financial services associate

Zenmid Solutions

We are looking for an attorney with strong litigation experience from a respected regional, national, or local law firm. Strong writing skills, oral advocacy, and academic achievements are required. A judicial clerkship background is a plus.The ideal candidate will have experience in:<ul><li>Drafting and reviewing pleadings such as demurrers, motions to dismiss, motions to strike, and summary judgment motions</li><li>Managing discovery, including e-discovery and fact investigation</li><li>Preparing and responding to written discovery requests</li><li>Taking and defending depositions</li><li>Participating in mediations in both state and federal courts</li><li>Appearing in court for hearings and pre-trial matters</li><li>Working with consumer protection and financial laws, including FDCPA, FCRA, TCPA, UCC, EFTA, TILA, and UDAP</li><li>Providing strategic and practical advice to clients on complex legal and business challenges</li></ul>We want someone who is professional, detail-oriented, adaptable, and motivated. The role involves handling high-stakes litigation, arbitration, and trial work, often under time-sensitive conditions. You should be comfortable working directly with clients, prioritizing multiple urgent tasks at once, and consistently delivering accurate, high-quality work. A strong commitment to client service is essential.Job Type: Full-timePay: $160,000.00 - $200,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Retirement plan</li><li>Tuition reimbursement</li><li>Vision insurance</li></ul>Experience:<ul><li>Consumer Protection Laws: 2 years (Required)</li><li>Financial Laws: 2 years (Required)</li></ul>Work Location: In person

Financial Services Associate Attorney

<div>Position Type :
Full time
Type Of Hire :
Experienced (relevant combo of work and education)
Education Desired :
Bachelor of Commerce/Business
Travel Percentage :
0%
As the world works and lives faster, FIS is leading the way. Our fintech solutions touch nearly every market, company and person on the planet. Our teams are inclusive and diverse. Our colleagues work together and celebrate together. If you want to advance the world of fintech, we&rsquo;d like to ask you: Are you FIS?
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 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.
This is for Dealer Service / Main office service team
What you will be doing:
The position will support the FIS TA Dealer Services team. Responsibilities include, but are not limited to the following:<ul><li>
Provide telephone support for intermediary back offices and mutual fund clients.</li><li>
Process and quality control dealer and shareholder transactions, both financial and non-financial.</li><li>
Assist with dealer commission and 12b-1 payment processing for multiple clients.</li><li>
Perform daily review and resolution of NSCC reject activity, including Fund/Serv, Networking, and ACATS.</li><li>
Perform 22c-2 frequent trade monitoring.</li><li>
Provide support for various dealer portals (Vision, FanMail, Advisor Central)</li><li>
Perform daily reconciliation activities.</li><li>
Review and report on daily fund gain/loss activity.</li><li>
Assist in maintaining departmental policies and procedures.</li><li>
Handle additional senior associate level duties and project work as business needs dictate.</li></ul>
What you bring:<ul><li>
3+ Years of experience from Mutual fund and transfer agency process</li><li>
Shift time &ndash; 8:30 PM to 5:30 AM and 6:30 PM to 3:30 AM</li><li>
Ready to work in night shifts (5 days in a week)</li><li>
Hybrid model &ndash; 3 days in a week.</li><li>
Excellent communication and interpersonal skills</li><li>
Excellent knowledge of Customer Services; Global mindset (Desirable)</li><li>
Ready to work in night shifts (5 days in a week)</li><li>
Demonstrated accuracy and attention to detail handling financial and non-financial transactions.</li><li>
Strong customer focus.</li><li>
Ability to effectively communicate complicated concepts both through written and verbal means.</li><li>
Strong problem solving and analytical skills.</li><li>
Ability to work in Windows-based environment.</li><li>
Proficiency in Microsoft Word, Excel, and PowerPoint.</li><li>
Ability to handle short and long-term assignments outside of day-to-day functions.</li></ul>
What we offer you
A career at FIS is more than just a job. It&rsquo;s the change to shape the future of fintech. At FIS, we offer you:<ul><li>
A voice in the future of fintech</li><li>
Always-on learning and development</li><li>
Collaborative work environment</li><li>
Opportunities to give back</li><li>
Competitive salary and benefits</li></ul>
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</div>

