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Financial Services Account Associate II -Voice process
0-3 years
Pune
1 vacancy
Financial Services Account Associate II -Voice process
Field Industrial Supplies
posted 12hr ago
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Job Description
Job Description
Financial Services Account Associate 2 -Voice (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
- This position is for those who are currently working.
- 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.
Employment Type: Full Time, Permanent
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