Financial Services Account Associate II

2 days ago

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

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, 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 institutions 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 callers 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.

What you bring

  • Excellent communication and interpersonal skills
  • Experience of working with global/other teams
  • Detail oriented and regard for timeliness
  • High regard for deadlines and deliverables
  • Excellent communication and interpersonal skills
  • Excellent knowledge of Customer Services; Global mindset (Desirable)
  • Ready to work in night shifts (5 days in a week)
  • Temporary work from home. Flexible to work in office environment post operations begin in office.

What we offer you:

  • A multifaceted job with a high degree of responsibility and a broad spectrum of opportunities
  • A broad range of professional education and personal development possibilities FIS is your final career step
  • A competitive salary and benefits
  • A variety of career development tools, resources and opportunities

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