Financial Services Account Associate II

Job Title: Financial Services Account Associate IIAbout the Role:We are seeking a highly skilled and detail-oriented Financial Services Account Associate II to join our team. As a key member of our Transfer Agency division, you will be responsible for verifying and inputting customer requests, performing quality control activities, and producing template...

Job OverviewThe 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...

Job Title: Senior Financial Services Account AssociateJob Summary:We are seeking a highly skilled Senior Financial Services Account Associate to join our team. As a Senior Financial Services Account Associate, you will be responsible for providing exceptional customer service to our financial institution's high-value customers.Key Responsibilities:Provides...

Job DescriptionThe Senior Account Associate in Financial Services is responsible for providing exceptional customer service to high-value customers of financial institutions.Key Responsibilities:Address customer inquiries and perform account maintenance on deposits and money market accounts.Assist customers by initiating payment investigations, maintenance...

Take your career to the next level as a Senior Financial Services Account Associate at FIS.About the Role:We are seeking an experienced professional to provide exceptional customer service and support to our financial institution's high-value customers. As a Senior Financial Services Account Associate, you will be responsible for addressing inquiries,...

About the RoleThe Financial Services Account Associate Senior will provide excellent customer service to financial institution customers, addressing inquiries and performing account maintenance on deposits and money market accounts.Responsibilities• Provide customer service and support to financial institution customers via phone and other channels•...

About the role:We are seeking a skilled and customer-focused Financial Services Account Associate to join our team at FIS. As a valued member of our call center, this individual will play a critical role in delivering a positive customer experience in a metric-driven environment.The successful candidate will be responsible for handling customer inquiries,...

Job SummaryAs a Financial Services Associate at FIS, you will provide exceptional customer service to high-value customers, addressing their inquiries and performing account maintenance with precision and care.Main ResponsibilitiesProvide telephonic concierge services to high-value customers.Address customer inquiries and perform account maintenance on...

About the RoleWe are seeking a highly skilled and motivated Account Associate Specialist to join our Financial Services team. As a key member of our team, you will be responsible for providing exceptional customer service to our high-value customers, addressing inquiries, and performing account maintenance on deposits and money market accounts.Key...

Job OverviewIn this role, you will provide exceptional customer service while serving as a telephonic concierge and primary point of contact to the financial institution's high-value customers.About the TeamThe Transfer Agency is a division responsible for transaction operations, processing, and associated functions of mutual funds for various clients. At...

Job SummaryWe are seeking a Senior Financial Services Account Associate to join our team at FIS. In this role, you will provide excellent customer service while serving as a telephonic concierge and primary point of contact to the financial institution's high-value customers.Key ResponsibilitiesAddresses inquiries and performs account maintenance on deposits...

About the RoleThe Financial Services Account Associate Senior will provide exceptional customer service to high-value clients, addressing inquiries and performing account maintenance on deposits and money market accounts.Key ResponsibilitiesProvide telephonic concierge services and serve as the primary point of contact for high-value customers.Address...

Job OverviewFIS is seeking an experienced Financial Services Associate to join our team. In this role, you will provide exceptional customer service, address inquiries, and perform account maintenance on deposits and money market accounts.Key ResponsibilitiesProvides excellent customer service while serving as a telephonic concierge and primary point of...

About the RoleWe are seeking an experienced and skilled Senior Financial Services Associate to join our dynamic and fast-growing CA firm. As a key member of our team, you will play a crucial role in delivering high-quality financial services to our clients across various industries.Key ResponsibilitiesSupervise and review the work of junior associates to...

About Zeta Services Inc.Zeta Services Inc. is a leading provider of next-generation banking technology solutions. Our mission is to empower banks and fintechs to launch innovative banking products that meet the evolving needs of their customers. We are seeking an experienced Associate Product Manager II to join our team. In this role, you will be responsible...

Job SummaryWe are seeking a highly skilled Financial Analyst II, RTR to join our team. The successful candidate will be responsible for providing business unit general accounting and internal control support, completion of the close, and ensuring that the general ledger account balances and trial balance are accurate and reflect the proper amounts in...

We are seeking a highly skilled Financial Services Specialist to join LMV Financial Services Pvt Ltd.The ideal candidate will have prior experience in the financial services industry, including insurance, mutual funds, and investment services.Key responsibilities will include:Providing expert advice on investment strategies and wealth creationManaging client...

We are seeking an experienced Financial Services Manager to join our team at LMV Financial Services Pvt Ltd.The ideal candidate will have prior work experience in financial services, including insurance, mutual funds, and investment services.Key responsibilities will include:Providing expert advice on financial products and servicesManaging client...

We are seeking a highly skilled Financial Analyst to join LMV Financial Services Pvt Ltd. As a key member of our team, you will be responsible for managing financial transactions, preparing financial reports, and ensuring compliance with tax laws and regulations.Key Responsibilities:- Preparing and reviewing financial statements, including balance sheets and...

Job SummaryWe are seeking a highly skilled Financial Analyst II, RTR to join our team at OppenheimerFunds Distributor, Inc. This role will provide business unit general accounting and internal control support, ensuring the accuracy and integrity of our financial data.Key ResponsibilitiesPrepare and record journal entries in the General Ledger in a timely and...