Senior Associate - Financial Services Operations
SS&C Technologies (company site, opens in a new tab)PuneOn-siteDirect career pageEst. 4.5–8 LPA
Posted on 3 Sept
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Job description
Structured overview of role & requirements
About This Role
- Process daily financial services transactions such as purchases, redemptions, account maintenance, and new account setup with accuracy and efficiency.
- Communicate with advisors, shareholders, and clients by phone to resolve complex issues and clarify requests.
- Review transaction quality, escalate concerns, and collaborate virtually to maintain strong internal and external relationships.
Minimum Requirements
- Work Experience Required: Not explicitly mentioned in the JD.
- Mandatory participation in 4-6 weeks of formal training (Monday-Friday, 8am-5pm EST) with mandatory attendance.
- Strong computer skills including ability to navigate multiple programs simultaneously.
- Ability to work effectively in a virtual environment.
Ideal Candidate Profile
- Detail-oriented and service-focused with a quality mindset to meet or exceed productivity and accuracy targets.
- Capable of critical thinking and problem solving by analyzing multiple information sources to make informed decisions.
- Effective communicator with ability to handle complex client interactions and collaborate remotely.