Senior Associate - Financial Services Operations

About the role

As a Financial Services Operations Representative, you will be providing transaction-processing services with a service orientated approach for our Mutual Fund client. You will work as part of a team to provide proactive and innovative solutions with a high attention to detail and accuracy.

What you'll do

• Perform daily account activities to provide excellent service to our customers by processing financial service requests with efficiency and accuracy
• Meet and surpass quality and productivity objectives within current role, bringing a quality mindset to all aspects of the work
• Review transactions for quality, ensuring the accuracy of the work entered; escalating areas of concern as needed
• Work collaboratively within a virtual environment to build and maintain strong relationships both internally and externally
• On a daily basis, effectively communicate with advisors, shareholders, and the client over the phone in order to resolve complex issues or clarify incoming requests

What you need

• Mutual funds
• Any graduate