Securities Operations Associate II

About the Role

As a Customer Service Associate – Transfer Agency, you will support transaction processing and customer service activities for mutual fund clients. You will review customer requests, maintain shareholder records, and provide support through calls and written correspondence.

Key Responsibilities

• Verify and process customer requests, ensuring that information is accurate, complete, and in good order.
• Perform quality checks to ensure work meets operational, regulatory, and service standards.
• Prepare template-based emails and written correspondence for customers.
• Maintain shareholder information and support account setup, transactions, liquidations, and record-keeping activities.
• Identify process improvements and guide colleagues on less complex procedures when needed.

Requirements & Tech Stack

• Hybrid work model in Pune.
• Willingness to work from 7:30 p.m. to 4:30 a.m.

Qualifications

Required Qualifications

• Strong verbal and written communication skills, with active listening abilities.
• Customer service skills and the ability to work with different customer needs and communication styles.
• Ability to work independently and collaborate effectively within a team.
• Fresh graduates or candidates with up to two years of experience in an international voice or customer service process.

Preferred Qualifications

• Knowledge of customer service processes and quality standards.
• Experience supporting international customers through calls, emails, or written correspondence.
• A global mindset and the ability to work effectively with diverse teams and customers.