FIS Logo

FIS

Financial Services Account Associate II Operations

Posted 4 Days Ago
Be an Early Applicant
Pune, Mahārāshtra
Junior
Pune, Mahārāshtra
Junior
The role involves transaction operations, processing mutual funds, customer service, quality control, and streamlining processes within the Transfer Agency division.
The summary above was generated by AI

About Team:

The Transfer Agency is a division responsible for Transaction Operations, Processing and associated functions of mutul 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.

Job Eligibility

  • Excellent communication and interpersonal skills
  • 1 to 2 Years of experience from Mutual funds or Finance background
  • Excellent knowledge of Customer Services; Global mindset (Desirable)
  • 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.

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

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

FIS Pune, Mahārāshtra, IND Office

Pune, Maharashtra, India

Similar Jobs

4 Days Ago
Hybrid
Bhālewādi, Wardha, Mahārāshtra, IND
Mid level
Mid level
Artificial Intelligence • Information Technology • Machine Learning • Security • Software • Cybersecurity • Generative AI
The Regional Sales Manager at Exabeam is responsible for driving sales, building client relationships, and managing business development strategies in India.
Top Skills: CRMSalesforce
11 Days Ago
Hybrid
Pune, Mahārāshtra, IND
Mid level
Mid level
Fintech • Payments • Software
The Relationship Associate will drive strategies to increase payer growth among Education Agents, manage operations, and resolve client issues effectively.
Top Skills: ExcelPowerPointWord
11 Hours Ago
Pune, Mahārāshtra, IND
Mid level
Mid level
Fintech • Financial Services
The role involves building and maintaining infrastructure platforms, ensuring reliability and scalability, automating processes, managing incidents, and collaborating cross-functionally. Key technologies include HP NonStop and various tools for performance and security management.
Top Skills: Base24ComforteConnect DirectEncryption ToolsetsEvent TimerHp NonstopMqMulti Batch Scheduling ToolsetPathwayTaclTandem Utilities

What you need to know about the Pune Tech Scene

Once a far-out concept, AI is now a tangible force reshaping industries and economies worldwide. While its adoption will automate some roles, AI has created more jobs than it has displaced, with an expected 97 million new roles to be created in the coming years. This is especially true in cities like Pune, which is emerging as a hub for companies eager to leverage this technology to develop solutions that simplify and improve lives in sectors such as education, healthcare, finance, e-commerce and more.

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account