Mutual fund transfer agent
4 days ago
Job Description
Are you curious, motivated, and forward-thinking? At FIS, youll 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:
- 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:
- 1 to 3 Years of experience from transfer agency process
- Shift time 8:30 PM to 6:30 AM
- Ready to work in night shifts (5 days in a week)
- Hybrid model 3 days in a week.
- Excellent communication and interpersonal skills
- Excellent knowledge of Customer Services; Global mindset (Desirable)
What we offer you:
A career at FIS is more than just a job. Its 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.
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