Financial Services Account Associate II (Transfer Agency)

1 - 5 years

0 Lacs

Posted:3 days ago| Platform: Shine logo

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On-site

Job Type

Full Time

Job Description

Are you a curious, motivated, and forward-thinking individual At FIS, you will have the opportunity to tackle some of the most challenging and relevant issues in financial services and technology. Our team values empowerment, openness, collaboration, entrepreneurship, passion, and most importantly, fun. About the team: The Transfer Agency division at FIS is responsible for Transaction Operations, Processing, and associated functions of mutual funds for various clients. We provide services to clients through various channels such as Transaction processing, Chat, etc. Customer support includes tasks like Accounts set up, Shareholder data maintenance, and overall record-keeping. What you will be doing: - Verifying and inputting customer requests accurately - Performing quality control activities - Producing template email or written correspondence to customers - Adhering to policies, procedures, and operational metrics/standards - Ensuring compliance with fund/company policies and regulatory controls - Identifying opportunities to improve business processes - Guiding and mentoring peers on less complex processes - Providing excellent customer service and communication skills - Demonstrating effective people skills and adaptability - Working independently and collaboratively in a team environment What you bring: - 1 to 3 years of experience in Mutual fund and transfer agency processes - Willingness to work night shifts (8:30 PM to 6:30 AM, 5 days a week) - Hybrid work model (3 days in a week) - Excellent communication and interpersonal skills - Knowledge of Customer Services and a Global mindset (Desirable) What we offer you: A career at FIS is more than just a job. It's an opportunity to shape the future of fintech. We offer: - A voice in the future of fintech - Continuous learning and development opportunities - Collaborative work environment - Opportunities for giving back - Competitive salary and benefits Privacy Statement: FIS is committed to protecting the privacy and security of all personal information processed to provide services. For detailed information on how FIS protects personal information online, refer to the Online Privacy Notice. Sourcing Model: Recruitment at FIS primarily operates on a direct sourcing model. FIS does not accept resumes from recruitment agencies that are not on the preferred supplier list. We are not responsible for any fees related to resumes submitted through unauthorized channels.,

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