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
- We’re seeking a future team member for the role of Senior Specialist, Investor Services Operations to join our Investor Services Operations team. This role... ...for clients of moderate complexity.Leads client onboarding and internal conversions.Conducts key metric reporting...OperationsSeniorWork experience placementWork at officeWorldwideFlexible hours
$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
$70k - $95k
Senior Investor Services Analyst The Senior Investor Services analyst is an integral individual within the Gen II operations team. The role requires meticulous attention to detail, as well as strong time management and organizational skills that thrive in a fast‑paced,...OperationsSeniorFull timeWork at officeRemote work2 days per week- CLIENT OPERATIONS MANAGER Location: Boston, MA (4 days in office expectation). Responsibilities Own the end-to-end service relationship for premier clients across all operational deliverables... ...maintain strong relationships with senior client stakeholders, including...OperationsSeniorWork at office
$135k - $182.1k
...- whether shaped by military service, community college education,... ...Access Management governance and operations for the bank and will play a... ...-focused initiatives that onboard applications to privileged access... ..., and recommendations to senior stakeholders.Influence teams...OperationsSeniorFull timeWork at officeFlexible hoursShift workDay shift- KKR seeks a professional to support the Global Wealth Investor Relations team, across registered and private products in alternative assets. The role focuses on onboarding, platform operations, and servicing advisors, RIAs, and third-party platforms while coordinating with...OperationsSenior
- ...and is responsible for the end-to-end onboarding and maintenance of private banking relationships... ...and lending products through strong operational execution, relationship support, and... ...in an operational and/or client services field is preferred.Experience supporting...OperationsSeniorWork experience placementWork at officeWorldwideFlexible hours
$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$80k - $150k
...delivering first-class client service to clients who invest in... ...financial advisor clients. The Investor Services Analyst will work... ...Coordinate administrative aspects of onboarding/offboarding of fund... ...Complete recurring tasks such as operational due diligence questionnaires...OperationsWork at officeRemote workFlexible hours1 day per week- ...and is responsible for the end-to-end onboarding and maintenance of private banking relationships... ...and lending products through strong operational execution, relationship support, and... ...in an operational and/or client services field is preferred. Experience supporting...OperationsSeniorWork experience placementWork at office
$95k - $105k
...our international team. As a senior member of the team, you will... ...and implementation of standard operating procedures (SOPs), internal... ...proposal writing and expanding RWE service offerings, while also... ...supervision required beyond initial onboarding Desired requirements for the...OperationsSeniorPermanent employmentFull timeContract workTemporary workWork at officeLocal areaWork from homeFlexible hours$100k - $150k
...fulfilling career.Join us as a Senior Recruiter, Investor ServicesAs a Senior Recruiter, Investor Services, you will partner with the... ..., known for premium service, specialist expertise, technology solutions... ...daily role is part of how we operate as trusted partners to one...SeniorFull timeLocal areaFlexible hours- ...seeking a Vice President, Client Onboarding to lead the onboarding of institutional... ..., timely, and aligned with service standards while partnering with Investor Relations, Legal, Compliance and... ...track record of improving onboarding operations in financial services, with...Operations
- ...As a leading global financial services company at the heart of the global... ...team member for the role of Specialist, Product Owner - Performance & Compliance, Fund & Investor Solutions IIto join our Asset... ...business, technology, and operations to execute on the product vision...OperationsWorldwideFlexible hours
- Needham Bank is seeking a Loan Operations Senior Servicer to perform complex consumer loan servicing with accuracy. You will handle modifications, onboarding, insurance administration, and investor reconciliation, while ensuring compliance with policies and regulatory...OperationsSenior
$83.2k - $124.8k
...will be too.The Business Development and Marketing Senior Specialist will interact with office leadership, attorneys, and... ..., Sectors and Industries, Branding and Creative Services, and Marketing Systems and Operations, to create and implement practice group marketing projects...OperationsSeniorTemporary workWork at office- ...Community Relations Associate to support our investor community and gain hands-on exposure to... ...capital, investor relations, and fund operations. You will work with Managing Partners,... ...investor engagement. This role blends client service, relationship management, and strategic...Operations
$100k - $115k
...hybrid work arrangement. The Senior Associate, Client Onboarding will work closely with... ...functional teams such as investor relations, investment... ...management or financial services, specifically servicing private... ...for client operations and service functions. Proficient...OperationsSeniorLocal area$88k - $145k
...offered for eligible candidates.The Senior Production Underwriting Specialist supports Commercial Underwriting... ...achieving their financial, workforce, and operational objectives by transforming complex... ...-driven solutions, support, or service.Demonstrated experience leveraging...OperationsSeniorFull timeWork at officeLocal areaRelocationRelocation packageFlexible hours$200k - $260k
...career.The Internal Audit (IA) Senior Director will be a senior... ...audits globally for the Firm’s Investor Services line of business, which... ...at the most senior risk and operating committees.Collaborate and coordinate... ...known for premium service, specialist expertise, technology...SeniorFull timeWork at officeLocal area- Senior Registered Client Service Associate Ashton Thomas is seeking a Senior Registered Private Wealth Client... ...with accuracy and follow-through Onboard new client accounts, ensuring... ...Advisors with advanced administrative and operational needs Assist with client events and...OperationsSenior
$100k - $138k
...technological solutions to help merchants seamlessly expand their operations, including our platform for first-party grocery and... ...integrations for our new warehousing product, DashMart Fulfillment Services, and work cross-functionally to bring them to market.About the...OperationsSeniorHourly payWork at officeLocal areaRemote workFlexible hours$178.4k - $226.7k
The Senior Security Engineer is a senior individual... ...initiatives across multiple services and teams. This role... ..., contributing to Operational Planning and newsletters... ...will be a security specialist with one or more areas... ...for the interview or onboarding process, please visit...OperationsSeniorInternshipFlexible hours$168.1k - $227.4k
The AWS Database Migration Service helps customers migrate databases... ..., you will design, build and operate database migration services... ...-sharing and mentorship. Our senior members enjoy one-on-one mentoring... ...support for the interview or onboarding process, please visit for...OperationsSeniorInternshipFlexible hours$250k
...ServicesCompany: CitiHead of Middle Office Services - Fund Services, Investor Services Managing Director - C16... ...intermediaries. Investor Services operates the largest custody network globally... ...clients.The Product Manager is a senior management level position responsible...OperationsFull timeWork at officeLocal areaFlexible hoursShift work- ...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
$38 - $66.59 per hour
...Senior Equipment Specialist Draper is an independent, nonprofit research and development company... ...manufacturing equipment and ensuring operational efficiency in a dynamic environment... ...with disabilities in employment, its services, programs, and activities. DraperOperationsSeniorFull time- ...Exchange and Financing Solutions. You will immerse in FX/FS trading operations on the trading floor, working closely with Sales and Trading teams in an in-office environment. The Front Office Trading Services (FOTS) team provides global support for Sales & Trading desks...OperationsSeniorWork at office
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