Financial Services Account Associate II
3 days ago
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 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.
EDUCATION REQUIREMENTS
GENERAL KNOWLEDGE, SKILLS & ABILITIES
FIS JOB LEVEL DESCRIPTION
Developing support level role, typically requires general education (not a degree) or vocational/on the job training. Follows established procedures and receives detailed instruction on new work.
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
-
Associate, Client Service II
2 days ago
Pune, Maharashtra, India BNY External Career Site Full time ₹ 6,00,000 - ₹ 10,00,000 per yearAssociate, Client Service 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 technologies to...
-
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...
-
Associate, Middle Office II
2 weeks ago
Pune, Maharashtra, India BNY External Career Site Full time ₹ 9,00,000 - ₹ 12,00,000 per yearAssociate, Middle Office 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 technologies to...
-
Financial Services Account Associate II
1 week ago
Pune, Maharashtra, India FIS Full time ₹ 3,00,000 - ₹ 6,00,000 per yearAbout 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...
-
Associate, Payroll Administration II
2 weeks ago
Pune, Maharashtra, India BNY External Career Site Full time ₹ 8,00,000 - ₹ 12,00,000 per yearASSOCIATE II- APAC PAYROLLAt 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 technologies to...
-
Financial Services Account Associate Senior
1 week ago
Pune, Maharashtra, India FIS Full time ₹ 6,00,000 - ₹ 12,00,000 per yearAbout 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...
-
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 Financial Services Associate
7 days 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...
-
Associate, Financial Process Services
1 day 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...
-
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 by...