Associate II, Securities Operations
Role Overview
The Associate II supports securities operations and mutual fund transfer agency activities for clients.
The team handles transaction processing, customer support, account setup, shareholder data maintenance, and record keeping.
Key Skills for This Role
Full Job Posting
Role overview
The Associate II supports securities operations and mutual fund transfer agency activities for clients.
The team handles transaction processing, customer support, account setup, shareholder data maintenance, and record keeping.
Responsibilities
- Verify and input customer requests and take appropriate action when information is complete and accurate.
- Perform quality control activities and follow operational productivity and quality standards.
- Prepare customer emails and written correspondence when appropriate.
- Follow fund, company, policy, procedure, and regulatory requirements.
- Identify opportunities to streamline processes and improve efficiency, productivity, and service.
- Guide and mentor peers on less complex processes.
- Provide customer support through transaction processing, chat, phone, and related channels.
Requirements
- Bachelor's degree is listed as the desired education.
- 1 to 3 years of experience in an international calling process is required.
- Excellent communication, interpersonal, customer service, and active listening skills are required.
- The candidate must be able to work independently and in a team environment.
- A global mindset is desirable.
Schedule
- The role requires night-shift availability for five days per week.
Work arrangement
- The posting states that work is temporarily from home, with flexibility to work in an office after operations begin there.
What the company offers
- The role offers professional education, personal development opportunities, career development resources, salary, and benefits.
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