Associate, Investor Services Operations Representative
At BNY, our culture empowers you to grow and succeed. As a leading global financial services company, we touch nearly 20% of the world’s investible assets. Our 50,000+ employees worldwide bring diverse perspectives to create solutions that benefit businesses, communities, and people everywhere.
We are recognized as a top employer for innovation and inclusion. Through our unique ideas and talents, we help make money work for the world. This is #LifeAtBNY.
We are seeking a future team member for the role of Associate, Client Services to join our Transfer Agency team in Dublin on a hybrid basis.
BNY Transfer Agency provides fund administration services to clients including Money Markets, Mutual Funds, and ETFs. The Client Operations team handles client service and oversight duties, managing client queries, escalations, supporting offshore processing teams on complex issues, and managing risk throughout the transfer agency process, focusing on a limited number of clients.
In this role, you will:
* Identify and manage risks in the reconciliation process on behalf of clients
* Respond to all client queries within the required SLA
* Assist with queries and escalations from processing teams (Dealing, Cash Settlements, Distributions, etc.)
* Engage with internal teams to resolve queries and manage risks
* Coordinate with Fund Accountants, Custodians, and other service providers
* Lead in client/internal escalations and projects
* Participate in fund launches and onboarding of new clients
* Organize and manage team task rotas
* Supervise daily activities and team staff
* Manage SLAs within Transfer Agency and escalate potential delays
To succeed, you should have:
* Third-level qualification or equivalent experience
* At least 3 years of experience in Transfer Agency
* Broad knowledge in dealing, contact center, cash settlements, reconciliations, or client service
Our awards include:
* America’s Most Innovative Companies, Fortune, 2024
* World’s Most Admired Companies, Fortune 2024
* Human Rights Campaign Foundation, Corporate Equality Index, 100%, 2023-2024
* Best Places to Work for Disability Inclusion, Disability: IN, 100%, 2023-2024
* Most Just Companies, Just Capital and CNBC, 2024
* Dow Jones Sustainability Indices, Top for Sustainability, 2024
* Bloomberg’s Gender Equality Index, 2023
Our Benefits and Rewards include competitive compensation, benefits, wellbeing programs, flexible resources, paid leaves, and volunteer time. We are an Equal Employment Opportunity/Affirmative Action Employer supporting underrepresented groups.
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