Associate Advanced, Securities Operations (Legacy)

Overview

Support day-to-day securities and financial services operations, customer servicing, account maintenance, and issue resolution for high-value customers.

What you'll do

• Perform moderate to complex operational assignments independently.
• Serve as a telephonic concierge and primary customer contact.
• Maintain deposit and money market accounts.
• Initiate payment investigations, maintenance requests, fulfillment requests, and fee reversals.
• Resolve escalated service tickets and client inquiries with internal and external teams.
• Complete banking transactions and identify relevant product opportunities.
• Provide referrals for new and additional services.

What you'll need

• 5 to 6 years of experience in a mutual funds background.
• Excellent customer service knowledge.
• Ability to work night shifts five days per week.
• Knowledge of applicable products and services.
• Ability to use judgment and recommend corrective action in unique situations.

Nice to have

• Global mindset.

Details

• Location: Pune, India.
• Night-shift schedule, five days per week.