Senior Specialist, Investor Services Operations
BNY Mellon
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 is located in Boston, MA. In-office requirement is four days.In this role, you’ll make an impact in the following ways:Conducts, analyzes, and reports on transfer agency operations activities for clients of moderate complexity.Leads client onboarding and internal conversions.Conducts key metric reporting and consults on daily Transfer Agency processes.Assists management in the day-to-day operations of the business by resolving escalated issues.Conducts reviews of processes and procedures to reduce risk, enhance efficiency, and make recommendations for modification to improve productivity.To be successful in this role, we’re seeking the following:Bachelor’s degree or the equivalent combination of education and experience is required.3-5 years of total work experience preferred.Experience in transfer agency operations preferred.Applies key controls/processes to identify potential risk and analyzes business data to identify trends to mitigate risk or enhance client relationships.Provides guidance to less experienced team members as needed and contributes to the achievement of team objectives.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.At BNY, our culture speaks for itself, check out the latest BNY news at BNY Newsroom & BNY LinkedIn Here’s a few of our recent awards:America’s Most Innovative Companies, Fortune, 2025World’s Most Admired Companies, Fortune 2025“Most Just Companies”, Just Capital and CNBC, 2025Our Benefits and Rewards: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.BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting. Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.Full timePosting Date: 2026-07-20
$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... ...with Proposal Services to manage completion of Timberland...OperationsSeniorFull timeTemporary workWork experience placementWork at officeLocal areaFlexible 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$135k - $182.1k
...career paths - whether shaped by military service, community college education, or a wide... ...Access Management governance and operations for the bank and will play a key role in... ...risks, dependencies, and recommendations to senior stakeholders.Influence teams to align around...OperationsSeniorFull timeWork at officeFlexible hoursShift workDay shift$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- ...InformationJob TitleSenior Specialist, Private Equity Group, ETFJob... ...’LL FIT WITHIN THE TEAMAs a Senior Specialist, Customer Success... ..., project coordination, and operational excellence in a highly collaborative... ...to promote ETF services Participate in discussions with...OperationsSeniorFull timeFor contractorsFreelanceWork at officeLocal area2 days per week
$135k - $182.1k
...career paths - whether shaped by military service, community college education, or a wide... ...identifies and addresses vulnerabilities and operates a global security operations center that... ...strengthening risk mitigation.Act as a senior advisor on cloud access controls, entitlement...OperationsSeniorFull timeWork at officeFlexible hoursDay shift$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$130k - $152.5k
...businesses through critical strategy and operational issues to become more profitable,... ...and regulations. Our two main services - economic and management consulting... ...cybercrime investigation services.As a Senior Associate Privacy Specialist, you will help clients assess,...SeniorWork at officeWork from home3 days per week$120k - $225k
...RoleWe are seeking a Director, US Wealth Investor Services to lead the design, execution, and... ...end investor lifecycle and will drive operational efficiency, productivity, and service... ...pathways. This individual serves as the senior authority for servicing delivery and performance...OperationsFull timeRemote workFlexible hours1 day per week$70k - $90k
...Senior Docket Specialist Title: Senior Docket Specialist Location: Boston, MA, Dallas, TX, Houston... ..., including insurance, financial services, healthcare, and professional... ...professional growth in its technology operations, all while maintaining a supportive environment...OperationsSeniorWork at officeRemote workFlexible hours$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- CLIENT OPERATIONS MANAGERAt BNY, our culture allows us to run our company better and enables... ...success. As a leading global financial services company at the heart of the global financial... ...and maintain strong relationships with senior client stakeholders, including leaders...OperationsWork at officeWorldwideFlexible 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$80k - $131k
...or Recruiting). You will report to the Senior Manager, Vendor Management. Position Compensation... ...needs. Use knowledge of department's operations and goals to determine all sourcing... ...for process improvements and improved services for partners. * Uses knowledge of department...OperationsSeniorFull timeContract workWork at officeLocal areaRelocation package$73.72k - $164.57k
...commitment to providing outstanding client service today, and tomorrow. You will be able to... ...is currently seeking an Associate or Senior Associate to join our Trade and Customs... ...) processes, compliance activities, and operations, including participating government agency...OperationsSeniorH1bLocal area$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$135k
