Associate II, Securities Operations – Transfer Agency, Mutual Fund

FIS

. Verify and input customer requests to ensure information is correct and in good order, and take appropriate action .

Posted 10/8/2026full-timePune • IndiaJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in customer service and quality control within mutual fund and transfer agency processes, ensuring adherence to operational metrics and regulatory requirements. Capable of identifying process improvements to enhance efficiency and productivity while providing exceptional customer satisfaction.

Highest-signal resume keywords

Customer ServiceQuality ControlMutual Fund ProcessesTransfer Agency FunctionsCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Quality Control ActivitiesCustomer Request VerificationProcess ImprovementOperational Metrics AdherenceTemplate Email Production

Soft Skills

Interpersonal SkillsActive ListeningTeam CollaborationAdaptabilityCustomer Focus

Industry Keywords

Mutual FundTransfer AgencyFinanceRegulatory RequirementsOperational Standards

About the role

Key responsibilities & impact

Verify and input customer requests to ensure information is correct and in good order, and take appropriate action
Perform quality control activities to ensure quality standards are met
Produce template email or written correspondence to customers, when appropriate
Adhere to policies, procedure guidelines, operational metrics, standards, fund/company policies, and regulatory requirements
Identify improvement opportunities to streamline business processes and improve efficiency, productivity, and service
Guide and mentor peers on less complex processes
Provide excellent customer service and build high levels of customer satisfaction
Support Dealer Service / Main Office Service operations for mutual funds and transfer agency functions

Requirements

What you’ll need

1 to 3 Years of experience from Mutual fund and transfer agency process or Finance
Shift time – 8:30 PM to 6:30 AM
Ready to work in night shifts (5 days in a week)
Hybrid model – 3 days in a week
Excellent communication and interpersonal skills
Excellent knowledge of Customer Services; Global mindset (Desirable)
Strong phone, verbal and written communication skills, along with active listening
Ability to work both independently and in a team environment
Customer focus and adaptability to different personality types

Benefits

Comp & perks

Always-on learning and development
Collaborative work environment
Opportunities to give back
Competitive salary and benefits