Financial Services Account Associate Senior (Mutual Fund/ Transfer Agency)

3 - 7 years

0 Lacs

Posted:3 weeks ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a Full-time employee at FIS, you will be part of a leading fintech solutions provider that impacts markets, companies, and individuals globally. Our inclusive and diverse teams work collaboratively and celebrate together, striving to advance the world of fintech. Are you ready to be a part of FIS The Transfer Agency division at FIS is responsible for Transaction Operations, Processing, and associated functions of mutual funds for various clients. We provide service to clients through various channels like Transaction processing, Chat, etc., addressing tasks such as Accounts set up, Shareholder data maintenance, and overall record-keeping. In this role, you will: - Provide excellent customer service as a telephonic concierge and primary point of contact for high-value customers of financial institutions. - Handle 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. - Engage with clients to understand their present and future needs and discuss progress towards solutions, ensuring service expectations are met. - Complete banking transactions, identify opportunities to market bank products, and educate customers about financial offerings. - Maintain a comprehensive knowledge of products and services, participate in client loyalty processes, and provide referrals for additional services. - Participate in business reviews to understand clients" strategic direction and product/service offerings. What you bring to the role: - Excellent communication and interpersonal skills - Knowledge of Customer Services and a global mindset (Desirable) - Willingness to work night shifts (5 days a week) - Strong team player with experience working with global/other teams - Detail-oriented with a regard for timeliness, deadlines, and deliverables - Ownership of assigned work ensuring completeness without compromising timeliness or accuracy At FIS, we offer you: - A voice in shaping 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 to clients. For details on our data protection practices, refer to the Online Privacy Notice. Sourcing Model: Recruitment at FIS primarily follows a direct sourcing model. We do not accept resumes from recruitment agencies not on our preferred supplier list and are not responsible for any fees related to resumes submitted through unauthorized channels.,

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