Specialist, Investor Services Operations Representative

Specialist, Investor Services Operations Representative

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 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.

We’re seeking a future team member for the role of Specialist, Investor Services Operations Representative, to join our Fund and IS Client Ops team. This role is located in Boston, MA.

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

• Process and verify transactions efficiently by demonstrating expertise in transaction processing systems and protocols.
• Ensure compliance with regulatory requirements through meticulous attention to detail and adherence to established guidelines.
• Collaborate with team members to resolve transaction discrepancies, utilizing strong problem-solving skills and analytical capabilities.
• Maintain client records accurately by employing a thorough understanding of data management practices.
• Proactively identify process improvement opportunities to enhance operational efficiency and client service.
• Support the team in achieving service delivery goals by contributing to a collaborative and dynamic work environment.

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

• Bachelor’s degree in Finance, Business Administration, or a related field preferred; professional certification in transaction processing or a related discipline is advantageous.
• 0–5 years of experience.
• Strong analytical and problem-solving skills to ensure accurate transaction processing.
• Excellent communication and collaboration abilities to work effectively within the team; detail-oriented mindset to maintain compliance and accuracy in transaction records.

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, 2025
• World’s Most Admired Companies, Fortune 2025
• “Most Just Companies”, Just Capital and CNBC, 2025

Our 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. Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.