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Financial Services Account Associate II - job 1 of 2

Company Description

Jobs for Humanity is collaborating with FIS Global to build an inclusive and just employment ecosystem. We support individuals coming from all walks of life.

Company Name: FIS Global

Job Description

Position Type :

Full time

Type Of Hire :

Experienced (relevant combo of work and education)

Education Desired :

Bachelor of Commerce/Business

Travel Percentage :

0%

Financial Services Account Associate 2 (Transfer agency)

About Team: Call back or Voice process

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.

Job Eligibility

  • Excellent communication and interpersonal skills
  • 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.

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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What You Should Know About Financial Services Account Associate II, Jobs for Humanity

If you're a proactive and detail-oriented professional looking to make your mark, FIS Global has an exciting opportunity for you as a Financial Services Account Associate II in Hyderabad, India. In this role, you'll play a vital part in our Transfer Agency division, responsible for transaction operations and processing for various clients' mutual funds. You'll engage directly with clients, ensuring that all customer requests are accurately verified and inputted, while adhering to high standards of quality control and operational metrics. Your excellent communication and interpersonal skills will help you build strong relationships with customers, addressing their inquiries and guiding them through processes with ease. At FIS, we believe in fostering an inclusive culture where every team member's contribution is valued. While this position may start with temporary work-from-home arrangements, you should be prepared for a collaborative office environment as operations return to the workplace. Working five nights a week, you’ll have the chance to sharpen your customer service skills in a dynamic and fast-paced setting. Join us at FIS Global, where you can expect a fantastic array of benefits, professional growth opportunities, and a supportive work atmosphere focused on collaboration and respect. We look forward to welcoming you to our hardworking team dedicated to excellent client service!

Frequently Asked Questions (FAQs) for Financial Services Account Associate II Role at Jobs for Humanity
What are the responsibilities of a Financial Services Account Associate II at FIS Global?

As a Financial Services Account Associate II at FIS Global, you will be responsible for verifying and inputting customer requests, performing quality control activities, producing correspondence to customers, and adhering to company policies and regulatory requirements. You'll also focus on improving processes for better efficiency and mentor peers on simpler tasks, ensuring high levels of customer satisfaction.

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What qualifications are needed for the Financial Services Account Associate II position at FIS Global?

To qualify for the Financial Services Account Associate II role at FIS Global, candidates should possess a Bachelor's degree in Commerce or Business and excellent communication and customer service skills. A global mindset and readiness to work in night shifts are desirable attributes for this position.

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What kind of work environment can I expect as a Financial Services Account Associate II at FIS Global?

As a Financial Services Account Associate II at FIS Global, you will initially work from home, transitioning to a collaborative office environment when operations allow. The team values flexibility, collaboration, and respect, ensuring a positive work atmosphere that promotes growth and communication.

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Is prior experience required for the Financial Services Account Associate II role at FIS Global?

While previous experience in customer service or a related field is beneficial for the Financial Services Account Associate II role at FIS Global, relevant combinations of education and work experience are also accepted. The company values a willingness to learn and grow within the position.

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What benefits does FIS Global offer for Financial Services Account Associate II positions?

FIS Global offers a fantastic range of benefits for Financial Services Account Associate II positions, including medical, dental, and vision coverage, along with numerous professional development opportunities. Employees can enjoy a dynamic work environment and access to career development tools, ensuring you have support throughout your time with us.

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Common Interview Questions for Financial Services Account Associate II
How do you manage customer inquiries in the role of Financial Services Account Associate II?

In the role of Financial Services Account Associate II, managing customer inquiries effectively involves active listening and clear communication. It's important to understand the customer's needs fully and provide timely responses. Being knowledgeable about the company's processes allows for efficient issue resolution.

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What steps do you take to ensure accuracy when verifying customer requests?

To ensure accuracy when verifying customer requests, I double-check all information against existing records, use a systematic approach to data entry, and remain detail-oriented throughout the process. I also make sure to follow company protocols to minimize errors and maintain compliance.

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Can you describe a time you identified an opportunity to improve a process?

Certainly! In my previous role, I realized that our method of tracking customer requests was inefficient. I proposed a digital tracking system, which streamlined communication and improved response times, ultimately enhancing customer satisfaction.

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How do you handle difficult customers while maintaining high customer service standards?

Handling difficult customers requires patience and empathy. I aim to listen carefully, acknowledge their feelings, and work collaboratively to find a resolution. Keeping a calm demeanor and focusing on the positive outcome is critical in maintaining high service standards.

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What makes you a good fit for the Financial Services Account Associate II position at FIS Global?

I believe I'm a good fit for the Financial Services Account Associate II position at FIS Global because of my strong background in customer service, attention to detail, and proven ability to adapt in fast-paced environments. I am passionate about providing excellent client support and am eager to contribute to your team.

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How do you prioritize your tasks in a busy environment like the one at FIS Global?

I prioritize tasks by assessing urgency and importance, making use of lists or digital task management systems. This helps me stay organized and ensure that essential tasks are completed on time while also allowing room for flexibility if unexpected issues arise.

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How would you ensure compliance with company policies and regulatory issues?

To ensure compliance with company policies and regulatory issues, I regularly review training materials and stay updated on any changes. I make it a point to refer to policy documentation during daily operations to keep compliance at the forefront of my work.

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What techniques do you employ to enhance your communication skills?

I enhance my communication skills through active listening, seeking feedback, and engaging in training sessions. Practicing scenarios with colleagues also helps me articulate messages clearly, whether verbally or in writing.

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What experience do you have working in team environments?

I have extensive experience working in team environments, where collaboration is key. I enjoy sharing ideas, supporting team members, and building a rapport that fosters a positive atmosphere, all of which align with FIS Global's values.

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How do you handle meeting tight deadlines, especially in a role like Financial Services Account Associate II?

To handle tight deadlines effectively, I focus on time management and prioritize tasks. I break down larger projects into manageable steps and communicate proactively with my team to ensure we stay on track and meet our goals without compromising quality.

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Full-time, hybrid
DATE POSTED
December 5, 2024

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