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Generalist operations role with broad requirements and metro appeal, increasing candidate competition.
Moderate, as core transaction-processing skills transfer across industries but mutual-fund specifics add domain bias.
No explicit years, certifications, or specialized tech required, so selection likely based on skills and assessments.
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Provide transaction-processing services for Mutual Fund clients, focusing on high accuracy and efficiency in account activities like purchases, redemptions, and account maintenance.
Review and ensure quality and accuracy of financial service requests, escalating issues and recommending procedural changes when necessary.
Communicate effectively with advisors, shareholders, and clients to resolve complex issues, supporting both internal and external relationship management.
Mandatory training attendance: 4-6 weeks, Monday to Friday, 8am to 5pm EST.
Demonstrated computer proficiency with ability to manage multiple programs simultaneously.
Strong communication skills (verbal and written) required.
Work Experience Required: Not explicitly mentioned in the JD.
Detail-oriented with strong critical thinking and problem-solving skills to analyze multiple information sources for decision-making.
Comfortable working and collaborating in a virtual environment with adaptability to change.
Experience or interest in financial services operations, particularly in mutual fund transaction processing and client service roles.