Financial Services Account Associate II
Company Description
Company Name: FIS Global
Job Description
Position Type :
Full timeType Of Hire :
Experienced (relevant combo of work and education)Education Desired :
Bachelor of Commerce/BusinessTravel Percentage :
0%Shifts: Night
Location: Pune /Hyd
Designation: Financial Services Account Associate II(Transfer agency)
Job Eligibility
- Excellent communication and interpersonal skills
- looking for only who are currently working
- Finance or commerce graduate with 1to 3 -year working experience (desirable exp with Transfer Agency/Mutual Fund)
- 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.
- Must be living within FIS’ hiring boundaries(Pune)
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.
What you will be doing
Provides excellent customer service while serving as a telephonic concierge and primary point of contact to the financial institution’s 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 caller’s 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 we offer you
A fantastic range of benefits including medical, dental, vision, and paid vacation 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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Average salary estimate
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If you're looking to take your career to new heights, consider the Financial Services Account Associate II position at FIS Global in vibrant Hyderabad! This full-time role is perfect for individuals with a background in finance or business who have 1 to 3 years of experience, ideally with Transfer Agency or Mutual Fund knowledge. As a vital part of FIS Global's Transfer Agency team, you’ll be the friendly voice on the other end of the line, providing exceptional customer service to high-value clients. Your skill in communication and customer support will shine as you assist customers with their inquiries and account maintenance, helping to solve problems and ensuring a seamless banking experience. With a global mindset and a commitment to service, you’ll work closely with various departments and clients to resolve issues and foster strong relationships. Do you thrive in a flexible work environment? With temporary work-from-home options and night shifts, this role is perfect for those seeking work-life balance. FIS Global not only offers you a place to grow professionally, but you can also expect a fantastic range of benefits. If you’re ready to make an impact and advance your career in financial services, FIS Global is excited to meet you!
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