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BNY

Safeguards and moves assets for investors

Senior Specialist - Investor Services Operations Representative

Customer ExperienceConfirmed live in the last 24 hours
Full-time$52k - $80k

About the Job

Requirements

  • A bachelor's degree or equivalent relevant experience is required.
  • Experience in client operations, fund services, transfer agency, or a related financial services environment is required.
  • Demonstrated experience managing client relationships and supporting complex service delivery models is required.
  • Experience leading or supporting operational change initiatives is required.
  • A strong understanding of client servicing, operational processes, and service delivery controls is required.
  • Experience using performance metrics, key performance indicator reporting, and data-driven insights to support decision-making is required.

Responsibilities

  • Serve premier clients across operational deliverables and service interactions.
  • Act as the primary operational contact for client inquiries, issue management, and service-related matters.
  • Coordinate operational delivery of client change initiatives, ensuring effective execution and minimal disruption.
  • Identify service issues, emerging risks, and process-improvement opportunities, and drive actions to resolution.
  • Deliver peer benchmarking insights and operational data to support client discussions and identify service enhancements.
  • Improve efficiency and scalability by reducing manual processes and supporting alignment with standard operating models.
  • Manage client escalations through investigation, root cause analysis, action planning, and follow-through.

About the Company

BNY

Safeguards and moves assets for investors

BNY safeguards financial assets and runs investment services for institutions, investment firms and wealthy clients around the world. Its custody business keeps clients' securities safe and handles the records and transactions needed to administer investment funds. Banks and brokers use its systems to settle trades, manage collateral and send payments, while its investment and wealth businesses manage portfolios and advise clients. It earns servicing and management fees as well as interest on loans and securities funded by client deposits. BNY traces its roots to the Bank of New York, founded by Alexander Hamilton in 1784, and is headquartered in New York City.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1784

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