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The Associate Director manages client reporting and the performance of funds, ensuring accuracy and timely analysis. Responsibilities include preparing client reports under various accounting standards, reviewing financial data, leading automation initiatives using macros or scripts, and collaborating with clients and teams for process improvements.

This role focuses on providing transaction processing services for mutual funds with a strong emphasis on customer satisfaction. Responsibilities include leading a team of business support representatives, resolving issues, guiding daily activities, and improving existing procedures to meet team objectives.

Provides mutual funds transaction processing services with a customer-focused approach. The role includes offering proactive and innovative solutions to customers while demonstrating advanced functional knowledge and guiding less experienced team members. The candidate will be responsible for evaluating issues and making recommendations for new procedures.