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, 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 Lake Mary, FL ( 4 days in office expectation).
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
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