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Global financial-tech brand plus common operations role and ongoing hiring increases applicant competition.
Mutual-fund operations skills are somewhat domain-specific, limiting transferability outside financial services.
No explicit years; screens for accuracy, communication, and basic domain knowledge, moderately selective.
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Process financial service requests for mutual fund clients including purchases, redemptions, account maintenance, and new account setup.
Ensure quality and accuracy of transaction processing and escalate issues as needed.
Communicate effectively with advisors, shareholders, and clients daily to resolve complex issues and clarify requests.
Must complete 4-6 weeks mandatory training, Monday–Friday, 8am-5pm EST.
Strong computer skills with ability to navigate multiple programs simultaneously.
Work Experience Required: Not explicitly mentioned in the JD.
Exceptional written and verbal communication skills.
Detail-oriented with strong critical thinking and problem-solving skills to analyze and make decisions from multiple information sources.
Ability to meet deadlines and adapt to change in a virtual team environment.
Experience or comfort working collaboratively in a virtual environment communicating with multiple stakeholders.