Financial Services Account Associate II
1 week ago
About Team : -Voice process
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
- 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
- Excellent communication and interpersonal skills
- Excellent knowledge of Customer Services; Global mindset (Desirable)
- 1 to 2 Years of experience from international calling process
- 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
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