Senior Associate- Financial Services Operations
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Protocol Intelligence
Data-driven signals on your job's competitivenessWell-known financial firm hiring a mid-level, popular operations role in metro, creating high candidate competition.
Requires mutual-fund operations knowledge and compliance awareness, moderately limiting cross-industry transferability.
No explicit years or certifications but regulated mutual-fund operations require accuracy, creating moderate screening.
Job Description
Structured overview of role & requirementsAbout This Role
Process daily financial service requests for a Mutual Fund client including purchases, redemptions, account maintenance, and new account setup.
Ensure transaction accuracy and quality control, escalating issues and reviewing work (for Reps II and III).
Communicate regularly with advisors, shareholders, and clients to resolve complex issues and clarify requests.
Minimum Requirements
Completion of 4-6 weeks mandatory formal training with full attendance.
Proven ability to meet quality and productivity standards in operational transaction processing.
Exceptional written and verbal communication skills with computer proficiency for multitasking between systems.
Work Experience Required: Not explicitly mentioned in the JD.
Ideal Candidate Profile
Experience in financial services or mutual fund transaction processing with attention to detail and accuracy.
Ability to analyze multiple data sources and make informed decisions in a fast-paced environment.
Comfortable working collaboratively within a virtual environment and proactive in communication.