Financial Services Operations Representative

Job description

Hiring: Associate Transfer Agency | Night Shift | Airoli, Mumbai We are looking for Associates with **Transfer Agency** experience for a **night shift** role based in **Airoli, Mumbai**. If you have relevant experience and excellent communication skills, please share your updated resume along with the following details at **bhargavi.pamidipati@sscinc.com** at the earliest: - **Total Experience:** - **Transfer Agency Experience:** - **Communication Skills (Rate 15, with 5 being the highest):** - **Availability for an In-Person (F2F) Interview on 11 July 2026 at 1:00 PM IST:** Yes/No **Job Details** - **Job Location:** Airoli, Mumbai - **Work Mode:** Work From Office (Monday to Friday) - **Shift Timings:** 7:00 PM to 4:30 AM IST - **Transport:** Pick-up and drop facilities will be provided within company boundaries. - JD: **Financial Services Operations Representative** **Training** will be for the first 4-6 weeks Monday Friday 8am to 5pm EST (7am-4pm CST) with mandatory attendance to ensure you receive the best support and education to prepare you for your new role. ***Role Overview*** 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. This role will be primarily operational in nature; however, you will also have opportunity to interact with account holders while working to research and resolve open items. Our team members share a commitment to ongoing professional development and delivery of exceptional quality service. ***What you will be doing*** - Perform daily account activities to provide excellent service to our customers by processing financial service requests with efficiency and accuracy. - After attending formal training, execute service requests, which include purchases, redemptions, account maintenance, and new account set-up. - 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. - Utilize internal and external resources to maintain a working knowledge of relevant account and industry trends. - Reps II and III will be reviewing and ensuring accuracy of work entered, providing coaching when needed and making recommendations for procedural changes. ***What You Will Bring*** - Critical thinking skills with the ability to review and analyze information from multiple resources to make an educated decision; strong problem solving and resolution skills. - Service related skill set with ability to maintain a strong attention to detail and accuracy. - Demonstrated ability to meet deadlines, remain adaptable and flexible with change. - Exceptional written and verbal communication skills. - Demonstrated computer skills with the ability to navigate and toggle between multiple programs and internal resources simultaneously to perform daily functions. - Self-motivation with demonstrated ability to work and collaborate in a virtual environment.