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Financial Services Account Associate Ii
3 weeks ago
Company Description
Jobs for Humanity is dedicated to building an inclusive and just employment ecosystem. Therefore, we have dedicated this job posting to individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf of Hard of Hearing Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. If you identify with any of the following communities do not hesitate to register.
Company Name: FIS Global
**Job Description**:
**Position Type**:
Full time
**Type Of Hire**:
Experienced (relevant combo of work and education)
**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 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 team**
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, Calls, Chat etc. The customer support may include but not limited to Accounts set up, Shareholder data maintenance, overall record keeping.
**What you will be doing**
- Provide a positive customer experience for all clients through transaction processing, mutual fund compliance, recordkeeping, and shareholder reporting activities. Helps to protect the best interests of the funds, shareholders and FTI by providing support to transfer agent strategies and system enhancements, adhering to policies and procedures and workflow processes.
- Addresses inquiries and performs account maintenance on deposits and money market accounts.
- Works with various internal clients and various departments to resolve outstanding issues, comply with customer requests, and respond to client inquiries.
- Ensure service expectations are met and establishes rapport with each caller to set positive expectations for account maintenance queries and other servicing needs.
**What you bring**
We are looking for motivated individuals who enjoy developing new skills and expertise, helping others, and improving workflows and tools they use.
Other requirements include:
- Very good command over German language (reading & comprehension) skill
- 0-2 years’ experience in financial services will be a plus
- Good communication skills, persistence and tact
- Ability to work with a team within a global/international environment
- Computer literate with experience working in a Windows environment
- Strong analytical skills with a keen eye for details
- Team player with good interpersonal skills
- Ability to prioritize workload and meet deadlines
- Handle internal customers’ inquiries, ability to make decision and work independently
**What we offer you**
- A fantastic range of benefits including medical, dental, vision, and paid vacation.
- Great work spaces 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.
- Participation in projects and training sessions focused on both soft skills (communication, presentation, conducting meetings) and technical skills (Excel, knowledge of capital markets, English language).
- Opportunity to get involved in social projects and local initiatives.
**Privacy Statement**
FIS 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 Model**
Recruitment 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.
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