Financial Services Account Associate Senior

<div>Position Type :
Full time
Type Of Hire :
Experienced (relevant combo of work and education)
Education Desired :
Bachelor's Degree
Travel Percentage :
0%
As the world works and lives faster, FIS is leading the way. Our fintech solutions touch nearly every market, company and person on the planet. Our teams are inclusive and diverse. Our colleagues work together and celebrate together. If you want to advance the world of fintech, we&rsquo;d like to ask you: Are you FIS?
About the team:
It&rsquo;s an amazing opportunity to join a Talented team of innovative and committed folks doing interesting work at the world&rsquo;s largest global provider dedicated to financial technology solutions!
What you will be doing:<ul><li>
Provides excellent customer service while serving as a telephonic concierge and primary point of contact to the financial institution&rsquo;s high-value customers.</li><li>
Addresses inquiries and performs account maintenance on deposits and money market accounts.</li><li>
Assists customers by initiating payment investigations, maintenance requests, fulfillment requests, and fee reversals.</li><li>
Works with various internal and external clients and various departments to resolve outstanding issues, comply with customer requests, and respond to client inquiries.</li><li>
Follows up as required to close service tickets and inquiries that were escalated or referred to a different business function.</li><li>
Interfaces with clients to determine present and future needs and discusses progress toward solutions.</li><li>
Ensures service expectations are met and establishes rapport with each caller to set positive expectations for account maintenance queries and other servicing needs.</li><li>
Completes banking transactions and identifies opportunities to market bank products to best meet each caller&rsquo;s personal needs.</li><li>
Maintains a comprehensive knowledge of applicable products and services and keeps informed about new products and services and changes to existing products and services.</li><li>
Successfully sells, markets, and shares information with new and existing customers to educate them about financial offerings.</li><li>
Provides referrals to the managing director or relationship manager for new and additional services.</li><li>
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.</li><li>
May participate in business reviews to learn about clients&rsquo; strategic direction as well as gain a good understanding of the products and services offerings.</li><li>
Other related duties assigned as needed.</li></ul>
What you bring:<ul><li>
FISTA and WFM knowledge is an added advantage</li><li>
Shift time is 7:30 to 4:30 AM</li><li>
Excellent communication and interpersonal skills</li><li>
Excellent knowledge of Customer Services; Global mindset (Desirable)</li><li>
Ready to work in night shifts (5 days in a week)</li><li>
A good team player</li><li>
Experience of working with global/other teams</li><li>
Detail oriented and regard for timeliness</li><li>
High regard for deadlines and deliverables</li><li>
Owning the work assigned to ensure it completeness without compromising timeliness or accuracy.</li></ul>
What we offer you
A career at FIS is more than just a job. It&rsquo;s the change to shape the future of fintech. At FIS, we offer you:<ul><li>
A voice in the future of fintech</li><li>
Always-on learning and development</li><li>
Collaborative work environment</li><li>
Opportunities to give back</li><li>
Competitive salary and benefits</li></ul>
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</div>

