Account Services Associate Senior

4 - 7 years

0 Lacs

Posted:2 weeks ago| Platform: Foundit logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Are you curious, motivated, and forward-thinking At FIS you'll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology. Our talented people empower us, and we believe in being part of a team that is open, collaborative, entrepreneurial, passionate and above all fun.

About the team-

This will be a part of Wealth team

What will you be doing-

  • Oversees quality assurance specialists / analysts for Wealth and Retirement vertical of business who perform quality monitoring (QC/QA) for the Wealth and Retirement transactions to ensure completion of tasks and attainment of departmental goals.
  • Monitors operations to ensure adherence to service level standards and company/department policies and procedures.
  • Resolves issues and contributes to business unit/area development.
  • Responsible for leading process improvement initiatives within the Wealth and Retirement work areas and driving significant process change within the organization.
  • Provides coaching and mentoring to Wealth quality assurance representatives.
  • May also consult/review with Wealth operations supervisors and team leads regarding quality monitoring trends, reports and recommendations.
  • Leads and provides direction around department process improvement initiatives
  • Strong communications skills
  • Closely work with clients and provide daily, weekly, and monthly updates.
  • Assess training needs through collaboration with department heads and stakeholders.
  • Design training materials, modules, and resources that facilitate effective learning outcomes.
  • Evaluate training effectiveness through assessments and feedback, making improvements as necessary.
  • Stay updated on industry trends, training methodologies, and best practices to enhance training programs continually.
  • Other related duties assigned as needed

What do you bring-

  • Min 4 to 7 years experience of investment banking, Capital Market with functional expertise in Wealth business, Fund Accounting, Recon, Performance, Income, Fee Processing, Security Master & Pricing etc.
  • Strong understanding of financial products like Bonds, Mutual Funds, SWAPS, Equities, Futures etc.
  • Knowledge of Reconciliation and reporting. Good to have knowledge on Trade Settlements lifecycle, corporate actions, and Accruals.
  • Hands on experience around business transitions and required documentation will have added advantage.
  • Candidate should have exposure around audits (internal and external) and strong understanding around Risk and Control framework.
  • Quality methodology certifications would be an added advantage.
  • High school diploma or GED, Associate's or bachelor's or master's degree or the equivalent combination of education, training, or work experience is preferable.
  • Financial certification/ degrees like CFA, CA, CS etc. is preferrable.

What we offer you:

  • A multifaceted job with a high degree of responsibility and a broad spectrum of opportunities.
  • A broad range of professional education and personal development possibilities FIS is your final career step.
  • A competitive salary and benefits a variety of career development tools, resources and opportunities.
  • With a 50-year history rooted in the financial services industry, FIS is the world's largest global provider dedicated to financial technology solutions.

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FIS logo
FIS

Financial Services

Jacksonville

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