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

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.