Interview Invitation Transfer Agency Operations (US Shift)-22nd Aug

Job description

Dear Candidate, Greetings from SS&C Technologies! We are pleased to invite you for an in-person interview. Please find the details below: Interview Details • Date: 22 August 2026 (Saturday) • Time: 11:00 AM IST • Venue: 2nd Floor, Building 7, Commerzone, Yerwada, Samrat Ashok Path, Pune 411006 Job Details: • Role: Senior Associate- Transfer Agency Operations (Mutual Fund) • Location: Yerwada, Pune • Work Mode: Work From Office (Monday to Friday) • Shift: US Night Shift (7:00 PM 4:30 AM IST) • Transport: Pick-up and drop facility will be provided • Total years of Exp : 2-5 years ( Only can apply) Eligibility: Please apply only if you are comfortable working in a permanent US Night Shift and a 5-day Work From Office environment. Those who applied in last 6 months are not eligible to apply Documents to Carry: • Updated Resume • Government-issued Photo ID Proof If you are interested and meet the above requirements, we look forward to meeting you on the interview date. Key Skill Requirements: Candidates should have experience in Transfer Agency operations, preferably in the below areas: • Redemptions • Subscriptions • Indexing • Data Reference Management • Custodian Maintenance • NAV Operations • Any financial services domain with strong Mutual Fund knowledge 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.