7 часов назад
Securities Operations Associate II (Transfer Agency and Mutual Fund)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Securities Operations Associate II (Transfer Agency and Mutual Fund) (Financial Services): Processing mutual fund and transfer agency customer requests, maintaining shareholder records, and supporting transaction operations with an accent on accuracy, quality control, customer service, and regulatory compliance. Focus on verifying complex requests, improving operational processes, mentoring peers, and maintaining service quality across rotational and night shifts.
Location: Hyderabad, India; hybrid model with attendance in the office 3 days per week
Company
provides financial services technology and transfer agency operations for mutual fund clients.
What you will do
- Verify and input customer requests, ensuring information is accurate and complete.
- Process mutual fund and transfer agency transactions, account setup, shareholder data maintenance, and record keeping.
- Perform quality control activities and follow operational, productivity, fund, and regulatory standards.
- Prepare template emails and written customer correspondence when required.
- Identify process improvement opportunities that increase efficiency, productivity, and service quality.
- Guide and mentor peers on less complex processes while delivering responsive customer service.
Requirements
- 1–3 years of experience in mutual funds, transfer agency operations, or finance.
- Excellent customer service, communication, interpersonal, and active listening skills.
- Ability to work independently and as part of a team.
- Willingness to work rotational shifts, including night shifts, 5 days per week.
- Availability for a hybrid schedule with 3 days per week in the office.
- Ability to adapt to different personality types and demonstrate sensitivity when working with others.
Nice to have
- Global mindset.
Culture & Benefits
- Collaborative, open, entrepreneurial, and inclusive work environment.
- Learning and development opportunities.
- Competitive salary and benefits.
- Opportunities to contribute to the future of fintech and give back to the community.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →
Похожие вакансии
7 часов назад
Senior Associate - Financial Services Operations (Fintech)
7 часов назад
Hiring Investor Services Professionals (Fintech)
7 часов назад
Experienced Fund Accountants Senior Associate (Fund Accounting)
6 часов назад
Senior Associate (Fund Accounting)
10 часов назад
Team Leader KYC (Fintech)
9 часов назад