Financial Services Account Specialist II
4 days ago
Job Overview
The Financial Services Account Associate II role at FIS is an exciting opportunity for individuals with a finance background to join our team. As a key member of our Transfer Agency division, you will be responsible for Transaction Operations, Processing, and associated functions for mutual funds. Your excellent communication and interpersonal skills will enable you to provide top-notch customer service, including accounts setup, shareholder data maintenance, and record keeping.
Key Responsibilities
- Verify and input customer requests to ensure information accuracy and take necessary actions.
- Perform quality control activities to meet quality standards.
- Produce template emails or written correspondence to customers when appropriate.
- Adhere to all policies and procedure guidelines, divisional operational metrics, and standards to achieve operational, productivity, and quality goals.
Requirements
- 1-2 years of work experience from a finance background.
- Finance or commerce graduate.
- Excellent knowledge of Customer Services and a global mindset (desirable).
- Ready to work in night shifts (5 days a week) and temporary work from home.
What We Offer
- 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.
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