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Mid-level generalist operations role with sector-specific skills at a known fintech, moderate applicant competition.
Requires mutual fund/TA experience and MOS knowledge, limiting transferability across industries.
Explicit 5–6 years requirement and mandatory Transfer Agency securities operations experience.
Own resolution of complex, non-routine operational issues within Dealer Services / Main Office Services (MOS) ensuring accurate transaction processing and client servicing.
Support day-to-day operational oversight, including allocation and monitoring of work to meet service level agreements (SLAs).
Proactively identify and escalate process gaps, errors, or potential SLA and data privacy incidents while maintaining high service standards via multiple communication channels.
5 to 6 years of experience in Mutual Fund or Financial Services with strong Transfer Agency operations knowledge (transaction processing, record keeping, shareholder servicing).
Hands-on knowledge or experience in Dealer Services / MOS is an advantage.
Willingness to work night shifts and rotational shifts, 5 days a week.
Work Experience Required: 5 to 6 years in Mutual Fund / Financial Services; Notice Period: Not explicitly mentioned in the JD.
Operating style is independent with strong accountability for end-to-end operational execution and issue resolution in a complex financial services environment.
Experienced in managing client and distributor interactions within financial transaction servicing, capable of working under minimal guidance.
Comfortable in a shift-based role supporting global clients requiring proactive issue identification and escalation.