMS operating model. This role spans onboarding... ...governance to ensure smooth onboarding of client services into steady‑state operations....OperationsSenior$63k - $140k
As a leading financial services and healthcare technology company based on... ...technology. Job Description Job Title: Senior Associate or Associate Manager, Investor Services Locations: Windsor, CT |... ...financial and health care operations. Our teams design, implement, and...OperationsSeniorOngoing contractFull timeWork at office$80k - $150k
...delivering first-class client service to clients who invest in... ...advisor clients. The Investor Services Analyst will work as... ...administrative aspects of onboarding/offboarding of fund investors... ...Complete recurring tasks such as operational due diligence questionnaires...OperationsWork at officeRemote workFlexible hours1 day per week$110k - $120k
...Boston, MA - Senior Safety Specialist Feeney Brothers Utility Services Compensation $110,000.00 - $120,000.00/year Highlights... ...while partnering closely with operations, training, fleet, and... ...Training and Mentorship Support onboarding, orientation, OQ compliance, and...OperationsSeniorWork at office- ...Wellington Management in Boston is seeking a Fund Specialist to provide high-quality operational and servicing support to investors. This client-facing role demands strong... ...execution of fund servicing requests and onboarding protocols. The ideal candidate will have over...OperationsFlexible hours
$71k - $75k
...Early Intervention programs provide services to families with children born to 3 years... ...Responsible for all aspects of daily operations including profitability, expense control... ...high quality gelato. Transfer Agency Investor Onboarding Team Leader Leads the investor...OperationsHourly pay$80k - $150k
A financial services firm is seeking an Investor Services Analyst to enhance client relationships for US registered funds. This position involves coordinating client onboarding, managing inquiries, and providing excellent service. Ideal candidates have 3-5 years of investment...$58k - $61k
...specialized fund administration services for Managers and... ...help scale their fund operations rapidly and... ...Respond to client and investor requests including but... ...Assisting with new investor onboarding Financial information... ...ability to interact with senior personnel across the...OperationsWork at office$90k - $180k
...our clients. About the Role The Fund Specialist sits within the Investor Services team and is responsible for delivering high‑quality operational and servicing support to investors across... ...and changes to investors. Onboarding & Lifecycle Support : Coordinate investor...OperationsRemote workFlexible hours1 day per week- ...LL FIT WITHIN THE TEAM As a Senior Specialist, Customer Success, ETF, you... ...coordinating sourcing and onboarding activities, and ensuring a... ...project coordination, and operational excellence in a highly collaborative... ...to promote ETF services Participate in discussions...OperationsSeniorFull timeFor contractorsFreelanceWork at officeLocal area2 days per week
- ...Position Summary Oversees employees and directs operations of the hearing center. Participates in licensed hearing aid dispenser duties. Provides a high level of member service. We offer a comprehensive package of benefits including paid time off, health benefits (medical...OperationsSeniorTemporary work
$80k - $90k
CapTrust Advisors, LLC is seeking a Senior Client Management Associate to provide exceptional client service and support to the Wealth Client Service team in Boston,... ...reviews, maintaining CRM systems, and handling onboarding processes. The ideal candidate will have a...OperationsSeniorFull timeWork at office- Associate I - Global Fund Services Complex Assets Onboardings Job Information Job Identification 210592000 Job Category Fund Servicing Business... ...the set up and calibration of accounts to support the operational servicing of diverse asset types, Bank Loans, FX, OTC Derivatives...OperationsFull timeWork experience placementFlexible hoursShift work
$45 - $55 per hour
...Senior HVAC Service Professional We are actively recruiting a Senior HVAC Service Professional to join our growing operations in Newton, MA. This role is designed for a veteran technician who... ...seamlessly after a short 30 day onboarding window. Maintain accurate...OperationsSeniorHourly pay$99.47k - $141.8k
...Job Summary The Senior Contract Compliance Specialist will be responsible for ongoing data management of agreements throughout all phases. This... ...improvement; lead implementation to inter-office operations and service to the MGB community. Support efforts to manage support...OperationsSeniorContract workWork at officeRemote work- Boston Children’s Hospital is looking for a Senior Patient Experience Representative to provide advanced administrative and customer service support, ensuring exceptional patient experiences and efficient clinic operations. The role involves scheduling appointments, managing...OperationsSenior
$73.35k - $122.25k
The Senior Associate will play an integral role within the Private Markets IR Operations team, reporting to the Director, IR Operations, Timberland... ...—to support positioning, investor engagement, RFP and RFI... ...Partner with Proposal Services to manage completion of Timberland...OperationsSeniorTemporary workWork at officeLocal areaFlexible hours$75k - $90k
...rewarding place to work for all. Associate II, Cash Flow & Investor Services Acadian Asset Management is a global, systematic investment... ...internal teams such as Compliance, Portfolio Construction, and Operations, as well as communicate with external parties including...OperationsCasual workWork at officeWorldwideFlexible hours3 days per week- SENIOR SPECIALIST, INDUSTRIAL HYGIENE, Research Compliance The Industrial Hygiene Senior Specialist... ...24 or 40‑hour OSHA hazardous waste operations and emergency response training.... ...identity, genetic information, military service, pregnancy or pregnancy‑related condition...OperationsSeniorFor contractorsFlexible hours
$59k - $125k
...information is accurate and up to date in eCRM and reporting platforms. Collaborate closely with internal teams including client service, operations, marketing, legal, and compliance to manage risk and ensure alignment with business development activities. To be successful...OperationsSeniorTemporary workWork experience placementLocal area- SENIOR SPECIALIST, OCCUPATIONAL HEALTH & SAFETY, RESEARCH COMPLIANCE Position Overview: The Senior... ..., and powered industrial truck operation. Provides essential support to construction... ...identity, genetic information, military service, pregnancy or pregnancy‑related condition...OperationsSeniorFor contractors
- ...Description PPM Works is a full-service Microsoft Work Management and Project... ...Platforms. We are looking for a Senior Project and Portfolio Management Specialist to collaborate with teams... ...Project Online/Project for Web/Project Operations) Additional Information All your...OperationsSeniorFull timeContract workWork from home
- Hallmark Aviation is seeking an AIRLINE ACCOUNT MANAGER to provide Exceptional service to our WORLD CLASS International Airlines at ONT airport. The Airline Account Manager leads the airline operational and administrative processes while coordinating with the airline client/...OperationsSeniorFlexible hoursShift work
$90k
SENIOR SPECIALIST, RESEARCH SAFETY - Research Compliance, Research Safety - Boston University,... ...obtain 24- or 40-hour OSHA hazardous waste operations and emergency response training.... ...identity, genetic information, military service, pregnancy or pregnancy-related...OperationsSeniorFull timeFor contractorsWork at officeLocal area- ...and overall health We are seeking a Senior Specialist, Affiliate Marketing to own and scale... ...Analytics, PR, Finance, Product, Marketing Operations, Creative, and Brand teams to ensure... ...vision, in addition to mental health services, life and disability insurance, and more...OperationsSeniorFull timeFlexible hours
- Responsibilities Support and assist Client Operations Monitor and process custody related events accurately Ensure prompt follow up... ...solving skills Familiarity with custody operations or financial services Ability to work collaboratively with team members Excellent...OperationsSenior
- Human Resource Generalist - Senior Services Job Category: People and Culture Full-Time On-... ...& Culture team to support recruiting, onboarding, employee relations, leaves of absence... ...initiatives, compliance, and day-to-day HR operations. What You’ll Do Employee & HR Support...OperationsSeniorPermanent employmentFull timeTemporary workWork at officeLocal area
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