<div>Position Type :
Full time
Type Of Hire :
Experienced (relevant combo of work and education)
Education Desired :
Bachelor's Degree
Travel Percentage :
0%
Job Description
Are you curious, motivated, and forward-thinking? At FIS, you&rsquo;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:<ul><li>
Verifying and inputting customer requests to ensure information is correct and in good order, and takes appropriate action.</li><li>
Performing quality control activities to ensure quality standards are met.</li><li>
Producing template email or written correspondence to customers, when appropriate</li><li>
Adhering to all policies &amp; procedure guidelines and divisional operational metrics/standards to achieve operational, productivity and quality</li><li>
Adhering to all fund/company policies and regulatory controls/requirement</li><li>
Identifying improvement opportunities to streamline business processes resulting in greater efficiencies, productivity and/or service</li><li>
Guiding/mentoring peers on less complex processes</li><li>
Excellent customer service skills that build high levels of customer satisfaction</li><li>
Strong phone, verbal and written communication skills, along with active listening</li><li>
Customer focus and adaptability to different personality types</li><li>
Demonstrates effective people skills and sensitivities when dealing with others</li><li>
Ability to work both independently and in a team environment</li></ul>
What you bring:<ul><li>
1 to 3 Years of experience from Mutual fund and transfer agency process or Finance</li><li>
Shift time &ndash; 8:30 PM to 6:30 AM</li><li>
Ready to work in night shifts (5 days in a week)</li><li>
Hybrid model &ndash; 3 days in a week.</li><li>
Excellent communication and interpersonal skills</li><li>
Excellent knowledge of Customer Services; Global mindset (Desirable)</li></ul>
What we offer you:
A career at FIS is more than just a job. It&rsquo;s the change to shape the future of fintech. At FIS, we offer you:<ul><li>
A voice in the future of fintech</li><li>
Always-on learning and development</li><li>
Collaborative work environment</li><li>
Opportunities to give back</li><li>
Competitive salary and benefits</li></ul>
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</div>

Financial Services Account Associate II

<div>Position Type :
Full time
Type Of Hire :
Experienced (relevant combo of work and education)
Education Desired :
Bachelor's Degree
Travel Percentage :
0%
Job Description
Are you curious, motivated, and forward-thinking? At FIS, you&rsquo;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:<ul><li>
Verifying and inputting customer requests to ensure information is correct and in good order, and takes appropriate action.</li><li>
Performing quality control activities to ensure quality standards are met.</li><li>
Producing template email or written correspondence to customers, when appropriate</li><li>
Adhering to all policies &amp; procedure guidelines and divisional operational metrics/standards to achieve operational, productivity and quality</li><li>
Adhering to all fund/company policies and regulatory controls/requirement</li><li>
Identifying improvement opportunities to streamline business processes resulting in greater efficiencies, productivity and/or service</li><li>
Guiding/mentoring peers on less complex processes</li><li>
Excellent customer service skills that build high levels of customer satisfaction</li><li>
Strong phone, verbal and written communication skills, along with active listening</li><li>
Customer focus and adaptability to different personality types</li><li>
Demonstrates effective people skills and sensitivities when dealing with others</li><li>
Ability to work both independently and in a team environment</li></ul>
What you bring:<ul><li>
1 to 3 Years of experience from Mutual fund and transfer agency process or Finance</li><li>
Shift time &ndash; 8:30 PM to 6:30 AM</li><li>
Ready to work in night shifts (5 days in a week)</li><li>
Hybrid model &ndash; 3 days in a week.</li><li>
Excellent communication and interpersonal skills</li><li>
Excellent knowledge of Customer Services; Global mindset (Desirable)</li></ul>
What we offer you:
A career at FIS is more than just a job. It&rsquo;s the change to shape the future of fintech. At FIS, we offer you:<ul><li>
A voice in the future of fintech</li><li>
Always-on learning and development</li><li>
Collaborative work environment</li><li>
Opportunities to give back</li><li>
Competitive salary and benefits</li></ul>
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</div>

