Senior Associate - Financial Services Operations
SS&C Technologies (company site, opens in a new tab)PuneOn-siteDirect career pageEst. 5–9 LPA
Posted on 27 Sept
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Job description
Structured overview of role & requirements
About This Role
- Process financial service transactions for Mutual Fund clients including purchases, redemptions, account maintenance, and new account set-up after training.
- Ensure high accuracy and quality in transaction processing, escalate issues, and meet productivity and quality targets.
- Communicate effectively with advisors, shareholders, and clients daily to resolve complex issues and clarify requests.
Minimum Requirements
- Completion of 4-6 weeks of mandatory training Monday to Friday 8am-5pm EST.
- Strong computer skills capable of managing multiple programs simultaneously.
- Work Experience Required: Not explicitly mentioned in the JD.
- Exceptional written and verbal communication skills required for regular interactions with clients and advisors.
Ideal Candidate Profile
- Detail-oriented individual with strong critical thinking and problem-solving skills to analyze information and make educated decisions.
- Ability to work effectively in a virtual team environment and collaborate remotely.
- Experienced in adhering to deadlines and adapting to change while maintaining service quality and accuracy.