Financial Services Account Associate Senior
1 week ago
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 maintenance, overall record keeping.
What you will be doing:
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 do you bring-
- Excellent communication and interpersonal skills
- Excellent knowledge of Customer Services; Global mindset (Desirable)
- 3yrs – 4yrs International call center experience is good to have
- A good team player
- Experience of working with global/other teams
- Detail oriented and regard for timeliness
- High regard for deadlines and deliverables
- Owning the work assigned to ensure it completeness without compromising timeliness or accuracy.
What we offer you
A fantastic range of benefits including medical, dental, vision, and Great workspaces 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
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
-
Senior Financial Services Associate
1 week ago
Pune, Maharashtra, India beBeeCustomerService Full timeJob Description:We are seeking an experienced professional to serve as a telephonic concierge and primary point of contact for high-value customers. As a key member of our team, you will be responsible for delivering exceptional customer service by handling account inquiries, initiating payment investigations, fee reversals, and processing...
-
Senior Lead Analyst
3 weeks ago
Pune, Maharashtra, India Principal Global Services Full timeResponsibilities Senior Lead Analyst - Risk will be responsible for identifying assessing monitoring and mitigating the front-line operational risks that may arise from the business activities processes systems and external events of the organization The Associate Manager Accounting Risk works closely with the BU and SCBU Finance organization in the...
-
Financial Services Account Associate II
4 days ago
Pune, Maharashtra, India FIS Full time ₹ 4,00,000 - ₹ 8,00,000 per yearGENERAL 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...
-
Senior Accountant
3 days ago
Pune, Maharashtra, India Baheti Exports Full time ₹ 8,00,000 - ₹ 12,00,000 per yearPosition: Senior AccountantWe are seeking a Senior Accountant to join our equity investment company. The ideal candidate will be a diligent and experienced professional responsible for managing the full spectrum of accounting functions.Key Responsibilities: Bookkeeping and Accounting: Maintain accurate and up-to-date books of accounts using Tally and Excel. ...
-
Senior Accountant
4 days ago
Pune, Maharashtra, India Davies Full time ₹ 9,00,000 - ₹ 12,00,000 per yearSenior AccountantDepartment: Corporate FinanceEmployment Type: Permanent - Full TimeLocation: PuneDescription Reporting to the Senior Finance Manager, the Senior Accountant will be responsible for overseeing general accounting operations by controlling and verifying our financial transactions and end-to-end financial reporting, including the recording of GL...
-
Associate Financial Analyst
4 days ago
Pune, Maharashtra, India Maersk Full timeWelcome to the AP Moller Maersk AP Moller Maersk is a 81 5 billion global shipping logistics leader Maersk is a Danish business conglomerate founded in 1904 with activities in the transport and logistics and energy sectors Maersk has been the largest container ship and supply vessel operator in the world since 1996 The company is based in Copenhagen ...
-
Senior Lead Analyst
4 weeks ago
Pune, Maharashtra, India Principal Financial Full timeResponsibilities Senior Lead Analyst FP A Financial Planning Analysis will be part of PGS Finance - Financial Planning Analysis Team RIS WSRS In this role youll support the management reporting and financial analysis for financial and business leaders support product reporting including management of large data sets provide advanced variance...
-
Associate, Financial Process Services
2 days ago
Pune, Maharashtra, India TresVista Full timeAbout the Department: Financial Process Services (FPS) is a vertical of TresVista that works with major clients in the spectrum of the financial services industry. FPS caters to their needs related to accounting & financial data extraction and spreading and enables holistic view based on summarized data & information which is consumed at various levels and...
-
Financial Accounting Director
5 days ago
Pune, Maharashtra, India beBeeAccounting Full time ₹ 15,00,000 - ₹ 1,99,99,999Job Title: Senior ManagerThis is a senior management role within the accounting department.Oversight of financial accounting functions, including periodic financial reports, accounting records, controls and budgets.Responsibilities include timely recording of financial transactions, preparation of monthly and quarterly financial statements, and...
-
Financial Services Account Associate II
3 days ago
Pune, Maharashtra, India FIS Full time ₹ 5,00,000 - ₹ 10,00,000 per yearJob 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...