...About the Role Entensiv is looking for a Senior Building Automation Service Engineer to join our growing team. This is a hands-on technical role for... ..., and commission BAS controllers and sequences of operation Interface directly with clients and project teams to communicate...OperationsSeniorFull timeWork at officeFlexible hours- ....KPMG is currently seeking a Senior Associate in Financial Due Diligence... ..., and accounting advisory services including IPO assistance,... ...00 companies, private equity investors, and asset based lendersInterface... ...and projected financial and operating trends, quality of earnings...OperationsSeniorH1bLocal area
- ...Transaction, and Accounting Services in the middle-market. We have... ...businesses, investment banks, and investors nationwide. Position... ...transaction. CFOx is looking for a Senior Associate to work closely... ...strategic financial insights, drive operational improvements, and support...OperationsSeniorInterim role
$18.7 - $22 per hour
...A healthcare services company is looking for a Senior Customer Service Representative to provide outsourced services related to medical billing and reimbursement. The position involves assisting home health nurses with orders, resolving issues, and providing high-quality...OperationsSeniorHourly payRemote work$140k - $172k
...embrace opportunities to make a difference.About the roleThe Senior Regional Production Specialist must be able to illustrate the highest levels of... ...networks. It is an exciting time to join us — across our operations, we are thinking in new and innovative ways to deliver...OperationsSeniorFull timeWork at officeFlexible hours$100k - $160k
...Overview A&M CFO Services work with private equity‑held portfolio companies and provide... ...through hands‑on involvement in our clients’ operations. We support PE firms to ensure their... ...financial outcomes. PEPI - CFO Services – Senior Associate CFO Services Pillars Liquidity...OperationsSeniorPart timeFlexible hours$21 - $25 per hour
...Job Description Job Description Behavioral Health Specialist – Acute Treatment Services (Per Diem) Location: Roxbury, MA (Onsite Role) Pay:... ...work day, evening, weekend, or holiday shifts based on operational needs. Essential Responsibilities Promote a safe,...OperationsDaily paidFlexible hoursShift workNight shiftAfternoon shift- ...to build off their existing accounting, operational, and industry experience. We execute finance... ...Group is a specialized professional services firm of Big 4 alumni and top-tier industry... ...Skills & Experience:· A Senior Manager at this level will be someone with...OperationsSeniorFull timeWork at officeRemote work
$163.2k - $220.8k
...counsel and a highly professional, responsive service experience. The Client Service team has... ...in how we work. We are seeking a Senior Manager to support the execution of our... ...structured for immediate administrative and operational success.Partner with Finance, IT, Legal...OperationsSeniorFull timeImmediate startWorldwide$22 per hour
Massachusetts General Hospital's Revere Health Center is seeking an experienced Administrative Assistant to support clinical service operations. You will perform scheduling, front-desk duties, billing processing and act as a super user for scheduling and billing systems...OperationsSeniorHourly payWeekday work$113.15k - $270.02k
...commitment to providing outstanding client service today, and tomorrow. You will be able to... ...is currently seeking a SALT Direct Tax Senior Manager, Shared Services to join our... ...trustworthiness, and safeguard business operations and company reputation. Pursuant to the...OperationsSeniorWork at officeLocal area- ...with KPMGs extensive network of specialists; enjoy access to our Ignition Centers... ...currently seeking a Manager or Senior Manager to join our Business Tax Services practice. Responsibilities:Advise... ..., and safeguard business operations and company reputation. Pursuant...OperationsSeniorPrivate practiceWork at officeLocal area
- Job Summary:The Tax Senior, International Tax Services is responsible for utilizing research skills and applying their educational background to identify... ...opportunities for multinational businesses with operations in the U.S. and overseas with a focus on a large variety...OperationsSeniorWork at officeOverseas
$105.4k - $207.8k
...role ends on 12/31/3026.Work you'll doAs a Senior Consultant, Strategy, Growth, and... ...mattersCollaborating with legal, policy, product, operations, data protection, and engineering... ...Privacy Protection Act (COPPA), or Digital Services Act (DSA)Ability to travel 25-50%, on...OperationsSeniorLocal areaVisa sponsorship
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Specialist, Investor Services Operations. Be the first to apply!
- mental health specialist Boston, MA
- instructional technology specialist Boston, MA
- resolution specialist Boston, MA
- independent living specialist Boston, MA
- criminal justice specialist Boston, MA
- returns specialist Boston, MA
- entry level safety specialist Boston, MA
- senior specialist Boston, MA
- restaurant specialist Boston, MA
- wellness specialist Boston, MA


