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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Transfer Agency operations and transaction processing within the Financial Services sector, ensuring accurate and timely client support and issue resolution. Capable of identifying process improvements and managing operational priorities effectively.
Highest-signal resume keywords
Transfer Agency OperationsTransaction ProcessingCustomer ServiceRecord KeepingProcess Improvement
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Operational OversightIssue ResolutionData Privacy ManagementSLA MonitoringPayment InvestigationsFulfillment RequestsFee ReversalsAccount ManagementWorkflow MonitoringService Expectations Management
Soft Skills
CollaborationCommunicationProblem SolvingClient SupportAttention to Detail
Tools & Technologies
MOSDealer Services
Industry Keywords
Mutual FundFinancial ServicesShareholder ServicingOperational IssuesEscalated Situations
About the role
Key responsibilities & impact- Act as a subject matter expert by independently researching and resolving complex, non-routine, and escalated operational issues
- Support the direct leader with day-to-day operational oversight and operational priorities
- Complete moderate to complex assignments independently with minimal guidance
- Assess situations, identify issues, and recommend or execute corrective actions
- Allocate work across resources and monitor work baskets to ensure tasks meet defined SLAs
- Monitor workflows for process gaps, processing errors, data privacy incidents, and SLA risks; escalate concerns
- Provide client and back-office firm/broker-dealer support through email and phone
- Address inquiries and maintain account records for account owners, back-office firms, and associated entities
- Manage payment investigations, maintenance requests, fulfillment requests, and fee reversals
- Collaborate with internal teams and external clients to resolve issues and respond to inquiries
- Follow up on client inquiries and escalated situations
- Interface with clients regarding servicing needs, status updates, and resolution progress
- Establish service expectations with requestors and back-office firms
- Complete assigned tasks and transactions accurately and on time
- Maintain knowledge of MOS services, products, policies, procedures, and process changes
- Participate in business reviews as required
- Identify process improvement opportunities and recommend practical solutions
- Perform other related duties as assigned
Requirements
What you’ll need- 5 to 6 years of experience from Mutual Fund / Financial Services background
- Strong knowledge of Transfer Agency operations is mandatory
- Hands-on experience across transaction processing, record keeping and shareholder servicing
- Working knowledge of Dealer Services / MOS is an added advantage
- Excellent knowledge of Customer Services
- Global mindset (Desirable)
- Ready to work in night shifts (5 days in a week)
- Ready for rotational shifts
Benefits
Comp & perks- A voice in the future of fintech
- Always-on learning and development
- Collaborative work environment
- Opportunities to give back
- Competitive salary and benefits