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 setting.

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.

📌 Interview Invitation Transfer Agency Operations (US Shift)-22nd Aug (Pune)
🏢 SSu0026C TECHNOLOGIES
📍 Pune