Financial Services Account Associate Specialist (Call Back)

About the team:

The Transfer Agency is a division responsible for Transaction Operations, Processing and associated functions of mutual funds for various clients.

At FIS we provide service to clients via various channels like Transaction processing, Chat etc. The customer support may include but not limited to Accounts set up, Shareholder data maintenance, overall record keeping.

Wealth Transfer

What you will be doing:

Provides excellent customer service while serving as a telephonic concierge and primary point of contact to the financial institutions high-value customers.

• Addresses inquiries and performs account maintenance on deposits and money market accounts.
• Assists customers by initiating payment investigations, maintenance requests, fulfillment requests, and fee reversals.
• Works with various internal and external clients and various departments to resolve outstanding issues, comply with customer requests, and respond to client inquiries.
• Follows up as required to close service tickets and inquiries that were escalated or referred to a different business function.
• Interfaces with clients to determine present and future needs and discusses progress toward solutions.
• Ensures service expectations are met and establishes rapport with each caller to set positive expectations for account maintenance queries and other servicing needs.
• Completes banking transactions and identifies opportunities to market bank products to best meet each callers personal needs.
• Maintains a comprehensive knowledge of applicable products and services and keeps informed about new products and services and changes to existing products and services.
• Successfully sells, markets, and shares information with new and existing customers to educate them about financial offerings.
• Provides referrals to the managing director or relationship manager for new and additional services.
• Participates in client loyalty process, providing information and encouraging clients to respond timely to surveys. Participates in follow-up discussions to develop action plans to address concerns.
• May participate in business reviews to learn about clients strategic direction as well as gain a good understanding of the products and services offerings.
• Other related duties assigned as needed.

What you bring:

• Excellent communication and interpersonal skills
• Excellent knowledge of Customer Services; Global mindset (Desirable)
• Ready to work in night shifts (5 days in a week)
• Temporary work from home. Flexible to work in office environment post operations begin in office.
• A good team player
• Experience of working with global/other teams
• Detail oriented and regard for timeliness
• High regard for deadlines and deliverables
• Owning the work assigned to ensure it completeness without compromising timeliness or accuracy

What we offer you

A career at FIS is more than just a job. Its the change to shape the future of fintech. At FIS, we offer you:

• A voice in the future of fintech
• Always-on learning and development
• Collaborative work environment
• Opportunities to give back
• Competitive salary and benefits