InP - Financial Services Account Associate II

<div>Position Type :
Full time
Type Of Hire :
Experienced (relevant combo of work and education)
Education Desired :
Bachelor of Commerce/Business
Travel Percentage :
0%
As the world works and lives faster, FIS is leading the way. Our fintech solutions touch nearly every market, company and person on the planet. Our teams are inclusive and diverse. Our colleagues work together and celebrate together. If you want to advance the world of fintech, we&rsquo;d like to ask you: Are you FIS?
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 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.
Wealth Transfer
What you will be doing:
Provides excellent customer service while serving as a telephonic concierge and primary point of contact to the financial institution&rsquo;s high-value customers.<ul><li>
Addresses inquiries and performs account maintenance on deposits and money market accounts.</li><li>
Assists customers by initiating payment investigations, maintenance requests, fulfillment requests, and fee reversals.</li><li>
Works with various internal and external clients and various departments to resolve outstanding issues, comply with customer requests, and respond to client inquiries.</li><li>
Follows up as required to close service tickets and inquiries that were escalated or referred to a different business function.</li><li>
Interfaces with clients to determine present and future needs and discusses progress toward solutions.</li><li>
Ensures service expectations are met and establishes rapport with each caller to set positive expectations for account maintenance queries and other servicing needs.</li><li>
Completes banking transactions and identifies opportunities to market bank products to best meet each caller&rsquo;s personal needs.</li><li>
Maintains a comprehensive knowledge of applicable products and services and keeps informed about new products and services and changes to existing products and services.</li><li>
Successfully sells, markets, and shares information with new and existing customers to educate them about financial offerings.</li><li>
Provides referrals to the managing director or relationship manager for new and additional services.</li><li>
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.</li><li>
May participate in business reviews to learn about clients&rsquo; strategic direction as well as gain a good understanding of the products and services offerings.</li><li>
Other related duties assigned as needed.</li></ul>
What you bring:<ul><li>
Excellent communication and interpersonal skills</li><li>
Excellent knowledge of Customer Services; Global mindset (Desirable)</li><li>
Ready to work in night shifts (5 days in a week)</li><li>
Temporary work from home. Flexible to work in office environment post operations begin in office.</li><li>
A good team player</li><li>
Experience of working with global/other teams</li><li>
Detail oriented and regard for timeliness</li><li>
High regard for deadlines and deliverables</li><li>
Owning the work assigned to ensure it completeness without compromising timeliness or accuracy</li></ul>
What we offer you
A career at FIS is more than just a job. It&rsquo;s the change to shape the future of fintech. At FIS, we offer you:<ul><li>
A voice in the future of fintech</li><li>
Always-on learning and development</li><li>
Collaborative work environment</li><li>
Opportunities to give back</li><li>
Competitive salary and benefits</li></ul>
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</div>

Financial Services Account Associate Senior (Wealth Transfer)

<div>Line of Service
Internal Firm Services
Industry/Sector
Not Applicable
Specialism
Managed Services
Management Level
Associate
Job Description &amp; Summary
PwC Overview:
 
 
At PwC, we measure success by our ability to create the value that our clients and our people are looking for. Our reputation lies in building lasting relationships with our clients and a focus on delivering value in all we do. We&rsquo;re a network of firms in 152 countries with more than 328,000 people who are committed to delivering world-class capabilities and quality in assurance, tax and advisory services
 
 
PwC Middle East Overview:
 
 
Established in the region for over 40 years, PwC Middle East employs over 10,000 people across 12 countries: Bahrain, Egypt, Iraq, Jordan, Kuwait, Lebanon, Libya, Oman, Qatar, Saudi Arabia, Palestine and the United Arab Emirates. Complementing our depth of industry expertise and breadth of skills is our sound knowledge of local business environments across the Middle East region. Our tailored solutions help our clients meet the challenges and opportunities of doing business in the Middle East market, and beyond
 
 
Corporate Culture &amp; Working Environment:
 
 
Our culture is one of inclusivity and care, where we respect each other and our differences. It's one that supports collaboration, teamwork and innovation and one that embraces difference. We support everyone having a voice and feeling empowered to challenge the status quo, bringing new ideas to the table
 
 
As PwC staff, you will have the chance to collaborate across level, line of services, and global network. Not only in terms of work, get involved too in firm-wide events
 
 
Line of Service and Overview:
 
