Financial Services Account Associate Specialist

5 - 9 years

0 Lacs

Posted:1 day ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

You will be working full-time as an experienced professional with a relevant combination of work and education background. A Bachelor of Commerce/Business degree is desired for this role. There will be no travel required for this position. At FIS, you will have the opportunity to tackle challenging issues in financial services and technology. The company values curiosity, motivation, and forward-thinking. Join a team that is open, collaborative, entrepreneurial, passionate, and fun. The Transfer Agency division at FIS is responsible for Transaction Operations, Processing, and associated functions of mutual funds for various clients. You will provide services via different channels like Transaction processing, Chat, etc. Customer support activities may include Accounts set up, Shareholder data maintenance, and overall record-keeping. Your responsibilities will include: - Acting as a resource to the direct leader, performing operational functions independently with minimal guidance - Providing excellent customer service as a telephonic concierge to high-value customers - Addressing inquiries and performing account maintenance on deposits and money market accounts - Working with internal and external clients to resolve issues and comply with requests - Maintaining a comprehensive knowledge of products and services, identifying marketing opportunities, and selling bank products - Participating in client loyalty processes and business reviews - Ready to work night shifts for 5 days a week Requirements for this role include: - 5 to 6 years of experience in the Mutual Funds background - Excellent knowledge of Customer Services with a global mindset being desirable - Willingness to work night shifts At FIS, you will have the chance to shape the future of fintech. The company offers a collaborative work environment, opportunities for learning and development, chances to give back, and competitive salary and benefits. FIS values the privacy and security of personal information and follows a direct sourcing model for recruitment, with a preference for not using recruitment agencies.,

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