Financial Services Account Associate Specialist (Mutual fund / transfer agency)

Position Type :

Full time

Type Of Hire :

Experienced (relevant combo of work and education)

Education Desired :

Bachelor of Commerce/Business

Job 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 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:

• Performing quality control activities to ensure quality standards are met.
• 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
• Guiding/mentoring peers on complex processes
• Strong verbal and written communication skills, along with active listening
• Customer focus and adaptability to different personality types
• Performs analysis of the business goals, objectives and needs of the general business environment for appropriate FIS segment, division, group or line of business.
• Performs research & analysis to support business operations and presents findings to manager or project leader.
• Plans, designs business processes and make recommendations and changes in order to improve and support business systems and activities and/or to deliver greater effectiveness and efficiency.
• Utilizes systems and data to resolve business issues in the most effective and productive manner.
• Identifies and implements best practices and suggests how to improve current practices.
• Develops recommendations to solve problems and issues related to business operations.
• Analyzes and documents business processes and metrics and identifies improvement opportunities.
• Train internal employees on changes to business practices, processes or procedures.
• Perform special projects upon request and on occasion.
• Demonstrates effective people skills and sensitivities when dealing with others
• Ability to work both independently and in a team environment

What you bring:

• 5+ Years of experience from Mutual fund and transfer agency process or Finance
• Shift time – 2:00 PM to 11:00 PM
• Ready to work in night shifts (5 days in a week)
• Hybrid model – 3 days in a week.
• Excellent problem solving, analytical and decision making skills
• Strong communication and interpersonal skills; Ability to handle client interactions effectively.
• Ability to work independently and collaboratively in a fast-paced, dead-line driven environment.
• Excellent knowledge of Customer Services; Global mindset (Desirable)

What we offer you:

A career at FIS is more than just a job. It’s 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

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.

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