BNY Mellon Careers

Rep., Investor Srvcs Ops

Westborough, Massachusetts
Asset Servicing

Job Description

Under minimal supervision, provides support to intermediary (Broker/Dealers and Trusts) and back office personnel on trade processing, clearance & settlement, and other related operations functions. Facilitate the resolution of Intermediary and Fund service platform driven operational challenges, including varying degrees of inbound and outbound communication with a telephone emphasis. Must possess, or quickly obtain, a solid understanding of Bank of New York Mellon platforms including:  domestic transfer agent systems and cross-border transfer agent systems.  Must also possess, or quickly obtain, a detailed working knowledge of the Depository Trust and Clearing Corporation (DTCC) platforms for trading (Fund/SERV) and account setup & maintenance (Networking).  Position also requires that constructive and productive relationships be cultivated with external Fund and Intermediary partners.  The position will be required to develop such relationships with specified firms for which the candidate will own the relationship.  Communication Skills:
Presents to, or exchanges information with, team members as well as outside the work group.  Outside the work group includes intra-departmental as well as external to the company.  Participates in group meetings and have an active role.  Respond to moderately complex inquiries.  Relays to, and gathers routine information from, employees and/or outside vendors and customers.  Drafts responses and occasionally complex correspondence under own signature. Quality:
Identifies errors or problems and independently investigates; recommends solutions to team members and management team. Coordinates data preparation, reviews operations documentation and recommends changes to improve operating objectives and/or compliance. Supervision Received:
Works under limited supervision. Follows established procedures, plans own work, suggests methods and procedures for new work assignments, and reviews with management for input/approval.


Associates degree or the equivalent combination of education and experience is required. 2-3 years of total work experience preferred. Experience in transfer agency operations preferred.

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark:

Client Service Delivery manages investment monitoring, measurement and processing services for our clients. Our solutions include Securities Operations, Fund Administration, Transfer Agency, Outsourcing, Performance Measurement and other related services.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.

Primary Location: United States-Massachusetts-Westborough
Internal Jobcode: 70524
Job: Asset Servicing
Organization: Investor Services GFI-HR08946
Requisition Number: 1809386