Financial Services Account Associate Specialist

Position Type
Full time

Type Of Hire
Experienced (relevant combo of work and education)

Education Desired
Bachelor's Degree

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 a service to clients via various channels like Transaction processing, Chat etc. Customer support may include but not limited to Accounts set up, Shareholder data maintenance, overall record keeping.

What You Will Be Doing
Acts as a resource to direct leader in support of day-to-day operational functions, performs work independently with minimal guidance following defined procedures to complete moderate to complex assignments that may differ in nature; exercises judgment using acquired skills and knowledge, and recommends and executes corrective action when operating in unique situations.

• 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

What You Bring

• 5 to 6 Year of experience from MF background
• Excellent knowledge of Customer Services; Global mindset (Desirable)
• Ready to work in night shifts (5 days in a week)

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.