Senior Technical Support Analyst providing client support for Mutual Fund and Transfer Agency platforms. Handling complex issues and driving resolution while collaborating with internal teams.
Responsibilities
Serve as a primary support resource for clients using Mutual Fund and Transfer Agency solutions.
Build and maintain strong client relationships, acting as a trusted advisor on Mutual Fund operations and Transfer Agency workflows.
Handle complex and escalated client issues, taking full ownership through resolution.
Troubleshoot issues related to fund accounting, NAV processing, transactions, pricing, corporate actions, reporting, and end-to-end Transfer Agency workflows.
Own and drive end-to-end resolution of complex production issues, including analysis, coordination, mitigation, and closure.
Work cross-functionally with internal teams (Product, Technology, QA, Operations) to identify root causes and implement sustainable fixes.
Independently manage and prioritize support queues, ensuring timely responses and resolution of high-impact issues.
Apply data analysis and basic SQL skills to investigate issues, validate data, and confirm solutions.
Provide insights and recommendations for product and process improvements based on recurring issues and client feedback.
Lead larger initiatives or process improvements related to client support, operational stability, or efficiency.
Support release readiness, change activities, and production validation as needed.
Participate in disaster recovery or business continuity testing when required.
Perform other related duties as assigned.
Requirements
5+ years of prior client-facing experience in application, product, or technical support roles.
3+ years of experience within the Mutual Fund industry and/or Transfer Agency domain.
Strong understanding of the Mutual Fund lifecycle and Transfer Agency operations.
Experience supporting financial services platforms, preferably within asset management or fund servicing.
Proven experience working directly with clients to troubleshoot issues and drive resolution.
Self-starter mentality with the ability to work independently and manage support queues.
Leadership experience or demonstrated readiness for a Lead or Senior Analyst role.
Basic SQL knowledge and comfort working with data to analyze issues and validate outcomes.
Strong analytical, problem-solving, and decision-making skills.
Excellent written and verbal communication skills.
Comfortable working with minimal supervision on complex and high-impact production issues.
Benefits
Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development
Job title
Product Technical Support – Mutual Fund, Transfer Agency
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