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 #Life AtBNY 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 Lake Mary, FL.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.