Financial Services Account Associate Ii

3 days ago

Aundh Pune Maharashtra, India Fidelity National Information Services Full time

**Position Type**: Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor of Commerce/Business Travel Percentage : 0%Job Description Are you curious, motivated, and forward-thinking? At FIS, you’ll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology. Our talented people empower us, and we believe in being part of a team that is open, collaborative, entrepreneurial, passionate and above all fun.About the teamThe 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.What you will be doingProvides excellent customer service while serving as a telephonic concierge and primary point of contact to the financial institution’s high-value customers.Addresses inquiries and performs account maintenance on deposits and money market accounts.Assists customers by initiating payment investigations, maintenance requests, fulfillment requests, and fee reversals.Works with various internal and external clients and various departments to resolve outstanding issues, comply with customer requests, and respond to client inquiries.Follows up as required to close service tickets and inquiries that were escalated or referred to a different business function.Interfaces with clients to determine present and future needs and discusses progress toward solutions.Ensures service expectations are met and establishes rapport with each caller to set positive expectations for account maintenance queries and other servicing needs.Completes banking transactions and identifies opportunities to market bank products to best meet each caller’s personal needs.Maintains a comprehensive knowledge of applicable products and services and keeps informed about new products and services and changes to existing products and services.What you bring1 to 3 years of experience in Finance and Mutual fundExcellent communication and interpersonal skillsExperience of working with global/other teamsExcellent knowledge of Customer Services; Global mindset (Desirable)Ready to work in night shifts (5 days in a week)Ready for rotational shiftWhat we offer you: A multifaceted job with a high degree of responsibility and a broad spectrum of opportunitiesA broad range of professional education and personal development possibilities - FIS is your final career stepA competitive salary and benefitsA variety of career development tools, resources and opportunitiesPrivacy StatementFIS 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 ModelRecruitment 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.#pridepass

  • Associate, Accounting Ii

    1 week ago

    Pune, Maharashtra, India The Bank of New York Mellon Corporation Full time

    **ASSOCIATE II, ACCOUNTING** At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with...

  • Accounts Associate

    2 weeks ago

    Pune, India Rahul Dang & Associate Full time

    Employer: Rahul Dang & Associates. (CA Firm), Baner, Pune. We are fastest growing organization working in Direct & Indirect Taxation, Audit & Assurance Services, Business Advisory, Corporate Services, Financial Planning Services etc. Office Location: Office No. 402, Snehraj, Near Radha Hotel, Radha Chowk, Baner, Pune-411045 Jd for Accounts associate for...

  • Accounting Associate

    1 week ago

    Pune, Maharashtra, India Cummins Inc. Full time

    **DESCRIPTION** **Job Summary** **ON SITE ROLE** The Accounting Associate - Level II supports accounting processes including account reconciliation, journal entry preparation, data entry, and analysis. The role contributes to the month-end close process and assists in preparing financial reports and exhibits. Work is performed under moderate supervision...

  • Client Service Associate

    1 week ago

    Mumbai, Maharashtra, India Ufirst Financial Services LLP Full time

    We are looking for a Wealth & Client service associate who would be responsible for offering financial advice and services that will assist clients in their financial endeavors. The responsibilities of the associate include relationship management, helping clients with executing documentation, providing regular service update and advising on financial...

  • Financial Services Account Associate Ii

    17 hours ago

    Pune, Maharashtra, India FIS Global Full time

    **Position Type**: Full time **Type Of Hire**: Experienced (relevant combo of work and education) **Education Desired**: Bachelor's Degree **Travel Percentage**: 0% Financial Services Account Associate 2 (Transfer agency)** **About Team**: The Transfer Agency is a division responsible for Transaction Operations, Processing and associated functions of mutual...

  • Associate, Client Service Ii

    7 days ago

    Pune, Maharashtra, India The Bank of New York Mellon Corporation Full time

    **Associate, Client Service II** At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions...

  • Financial Services Account Associate Ii-14

    18 hours ago

    Pune, Maharashtra, India FIS Global Full time

    **Position Type**: Full time **Type Of Hire**: Experienced (relevant combo of work and education) **Education Desired**: Bachelor's Degree **Travel Percentage**: 0% Are you curious, motivated, and forward-thinking? At FIS, you’ll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology. Our...

  • Financial Services Account Associate Ii-13

    2 weeks ago

    Pune, Maharashtra, India FIS Global Full time

    **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-Voice (Transfer Agency)** **About Team**: The Transfer Agency is a division responsible for Transaction Operations, Processing and associated...

  • Inp - Financial Services Account Associate Ii

    17 hours ago

    Pune, Maharashtra, India FIS Global Full time

    **Position Type**: Full time **Type Of Hire**: Experienced (relevant combo of work and education) **Education Desired**: Bachelor of Commerce/Business **Travel Percentage**: 0% **Job Description: Financial Services Account Associate 2 (Transfer agency)** **About Team**: The Transfer Agency is a division responsible for Transaction Operations, Processing and...

  • Financial Services Account Associate Ii

    3 days ago

    Pune, Maharashtra, India FIS Global Full time

    **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 -Voice (Transfer agency)** **About Team**: Call back or Voice process The Transfer Agency is a division responsible for Transaction...