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Financial Services Account Associate II
full-timePune City

Summary

Location

Pune City

Type

full-time

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About this role

Position Type :

Full time

Type Of Hire :

Experienced (relevant combo of work and education)

Education Desired :

Bachelor of Commerce/Business

Job Description

Are you curious, motivated, and forward-thinking? At FIS, you’ll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology. Our talented people empower us, and we believe in being part of a team that is open, collaborative, entrepreneurial, passionate and above all fun.

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 a service to clients via various channels like Transaction processing, Chat etc. Customer support may include but not limited to Accounts set up, Shareholder data maintenance, overall record keeping.

What you will be doing:

  • Verifying and inputting customer requests to ensure information is correct and in good order, and takes appropriate action.

  • Performing quality control activities to ensure quality standards are met.

  • Producing template email or written correspondence to customers, when appropriate

  • Adhering to all policies & procedure guidelines and divisional operational metrics/standards to achieve operational, productivity and quality

  • Adhering to all fund/company policies and regulatory controls/requirement

  • Identifying improvement opportunities to streamline business processes resulting in greater efficiencies, productivity and/or service

  • Guiding/mentoring peers on less complex processes

  • Excellent customer service skills that build high levels of customer satisfaction

  • Strong phone, verbal and written communication skills, along with active listening

  • Customer focus and adaptability to different personality types

  • Demonstrates effective people skills and sensitivities when dealing with others

  • Ability to work both independently and in a team environment

What you bring:

  • 1 to 3 Years of experience from Mutual fund and transfer agency process or Finance 

  • Rotational Shift

  • Ready to work in night shifts (5 days in a week)

  • Hybrid model – 3 days in a week.

  • Excellent communication and interpersonal skills

  • Excellent knowledge of Customer Services; Global mindset (Desirable)

What we offer you:

A career at FIS is more than just a job. It’s 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

Privacy Statement

FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.

Sourcing Model

Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.

#pridepass

Other facts

Tech stack
Customer Service,Communication Skills,Active Listening,Quality Control,Teamwork,Problem Solving,Attention To Detail,Adaptability,Mentoring,Process Improvement

About FIS Global

Unlocking financial technology. Bringing the world’s money into harmony.

At FIS, we advance the way the world pays, banks, and invests. With decades of expertise, we provide financial technology solutions to financial institutions, businesses, and developers. Headquartered in Jacksonville, Florida, we’re a proud member of the Fortune 500® and the Standard & Poor’s 500® Index. Let's innovate together.

Team size: 10,001+ employees
LinkedIn: Visit
Industry: IT Services and IT Consulting

What you'll do

  • The role involves verifying and inputting customer requests, performing quality control activities, and producing correspondence to customers. Additionally, it includes adhering to policies and identifying opportunities for process improvements.

Ready to join FIS Global?

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Frequently Asked Questions

What does a Financial Services Account Associate II do at FIS Global?

As a Financial Services Account Associate II at FIS Global, you will: the role involves verifying and inputting customer requests, performing quality control activities, and producing correspondence to customers. Additionally, it includes adhering to policies and identifying opportunities for process improvements..

Why join FIS Global as a Financial Services Account Associate II?

FIS Global is a leading IT Services and IT Consulting company.

Is the Financial Services Account Associate II position at FIS Global remote?

The Financial Services Account Associate II position at FIS Global is based in Pune City, Maharashtra, India. Contact the company through Clera for specific work arrangement details.

How do I apply for the Financial Services Account Associate II position at FIS Global?

You can apply for the Financial Services Account Associate II position at FIS Global directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about FIS Global on their website.