Financial Services Account Associate Ii
1 week ago
**Position Type**:
Full time
**Type Of Hire**:
Experienced (relevant combo of work and education)
**Education Desired**:
Bachelor of Commerce/Business
**Travel Percentage**:
0%GENERAL DUTIES & RESPONSIBILITIES- Provides 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. Successfully sells, markets, and shares information with new and existing customers to educate them about financial offerings. Provides referrals to the managing director or relationship manager for new and additional services. Participates in client loyalty process, providing information and encouraging clients to respond timely to surveys. Participates in follow-up discussions to develop action plans to address concerns. May participate in business reviews to learn about clients’ strategic direction as well as gain a good understanding of the products and services offerings. Other related duties assigned as needed.EDUCATION REQUIREMENTSGENERAL KNOWLEDGE, SKILLS & ABILITIESFIS JOB LEVEL DESCRIPTIONDeveloping support level role, typically requires general education (not a degree) or vocational/on the job training. Follows established procedures and receives detailed instruction on new work.
**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.
pridepass
-
Financial Services Account Associate II
2 days ago
Pune, Maharashtra, India FIS Full time ₹ 40,00,000 - ₹ 1,20,00,000 per yearAbout 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, Chat etc. The customer support may include but not limited to Accounts set up, Shareholder data maintenance,...
-
Financial Services Account Associate II
3 days ago
pune, India FIS Capital Markets Full timeAbout 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, Chat etc. The customer support may include but not limited to Accounts set up, Shareholder data maintenance, overall...
-
Financial Services Account Associate II
1 week ago
Pune, Maharashtra, India FIS Global Full time ₹ 2,50,000 - ₹ 7,50,000 per yearPosition Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor of Commerce/Business Travel Percentage : 0%About 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...
-
Financial Services Account Associate Ii
1 week 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...
-
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 (Transfer agency)** **About Team**: The Transfer Agency is a division responsible for Transaction Operations, Processing and associated...
-
InP - Financial Services Account Associate II
2 weeks ago
pune, India FIS Full timeJob Description About 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, Chat etc. The customer support may include but not limited to Accounts set up, Shareholder data...
-
Financial Services Account Associate Ii
3 days ago
Pune, 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% Blended process &Night shifts GENERAL DUTIES & RESPONSIBILITIES - Provides excellent customer service while serving as a telephonic concierge and primary point of contact to the financial...
-
Accounting Associate
3 days ago
Pune, India Cummins Inc. Full timeDESCRIPTION The Accounting Associate Level II supports core accounting functions including account reconciliation, journal entry preparation, data validation, and month-end close activities. The role performs accounting tasks with moderate supervision, provides operational support to stakeholders, and assists with audit and costing requirements. Key...
-
Associate, CFO Office Services
2 weeks ago
Bengaluru, Gurugram, Pune, India Tresvista Financial Services Full time ₹ 15,00,000 - ₹ 25,00,000 per yearAbout the Department:CFO Office Services is one of the vital service lines offered by TresVista to its clients, providing fund administration, management company accounting, corporate accounting including FP&A, Treasury and other allied activities performed which assists the CFOs office at the clients end. The delivery team comprises highly skilled...
-
Financial Services Account Associate II
6 days ago
Pune/Pimpri-Chinchwad Area, India FIS Full time ₹ 6,00,000 - ₹ 12,00,000 per yearPosition TypeFull timeType Of HireExperienced (relevant combo of work and education)Education DesiredBachelor of Commerce/BusinessTravel Percentage0%About 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...
