Voice process-Financial Services Account Associate II

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. Customer support may include but is not limited to Accounts setup, Shareholder data maintenance, ​and 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 the 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 emails 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/requirements
• 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