Financial Services Account Associate II

2 days ago

Pune, Maharashtra, India FIS Full time US$ 40,000 - US$ 80,000 per year

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, calls & correspondence etc. The customer support may include but not limited to Accounts set up, Shareholder data maintenance, liquidation & overall record keeping.

What you will be doing:

  • Verifying and inputting customer requests to ensure information is correct and in good order and takes appropriate action.
  • Performing quality control activities to ensure quality standards are met.
  • Producing template email or written correspondence to customers, when appropriate
  • Adhering to all policies & procedure guidelines and divisional operational metrics/standards to achieve operational, productivity and quality
  • Adhering to all fund/company policies and regulatory controls/requirement
  • Identifying improvement opportunities to streamline business processes resulting in greater efficiencies, productivity and/or service
  • Guiding/mentoring peers on less complex processes
  • Excellent customer service skills that build high levels of customer satisfaction
  • Strong phone, verbal and written communication skills, along with active listening
  • Customer focus and adaptability to different personality types
  • Demonstrates effective people skills and sensitivities when dealing with others
  • Ability to work both independently and in a team environment

What you Bring:

  • Excellent communication and interpersonal skills
  • Excellent knowledge of Customer Services; Global mindset (Desirable)
  • Fresher or 1 to 2 Years of experience from international calling process
  • Shift timing – 7:30 PM to 4:30 AM and Hybrid model.

What we offer you:
A career at FIS is more than just a job. It's the change to shape the future of fintech.  At FIS, we offer you:

  • A voice in the future of fintech.
  • Always-on learning and development.
  • Collaborative work environment.
  • Opportunities to give back.
  • Competitive salary and benefits.

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 ₹ 9,00,000 - ₹ 12,00,000 per year

    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,...

  • Financial Services Account Associate II

    2 days ago

    Pune, Maharashtra, India FIS Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    GENERAL DUTIES & RESPONSIBILITIES Provides excellent customer service while serving as a telephonic concierge and primary point of contact to the financial institutions high-value customers.Addresses inquiries and performs account maintenance on deposits and money market accounts.Assists customers by initiating payment investigations, maintenance requests,...

  • Financial Services Account Associate II

    7 days ago

    Pune, Maharashtra, India FIS Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    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...

  • InP - Financial Services Account Associate II

    2 days ago

    Pune, Maharashtra, India FIS Full time ₹ 2,00,000 - ₹ 6,00,000 per year

    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...

  • Financial Services Account Associate II-14

    2 days ago

    Pune, Maharashtra, India FIS Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    Position Type :Full timeType Of Hire :Experienced (relevant combo of work and education)Education Desired :Bachelor's DegreeTravel Percentage :0%Job DescriptionAre 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...

  • InP - Financial Services Account Associate II

    2 days ago

    Pune, Maharashtra, India FIS Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Position Type :Full timeType Of Hire :Experienced (relevant combo of work and education)Education Desired :Bachelor of Commerce/BusinessTravel Percentage :0%Job DescriptionAre 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

    25 minutes ago

    Pune, Maharashtra, India FIS Full time ₹ 4,00,000 - ₹ 8,00,000 per year

    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...

  • Associate, (Supervisory), Fund/Client Accounting Representative II

    3 hours ago

    Pune, Maharashtra, India BNY External Career Site Full time

    Associate Fund/Client Accounting Representative IIAt BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and...

  • Financial Services Account Associate Senior

    4 days ago

    Pune, Maharashtra, India FIS Full time ₹ 2,50,000 - ₹ 7,50,000 per year

    Financial Services Account Associate Senior (Mutual Fund/Transfer agency)What you will be doing:The position will support the FIS TA Dealer Services team. Responsibilities include, but are not limited to the following:Provide telephone support for intermediary back offices and mutual fund clients.Process and quality control dealer and shareholder...

  • Associate, (Non Supervisory), Fund/Client Accounting Representative II

    2 weeks ago

    Pune, Maharashtra, India BNY Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Associate Fund/Client Accounting Representative IIAt BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough...