Description
The Associate, Client Integrations is an entry-level to early-career role supporting daily transactional operations and assigned projects for small or non-complex clients. Responsibilities include completing routine tasks, maintaining records, using Microsoft Office, following structured processes, and escalating issues, with approximately 80% transactional and 20% tactical work. The role requires at least one year of relevant experience, prior exposure to mutual fund operations or financial services, and availability for U.S. Central Time business hours, which may require non-standard hours in India.
