Financial Services Account Associate II-6

2 - 6 years

0 Lacs

Posted:1 day ago| Platform: Shine logo

Apply

Work Mode

On-site

Job Type

Full Time

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. You will provide services to clients through various channels such as Transaction processing and Chat, which may involve tasks like Accounts set up, Shareholder data maintenance, and overall record-keeping. Key Responsibilities: - Verify and input customer requests to ensure accuracy and correctness, taking appropriate actions as necessary. - Perform quality control activities to meet quality standards. - Generate template emails or written correspondence to customers when required. - Adhere to all policies, procedure guidelines, operational metrics/standards, and regulatory controls/requirements. - Identify opportunities for process improvements to enhance efficiency, productivity, and service quality. - Guide and mentor peers on less complex processes. - Demonstrate excellent customer service skills to ensure high levels of customer satisfaction. - Utilize strong phone, verbal, and written communication skills, along with active listening. - Show adaptability to different personality types and a customer-focused approach. - Work effectively both independently and as part of a team. Qualifications Required: - Excellent communication and interpersonal skills. - Strong knowledge of Customer Services, with a global mindset being desirable. - Willingness to work night shifts (5 days a week). - Temporary work from home with flexibility to work in an office environment post office operations resume. Competencies: - Team player with experience working with global/other teams. - Detail-oriented with a focus on timeliness and meeting deadlines. - Ownership of assigned work to ensure completeness without compromising accuracy or timeliness.,

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview
cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

coding practice

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now

RecommendedJobs for You