Financial Services Account Associate II Operations
Company Description
Company Name: FIS Global
Job Description
Position Type :
Full timeType Of Hire :
Experienced (relevant combo of work and education)Travel Percentage :
0%Financial Services Account Associate II Operations
Are you a diligent and motivated person? Do you enjoy learning and perfecting new skills? Would you like to work for a global company and interact with U.S. clients and international employees utilizing your English command? Join our team to gain knowledge through a series of trainings about mutual fund industry and develop your career in the dynamic and diverse environment.
About the team:
We are the Investor Services department responsible for providing Transfer Agency service to several asset management companies based in USA. On a daily basis we handle hundreds of requests of the shareholders, based on the received paperwork. We are making sure that those requests are processed in accordance with applicable procedures, accuracy and on time. To achieve our goals, we are closely cooperating with our branches located in the United States and India. The team we are looking for will be servicing our biggest asset client: Franklin Templeton.
What you will be doing:
- Working on multiple applications and technological solutions to complete your daily tasks.
- Processing account maintenance and financial transactions based on written instructions received from our customers.
- Following up on clients’ requests when needed via phone, letter and email.
- Taking part in team-based activities such as: team meetings, various group projects and initiatives.
- Providing feedback on the current workflows. Proposing innovations and participating in implementing those.
What you bring:
- To join our team, we do not require knowledge in financial area – as part of the New Hire onboarding, we provide full training conducted by our experienced Training Team.
- Ability to work in English speaking environment (required language level C1).
- Computer literacy and ability to interpret documents and procedures, according to specific timelines.
- Initiative and independence in solving problems. Drive to learn new things.
- Higher education or being in the last years of study with ability to work full-time.
- Start date on the position is set on 13th of January 2025.
By joining the team, you can count on:
- Working in the innovative and entrepreneurial environment of a growing international company.
- Option to work fully remotely, the company provides the necessary equipment (computer, monitors, accessories) or in the office based in the Poznan city center.
- Development opportunities by using the company's on-line training database and LinkedIn Learning.
- Participation in projects and training sessions focused on both soft skills (communication, presentation, conducting meetings) and technical skills (Excel, knowledge of capital markets, English).
- A unique working atmosphere (team integration meetings, friendly working environment, support of experienced employees).
- The opportunity to get involved in social projects and local initiatives.
- Language courses.
- Contract of employment with competitive salary and excellent benefits: private health insurance for employees and their family, group life insurance.
- Organization of work in accordance with the philosophy of work-life balance.
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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Are you ready to take your career to the next level? FIS Global is on the lookout for a dedicated Financial Services Account Associate II Operations to join our dynamic team in Poznań, Poland! In this full-time position, you'll dive into the fascinating world of the mutual fund industry and assist U.S. clients with their needs. As part of our Investor Services department, you’ll work closely with fellow team members and liaise with our branches in the U.S. and India. You don’t need to be a finance expert to start, as we provide comprehensive training to ensure you hit the ground running. Every day will offer new challenges as you process account maintenance and financial transactions while following up on clients’ requests through various communication channels. Your feedback will directly impact our workflows, and we encourage your input on innovative solutions. You'll fit perfectly into our team if you're proactive, have a strong command of English, and enjoy problem-solving! Plus, we prioritize your work-life balance, offering remote work options and opportunities for personal and professional development. With a competitive salary and excellent benefits, including private health insurance and language courses, joining FIS Global is not just a job; it’s a career journey. Are you ready for the challenge? Apply now and become part of a supportive and inclusive environment where your growth is our priority!
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