Financial Services Account Associate Specialist

About the team-Call back -S4

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, Calls, 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.
• Manage inbound and outbound calls to clients to obtain information which in not in good order or needs any additional confirmation
• Making courtesy calls to the clients upon their request, once their submitted work request is completed
• Maintain high level of professionalism during calls and focus on positive voice of customers
• 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

What you bring

• 3 to 5 year call center (Voice Support) Experience
• International call center experience is good to have
• 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
• Prior calling experience to international (preferably) or domestic clients
• Ability to work both independently and in a team environment
• Transfer Agency domain experience is good to have
• Ready to work in night shift

What we offer you

A fantastic range of benefits including medical, dental, vision, and paid vacation Great work spaces 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.

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