Investor Services Operations Specialist II

BNY

Specialist, Investor Services Operations II managing transfer agency operations at BNY in Lake Mary, FL contributing to team objectives and client onboarding.

Posted 7/14/2026full-timeLake Mary • Florida • 🇺🇸 United StatesMid-LevelSenior💰 $52,000 - $83,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in transfer agency operations, client onboarding, and operational reporting, while effectively analyzing business data to enhance client relationships and mitigate risks.

Highest-signal resume keywords

Transfer Agency OperationsClient OnboardingOperational ReportingBusiness Data AnalysisProject Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisMetric ReportingRisk MitigationProcess ReviewOperational Efficiency

Soft Skills

Relationship BuildingConsultationTeam Collaboration

Certifications & Qualifications

Bachelor’s Degree

Industry Keywords

Transfer AgencyClient ConversionsBusiness Requirements

About the role

Key responsibilities & impact

Assists in conducting, analyzing, and reporting on transfer agency operations activities for clients of lower complexity.
Supports 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 and helps reduce risk and enhance efficiency through review processes and controls.
Assists in project management for a portion of an initiative and/or onboarding new clients.
Develops relationships with technology and line of business teams as Subject Matter Experts to define business requirements and test development.
Analyzes business data to identify trends to mitigate risk or enhance client relationships.
Contributes to the achievement of team objectives.

Requirements

What you’ll need

Bachelor’s degree or equivalent combination of education and experience is required.
0–3 years of total work experience preferred.
Experience in transfer agency operations preferred.
Experience supporting client onboarding, conversions, or operational reporting preferred.

Benefits

Comp & perks

Health insurance
401(k) plan
Paid volunteer time
Paid time off
Flexible global resources and tools for personal resilience and financial goals