Associate II, Securities Operations (Mutual fund and transfer agency)
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Job Description
Structured overview of role & requirementsAbout This Role
Verify and input mutual fund customer requests ensuring accuracy and compliance with policies and regulations.
Perform quality control activities to meet operational standards and drive process improvements for efficiency and service.
Provide customer support including accounts setup, shareholder data maintenance, and mentor peers on less complex processes.
Minimum Requirements
1 to 3 years of experience in mutual fund or transfer agency process or finance domain.
Must be willing to work night shift timing: 8:30 PM to 6:30 AM, 5 days a week.
Hybrid working model with 3 days onsite per week.
Excellent communication skills mandated; work experience explicitly mentioned as 1-3 years in relevant domain.
Ideal Candidate Profile
Experience working in transfer agency or mutual fund transaction operations environment preferred.
Capable of adhering strictly to regulatory controls and operational metrics relevant to financial services.
Comfortable working independently and mentoring peers, demonstrating strong customer service orientation under night shift conditions.