Associate Advanced, Securities Operations (Legacy)
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Job Description
Structured overview of role & requirementsAbout This Role
Support day-to-day transaction operations and customer service functions for mutual fund accounts with minimal guidance.
Serve as primary telephonic contact for high-value financial institution customers, handling inquiries, account maintenance, and investigations.
Drive resolution of escalated service tickets, maintain service levels, and identify sales opportunities to promote financial products.
Minimum Requirements
5 to 6 years of experience in mutual fund background.
Ability to work night shifts, 5 days a week.
Experience in customer service related to financial products.
Work Experience Required: 5 to 6 years in Mutual Funds domain.
Ideal Candidate Profile
Experienced in handling complex customer service operations in mutual funds or related financial services.
Comfortable managing client relationships and interfacing with multiple internal and external stakeholders for issue resolution.
Demonstrates capability to independently execute assigned operational responsibilities following defined processes.