Representative I, BPS Operations Processing

About the role

The client is an American publicly owned global investment management firm that offers mutual funds, subadvisory services, separate account management, and retirement plans and services for individuals, institutions, and financial intermediaries.

What you'll do

• Reporting to the Team Manager, BPS Operations Processing Representative will primarily be responsible for ensuring that accurate and timely running of Compliance Tests…
• Involve high level of interaction with onshore stakeholders via emails regarding resolution of data related issues for Compliance testing & Form 5500 work
• Working as part of a team to complete work assigned by the Team Manager, ensuring procedures are adhered to and data issues raised appropriately
• Perform tasks to ensure compliance with work group and client-specific procedures to further guarantee adherence to service level agreements
• Perform Nondiscrimination testing and prepare Form 5500 for customers under this client umbrella

What you need

• 0–5 years in operations
• Excel
• MS Office
• Reporting
• Mutual funds
• Any graduate

Good to have

• Customer service