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Financial Services Account Associate II

About Team: -Voice process

The Transfer Agency is a division responsible for Transaction Operations, Processing and associated functions of mutul 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.

Job Eligibility

  • Excellent communication and interpersonal skills
  • Excellent knowledge of Customer Services; Global mindset (Desirable)
  • 1 to 2 Years of experience from international l calling process
  • 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.

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

Competencies:

• 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 fantastic range of benefits including medical, dental, vision, and Great workspaces with dedicated and motivated colleagues A broad range of professional education and personal development possibilities – FIS is your final career step! A variety of career development tools, resources and opportunities A work environment built on collaboration, flexibility, and respect 

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.

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Stephanie Ferris
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Average salary estimate

$40000 / YEARLY (est.)
min
max
$30000K
$50000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Financial Services Account Associate II, FIS

Join the dynamic team at FIS as a Financial Services Account Associate II in Pune! In this role, you'll be at the heart of the Transfer Agency, where you'll manage transaction operations and provide invaluable support to our globally recognized clients in the mutual fund industry. Your day-to-day will include verifying and inputting customer requests, performing quality control tasks, and producing clear correspondence. If you have excellent communication skills and possess a customer-centric attitude, especially someone with 1 to 2 years of experience in an international calling process, we want to hear from you! This position requires you to embrace the excitement of night shifts and the flexibility of temporary remote work, with plans to transition to an office setup when operations resume. At FIS, our employees enjoy a vibrant work culture that promotes collaboration and personal development, supported by a range of benefits including healthcare and career growth opportunities. Come be part of a team that values your talents and fosters a motivating atmosphere to excel in your career! Let's improve our processes together while maintaining the highest standards of customer service.

Frequently Asked Questions (FAQs) for Financial Services Account Associate II Role at FIS
What responsibilities does a Financial Services Account Associate II at FIS have?

As a Financial Services Account Associate II at FIS, you will be responsible for verifying and inputting customer requests accurately, handling quality control activities to meet standards, and providing excellent customer service through various communication channels. Additionally, you'll guide peers on simpler processes and identify opportunities for operational improvements.

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What qualifications do I need to apply for the Financial Services Account Associate II position at FIS?

To be considered for the Financial Services Account Associate II position at FIS, you should have excellent communication and interpersonal skills, experience in customer service—particularly with international calling, and a genuine willingness to work in night shifts. A global mindset is desirable but not mandatory, and a detail-oriented approach is essential.

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Does the Financial Services Account Associate II position at FIS offer remote work options?

Yes, the Financial Services Account Associate II position at FIS allows for temporary work from home arrangements, with flexibility to transition to an office environment once operations resume in-person. This provides a great opportunity for work-life balance while equipped to provide top-notch customer service.

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What does the team culture look like for a Financial Services Account Associate II at FIS?

The team culture for a Financial Services Account Associate II at FIS is built on collaboration, respect, and flexibility. You'll work alongside dedicated colleagues in a supportive environment, which fosters professional education and personal development toward creating a rewarding career path.

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What personal skills can help succeed as a Financial Services Account Associate II at FIS?

To succeed as a Financial Services Account Associate II at FIS, honing your customer service skills, active listening, adaptability to different customer personalities, and effective communication—both verbal and written—are crucial. Being a good team player and detail-oriented, with a high regard for deadlines, will also significantly contribute to your success in this role.

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Common Interview Questions for Financial Services Account Associate II
What experience do you have in customer service related to financial services?

When answering this question, provide concrete examples from your previous roles, particularly focusing on how you resolved customer issues or improved satisfaction in a financial setting, demonstrating your relevant experience in handling complex inquiries.

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How would you handle a difficult customer interaction?

To effectively answer this question, discuss a specific incident where you successfully diffused a tense situation by actively listening, maintaining professionalism, and finding a solution that addressed the customer's concerns, showcasing your problem-solving skills.

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Can you explain the importance of attention to detail in your work as a Financial Services Account Associate II?

When answering, emphasize how attention to detail ensures accuracy in entering customer requests and maintaining compliance with financial regulations, and share a scenario where detail-oriented work led to successful outcomes in your previous roles.

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What strategies do you employ to manage your time effectively in a fast-paced environment?

For this question, mention specific time management techniques you use, such as prioritizing tasks, setting deadlines for yourself, and using organizational tools, all of which help you remain productive and meet operational goals in a dynamic setting.

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How do you ensure you stay updated with changes in the financial services industry?

In your answer, discuss various avenues you pursue to keep informed, such as attending workshops, participating in online courses, and reading industry publications, demonstrating your commitment to professional growth and adaptability in the field.

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Describe how you would verify the accuracy of customer requests?

A comprehensive answer would include outlining your process for cross-referencing input data against company records, discussing systematic checks you might employ, and emphasizing the significance of double-checking information to maintain customer trust and satisfaction.

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What motivates you to work in a customer-facing role?

Reflect on your passion for helping others and the satisfaction you gain from providing excellent service. Share personal anecdotes about making a positive difference in customer experiences that ignite your motivation.

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How do you approach working collaboratively with team members from diverse backgrounds?

Emphasize your openness to different perspectives, the importance of clear communication, and any past successes in collaboration that highlight your ability to navigate intercultural dynamics and promote a cohesive team environment.

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What steps would you take if you were faced with conflicting deadlines?

Discuss your ability to assess priorities critically, communicate effectively with relevant stakeholders, and consider asking for help if needed. This showcases not only your organizational skills but also your ability to function under pressure.

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Why do you want to work for FIS as a Financial Services Account Associate II?

Your response should reflect your admiration for FIS’s commitment to customer service excellence, the comprehensive benefits they offer to employees, and how their values align with your career aspirations and work style. Use this opportunity to convey your enthusiasm for being part of their team.

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We lift economies and communities by advancing the way the world pays, banks, and invests FIS stays ahead of how the world is evolving to power businesses, across merchants, banking, and capital markets, to outpace today’s fast-changing competiti...

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Full-time, remote
DATE POSTED
April 13, 2025

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