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, 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 Client IS 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.
• 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.

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. 

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 assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $52,000 and $60,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors. 

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.