Senior Associate - Financial Services Operations

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.

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.

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.