 
PwC&rsquo;s Managed Services team delivers scalable, technology-enabled solutions to help financial institutions meet their regulatory obligations efficiently and effectively. As a Financial Crime Associate based in Egypt, you will be part of a regional delivery team supporting KYC remediation, transaction monitoring, screening, and other financial crime compliance activities for clients across the Middle East.
<div><div><div><div>Job Summary :
</div><div>What does this role aim to achieve in the firm/what impact does the role create
</div></div><div><div>As a Financial Crime Associate within PwC&rsquo;s Managed Services team, you will support the delivery of financial crime compliance services to leading financial institutions across the Middle East. Based in Egypt, you will be part of a regional operations hub focused on executing KYC remediation, transaction monitoring, sanctions screening, and other anti-financial crime activities. 
</div><div>You will work under the guidance of experienced managers and subject matter experts, applying PwC&rsquo;s methodologies and tools to help clients meet regulatory expectations and internal risk standards. This role requires strong attention to detail, a commitment to quality, and the ability to work collaboratively in a fast-paced, deadline-driven environment. 
</div></div><div><div>Roles and Responsibilities:
</div><div>Daily tasks and delivery expectation
</div></div><div><div><ul><li>Conduct KYC reviews and remediation activities in line with client policies and regulatory requirements.
</li></ul></div><div><ul><li>Perform customer due diligence (CDD), enhanced due diligence (EDD), and periodic reviews for various entity types.
</li></ul></div><div><ul><li>Support transaction monitoring and sanctions screening investigations, escalating suspicious activity as needed.
</li></ul></div><div><ul><li>Ensure accurate documentation and data entry into client systems and PwC tools.
</li></ul></div><div><ul><li>Collaborate with regional teams to meet quality and productivity targets.
</li></ul></div><div><ul><li>Assist in identifying process improvements and contribute to knowledge sharing across the team.
</li></ul></div><div><ul><li>Maintain confidentiality and adhere to data protection standards.
</li></ul></div><div><ul><li>Stay updated on financial crime trends and regulatory developments in the region.
</li></ul></div></div><div><div>Expected Skills:
</div><div>Specific learned abilities or technical skills
</div></div><div><div><ul><li>Strong analytical and investigative skills with attention to detail.
</li></ul></div><div><ul><li>Ability to interpret and apply financial crime regulations and client policies.
</li></ul></div><div><ul><li>Proficiency in using KYC tools, screening platforms, and case management systems.
</li></ul></div><div><ul><li>Effective communication skills in English (Arabic is a plus).
</li></ul></div><div><ul><li>Ability to work independently and as part of a team in a fast-paced environment.
</li></ul></div><div><ul><li>Time management and organizational skills to handle multiple priorities.
</li></ul></div></div><div><div>Expected Competencies:
</div><div>Values, behaviors &amp; attitude
</div></div><div><div><ul><li>Strong analytical and problem-solving mindset with attention to detail in control environments.
</li></ul></div><div><ul><li>Ability to manage stakeholder relationships and drive quality outcomes in complex, multi-entity engagements.
</li></ul></div></div><div><div>Required Language Skills:
</div></div><div><div><ul><li>Proficient in written and spoken English . Arabic speaking an advantage 
</li></ul></div></div><div><div>Minimum Education and Specific Qualification:
</div></div><div><div><ul><li>Bachelor&rsquo;s degree in Business , Finance, Law, Economics, or a related fields 
</li></ul></div></div></div></div>Minimum years experience required
<div><ul><li>1&ndash;2 years of experience in financial crime compliance, KYC operations, AML investigations, or a related field.
</li></ul></div><div><ul><li>Fresh graduates with relevant internships or certifications (e.g., CAMS, ICA) may also be considered.
</li></ul></div>Additional application instructions
<ul><li>N/A
</li></ul>Education (if blank, degree and/or field of study not specified)
Degrees/Field of Study required:
Degrees/Field of Study preferred:
Certifications (if blank, certifications not specified)
Required Skills
Optional Skills
Accepting Feedback, Accepting Feedback, Active Listening, Automation, Automation Framework Design and Development, Automation Solutions, Budgetary Management, Business Process Automation (BPA), Business Process Improvement, Business Process Outsourcing, Business Transformation, Communication, Continuous Process Improvement, Data Quality Automation, Deliverable Planning, Delivery Excellence, Design Automation, Digital Transformation, Emotional Regulation, Empathy, Inclusion, Intellectual Curiosity, Managed Services, Operational Excellence, Operational Performance Management (OPM) {+ 19 more}
Desired Languages (If blank, desired languages not specified)
Travel Requirements
Up to 40%
Available for Work Visa Sponsorship?
Yes
Government Clearance Required?
Yes
Job Posting End Date</div>

Financial Crime Managed Services Associate

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