Associate II, Securities Operations (Transfer agency and Mutual Fund)

Overview

Associate II role in the Transfer Agency division, handling transaction operations and processing for mutual funds on behalf of various clients.

What you'll do

• Verify and input customer requests to ensure information is correct and in good order, and take appropriate action.
• Perform quality control activities to ensure quality standards are met.
• Produce template email or written correspondence to customers, when appropriate.
• Adhere to all policies and procedure guidelines and divisional operational metrics/standards to achieve operational, productivity and quality goals.
• Adhere to all fund/company policies and regulatory controls/requirements.
• Identify improvement opportunities to streamline business processes resulting in greater efficiencies, productivity and/or service.
• Guide and mentor peers on less complex processes.
• Deliver excellent customer service that builds high levels of customer satisfaction.
• Work both independently and in a team environment.

What you'll need

• 1 to 3 years of experience in mutual fund and transfer agency processes or finance.
• Excellent knowledge of customer services.
• Strong phone, verbal and written communication skills, along with active listening.
• Excellent communication and interpersonal skills.
• Customer focus and adaptability to different personality types.
• Demonstrates effective people skills and sensitivities when dealing with others.

Nice to have

• Global mindset.

Details

• Location: Pune, India.
• Shift time: 8:30 PM to 6:30 AM.
• Ready to work night shifts, 5 days a week.
• Hybrid model: 3 days in the office per week.