Financial Services Account Associate Senior

2 - 6 years

0 Lacs

Posted:2 weeks ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a part of the Transfer Agency division at FIS, you will be responsible for Transaction Operations, Processing, and associated functions for mutual funds serving various clients. Your role will involve providing excellent customer service through telephonic interactions with high-value customers of financial institutions. **Key Responsibilities:** - Address customer inquiries and perform account maintenance on deposits and money market accounts. - Collaborate with internal and external clients and departments to resolve issues, fulfill customer requests, and respond to inquiries. - Follow up on escalated service tickets and inquiries to ensure timely closure. - Identify customer needs and discuss progress towards solutions, ensuring service expectations are met. - Conduct banking transactions and promote bank products to meet customer needs. - Stay updated on product and service offerings, educating customers about financial options. - Provide referrals for additional services and participate in client loyalty processes. - Engage in business reviews to understand client strategic direction and service offerings. - Other duties as assigned. **Key Qualifications:** - Excellent communication and interpersonal skills - Proficiency in Customer Services; Global mindset (Desirable) - Willingness to work night shifts (5 days a week) - Ability to temporarily work from home, with flexibility to transition to an office environment post operations return to office. **Competencies:** - Strong team player - Experience collaborating with global or cross-functional teams - Detail-oriented with a focus on timeliness - Adherence to deadlines and deliverables - Ownership of assigned work to ensure completion without compromising accuracy or timeliness **What We Offer:** - Competitive benefits package including medical, dental, and vision coverage - Collaborative work environment with dedicated and motivated colleagues - Professional education and personal development opportunities - Career development tools and resources - Emphasis on collaboration, flexibility, and respect in the work environment,

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