Team Lead - Financial Service Operations

Overview

Financial Services Operations Representative providing transaction-processing services with a service-oriented approach for a Mutual Fund client. The role is primarily operational, with occasional interaction with account holders to research and resolve open items.

What you'll do

• Perform daily account activities to provide excellent service by processing financial service requests with efficiency and accuracy.
• After formal training, execute service requests including purchases, redemptions, account maintenance, and new account set-up.
• Meet and surpass quality and productivity objectives within the current role.
• Review transactions for quality, ensuring the accuracy of work entered, and escalate areas of concern as needed.
• Work collaboratively in a virtual environment to build and maintain strong relationships internally and externally.
• Communicate daily by phone with advisors, shareholders, and the client to resolve complex issues or clarify incoming requests.
• Use internal and external resources to maintain working knowledge of relevant account and industry trends.
• Reps II and III review and ensure accuracy of work entered, provide coaching when needed, and make recommendations for procedural changes.

What you'll need

• Critical thinking skills with the ability to review and analyze information from multiple resources to make an educated decision.
• Strong problem-solving and resolution skills.
• Service-related skill set with strong attention to detail and accuracy.
• Demonstrated ability to meet deadlines and remain adaptable and flexible with change.
• Exceptional written and verbal communication skills.
• Demonstrated computer skills with the ability to navigate and toggle between multiple programs and internal resources simultaneously.
• Self-motivation with demonstrated ability to work and collaborate in a virtual environment.

Details

• Location: Pune, India (Commerzone Building 7).
• Training for the first 4-6 weeks, Monday to Friday, 8am to 5pm EST (7am-4pm CST), with mandatory attendance.