InP - Financial Services Account Associate Senior

2 months ago

Hyderabad, India Jobs for Humanity Full time
Job Description

Position Type :

Full time

Type Of Hire :

Experienced (relevant combo of work and education)

Education Desired :

Bachelor's Degree

Travel Percentage :

0%

Financial Services Account Associate 2 (Transfer agency)

About Team: semi voice p

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.Competencies:

• 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


Array

  • Senior Financial Services Account Associate

    4 weeks ago

    Hyderabad, Telangana, India FIS Full time

    Take your career to the next level as a Senior Financial Services Account Associate at FIS.About the Role:We are seeking an experienced professional to provide exceptional customer service and support to our financial institution's high-value customers. As a Senior Financial Services Account Associate, you will be responsible for addressing inquiries,...

  • Inp - Financial Services Account Associate Ii

    6 months ago

    Hyderabad, India Jobs for Humanity Full time

    Company Description Jobs for Humanity is dedicated to building an inclusive and just employment ecosystem. Therefore, we have dedicated this job posting to individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or hard of hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ,...

  • Inp - Financial Services Account Associate I

    6 months ago

    Hyderabad, India FIS Global Full time

    **Position Type**: Full time **Type Of Hire**: Experienced (relevant combo of work and education) **Education Desired**: Bachelor of Commerce/Business **Travel Percentage**: 0% GENERAL DUTIES & RESPONSIBILITIES - Provides excellent customer service while serving as a telephonic concierge and primary point of contact to the financial institution’s...

  • Inp - Financial Services Account Associate Ii

    6 months ago

    Hyderabad, India FIS Global Full time

    **Position Type**: Full time **Type Of Hire**: Experienced (relevant combo of work and education) **Education Desired**: Bachelor's Degree **Travel Percentage**: 0% 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...

  • Inp - Financial Services Account Associate Ii

    6 months ago

    Hyderabad, India FIS Global Full time

    **Position Type**: Full time **Type Of Hire**: Experienced (relevant combo of work and education) **Education Desired**: Bachelor's Degree **Travel Percentage**: 0% 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...

  • InP - Financial Services Account Associate II

    6 months ago

    Hyderabad, India FIS Full time

    Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor's Degree Travel Percentage : 0% 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...

  • Inp - Financial Services Account Associate Ii

    2 months ago

    Hyderabad, Telangana, India FIS Global Full time

    **Position Type**: Full time **Type Of Hire**: Experienced (relevant combo of work and education) **Travel Percentage**: 0% 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...

  • Financial Services Account Associate Senior

    4 weeks ago

    Hyderabad, India Jobs for Humanity Full time

    Job Description Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor of Commerce/Business Travel Percentage : 0%About Team:Financial Services Account Associate Senior- Beneficiary DistributionThe Transfer Agency is a division responsible for Transaction Operations, Processing and associated...

  • Financial Services Account Associate Senior

    2 weeks ago

    Hyderabad, India Jobs for Humanity Full time

    Job Description Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor's Degree Travel Percentage : 0%About Team:Financial Services Account Associate Senior- eConThe Transfer Agency is a division responsible for Transaction Operations, Processing and associated functions of mutual funds for...

  • Financial Services Account Associate Senior

    3 months ago

    Hyderabad, India FIS Full time

    Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Travel Percentage : 0% We are FIS. Our technology powers the world’s economy and our teams bring innovation to life. We champion diversity to deliver the best products and solutions for our colleagues, clients, and communities. If you’re ready to...

  • Financial Services Account Associate Senior

    2 months ago

    Hyderabad, India Jobs for Humanity Full time

    Job Description Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor of Commerce/Business Travel Percentage : 0%Financial Services Account Associate 2 (Transfer agency) About Team:The Transfer Agency is a division responsible for Transaction Operations, Processing and associated functions of...

  • Inp - Financial Services Account Associate Ii

    4 months ago

    Hyderabad, Telangana, India FIS Global Full time

    **Position Type**: Full time **Type Of Hire**: Experienced (relevant combo of work and education) **Education Desired**: Bachelor's Degree **Travel Percentage**: 0% **Job Description**: **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...

  • Senior Account Associate

    2 weeks ago

    Hyderabad, Telangana, India Jobs for Humanity Full time

    Job OverviewIn this role, you will provide exceptional customer service while serving as a telephonic concierge and primary point of contact to the financial institution's high-value customers.About the TeamThe Transfer Agency is a division responsible for transaction operations, processing, and associated functions of mutual funds for various clients. At...

  • Financial Services Account Associate Specialist

    3 months ago

    Hyderabad, India Jobs for Humanity Full time

    Job Description Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Travel Percentage : 0%We are FIS. Our technology powers the world’s economy and our teams bring innovation to life. We champion diversity to deliver the best products and solutions for our colleagues, clients, and communities. If you’re ready to...

  • Financial Services Account Associate Specialist

    3 months ago

    Hyderabad, India FIS Full time

    Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Travel Percentage : 0% We are FIS. Our technology powers the world’s economy and our teams bring innovation to life. We champion diversity to deliver the best products and solutions for our colleagues, clients, and communities. If you’re ready to...

  • Senior Financial Services Account Specialist

    2 weeks ago

    Hyderabad, Telangana, India FIS Full time

    Job Title: Senior Financial Services Account Specialist">OverviewFIS is a leading provider of technology solutions for the financial services industry. Our team is dedicated to delivering exceptional customer experiences and driving business growth through innovative products and services.">Job SummaryWe are seeking a highly motivated and experienced Senior...

  • Financial Services Account Associate Specialist

    4 weeks ago

    Hyderabad, India Jobs for Humanity Full time

    Job Description Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor of Commerce/Business Travel Percentage : 0%About Team:Financial Services Account Associate Specialist - New Accounts TeamThe Transfer Agency is a division responsible for Transaction Operations, Processing and associated...

  • Financial Services Account Associate Senior

    3 months ago

    Hyderabad, India FIS Full time

    Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor's Degree Travel Percentage : 0% 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...

  • Financial Account Assistant

    2 weeks ago

    Hyderabad, Telangana, India Krasan Consulting Services Full time

    At Krasan Consulting Services, we are seeking an experienced Financial Account Assistant to join our accounting team in Hyderabad and work remotely. This is a full-time position that involves managing various accounting tasks related to U.S. accounts systems.Job Overview:We are looking for an individual who can support the accounting department by...

  • Accounting Expert

    1 month ago

    Hyderabad, Telangana, India Oremus Corporate Services Full time

    Accounting Expertise for Oremus Corporate ServicesWe are seeking a skilled Senior Financial Accountant to join our team at Oremus Corporate Services.Financial Reporting and AnalysisPrepare and review various financial reports, including AR/AP/GL.Ensure accurate and timely financial statement preparation and review.Accounting Software ProficiencyExpertise in...