Intermediate Representative, Investor Services Operations

Intermediate Representative, Investor Services Operations

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. This is what #LifeAtBNY is all about.

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 provide 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. Servicing a limited number of clients.

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.
• Respond to and assist on 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 on-boarding of new Clients 
• Managing SLA’s within Transfer Agency and escalating 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.

At BNY, our culture speaks for itself. Here’s a few of our awards: 

• America’s Most Innovative Companies, Fortune, 2024
• World’s Most Admired Companies, Fortune 2024
• Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
• Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024
• “Most Just Companies”, Just Capital and CNBC, 2024
• Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
• Bloomberg’s Gender Equality Index (GEI), 2023

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.