Financial Services Account Associate II

Department Icon Accounting & Finance
Posted: 1 year ago
0-3 years
Maharashtra, Pune
Accounting & Finance
Work from Office
Full Time

Posted: 1 year ago
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Job Description

    As a member of the Transfer Agency division at FIS, you will be responsible for Transaction Operations, Processing, and associated functions of mutual funds for various clients. Your role will involve providing service to clients through various channels like Transaction processing, calls & correspondence. The customer support you provide may include Accounts set up, Shareholder data maintenance, liquidation & overall record keeping.

    **Key Responsibilities:**

    • Verify and input customer requests to ensure accuracy and completeness, taking appropriate action
    • Perform quality control activities to maintain high-quality standards
    • Generate template email or written correspondence to customers as needed
    • Adhere to all policies, procedures, operational metrics/standards, fund/company policies, and regulatory controls
    • Identify improvement opportunities to enhance business processes for increased efficiencies and productivity
    • Guide and mentor peers on less complex processes
    • Demonstrate excellent customer service skills to enhance customer satisfaction
    • Utilize strong phone, verbal, and written communication skills, along with active listening
    • Maintain customer focus and adaptability to different personality types
    • Exhibit effective people skills and sensitivities when interacting with others
    • Work effectively both independently and in a team environment

    **Qualifications Required:**

    • Excellent communication and interpersonal skills
    • Good knowledge of Customer Services; Global mindset (Desirable)
    • Freshers or 1 to 2 years of experience from international calling process
    • Willingness to work in shift timings from 7:30 PM to 4:30 AM in a Hybrid model
    • Temporary work from home with flexibility to work in an office environment post office operations resume

    At FIS, you will have the opportunity to shape the future of fintech with:

    • A voice in the future of fintech
    • Continuous learning and development opportunities
    • Collaborative work environment
    • Opportunities for giving back
    • Competitive salary and benefits

    Please note that FIS is committed to safeguarding the privacy and security of all personal information processed to provide services to clients. For more details on how FIS protects personal information online, refer to the Online Privacy Notice.

    FIS follows a direct sourcing model for recruitment, and a small portion of hiring is done through recruitment agencies. FIS does not accept resumes from agencies not on the preferred supplier list and is not liable for any fees related to resumes submitted through job postings or employees.,

Skills

AccountsBusiness ProcessesRecord KeepingQuality ControlCustomer SatisfactionVerbal CommunicationTeamworkCustomer ServiceQuality ControlActive ListeningPeople SkillsWritten Communication

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