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Popular mid-level transactional operations role in a metro with unspecified experience increases applicant competition.
Transaction-processing and client-communication skills transfer within financial services but less so outside BFSI.
No explicit years, certifications, and training provided, so hiring filters are relatively flexible.
Process daily financial service requests including purchases, redemptions, account maintenance, and new account setup for a Mutual Fund client with high accuracy and efficiency.
Communicate effectively with advisors, shareholders, and clients to resolve complex issues and clarify requests.
Ensure quality of transactions by reviewing entered work, escalating concerns, and collaborating within a virtual team environment.
Training attendance mandatory for initial 4-6 weeks, Monday to Friday 8am-5pm EST.
Skills required include critical thinking, problem solving, attention to detail, strong written and verbal communication, and computer proficiency to manage multiple programs simultaneously.
Work Experience Required: Not explicitly mentioned in the JD.
Must be able to work collaboratively in a virtual environment.
Experienced in financial services operations with a focus on transaction processing and quality control.
Capable of multitasking and managing detailed data entry responsibilities under deadlines.
Comfortable working remotely and communicating complex issues clearly to clients and team members.