Associate III, BPS Client Service & Support

About the role

Are you curious, motivated, and forward-thinking? The Transfer Agency is a division responsible for Transaction Operations, Processing and associated functions of mutual funds for various clients.

What you'll do

• Verifying and inputting customer requests to ensure information is correct and in good order, and takes appropriate action
• Performing quality control activities to ensure quality standards are met
• Producing template email or written correspondence to customers, when appropriate
• Adhering to all policies & procedure guidelines and divisional operational metrics/standards to achieve operational, productivity and quality
• Adhering to all fund/company policies and regulatory controls/requirement

What you need

• Customer service
• KYC
• Learning and development
• Communication
• Mutual funds
• Any graduate