Intermediate Representative, Investor Services Operations
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Job Description
At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system, we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities, and people everywhere.
We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world.
We’re seeking a future team member for the role of Investor Services Operations Representative to join our Transfer Agency team. This role is located in Dublin, Ireland working on a hybrid basis.
BNY Transfer Agency provides fund administration services to a multitude of clients including Money Markets, Mutual Funds, and ETFs. The Client Operations team provides both client service and oversight duties for and on behalf of our clients, including management of client queries, client escalations, supporting the offshore processing teams on complex queries, and management of risk throughout the transfer agency process as identified in our reconciliation process.
In this role, you’ll make an impact in the following ways:
* Identify and manage risks as identified in the reconciliation process on behalf of our clients.
* Respond to all client queries within the required client SLA.
* Assist with all queries and escalations from processing teams (Dealing, Cash Settlements, Distributions, Registrations, etc.).
* Engagement with the Fund Accountant, Custodian, and other service providers to the fund.
* Actively participate in fund launches and the onboarding of new clients.
* Manage SLAs within Transfer Agency and escalate any potential late deliverables to the management team and/or client.
To be successful in this role, we’re seeking the following:
* Third level qualification is preferred or the equivalent combination of education and experience.
* Prior Financial Services experience, specifically in Transfer Agency.
* Broad Transfer Agency knowledge in dealing, contact centre, cash settlements, reconciliations, registration, rebates, or client service is preferred.
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.
Seniority level
* Entry level
Employment type
* Full-time
Job function
* General Business, Management, and Business Development
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