Fis
Financial Services
AssociateIII,SecuritiesOperations
Neural analysis suggests this role is
optimal for Mid candidates.
“Associate III, Securities Operations at Fis. Skills: Transfer agency, Mutual fund. Verify and input customer requests. Perform quality control activities”
What You'll Achieve.
Achieve operational, productivity and quality
Industry & Context.
Night shifts, Hybrid model – 3 days in a week
What They're Looking For.
Must Have
3 to 5 Years of experience from Mutual fund and transfer agency process or Finance, Ready to work in night shifts
Nice to Have
Customer Global mindset
What You'll Do.
Verify and input customer requests
Perform quality control activities
Produce template email or written correspondence
Adhere to all policies & procedure guidelines
Adhere to divisional operational metrics/standards
Adhere to fund/company policies
Adhere to regulatory controls/requirement
Identify improvement opportunities
Streamline business processes
Guide peers on less complex processes
Mentor peers on less complex processes
How You'll Work.
Team & Collaboration
Work in a team environment
Communication Scope
Phone communication; Verbal communication; Written communication
Full Job Description
**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_** _:_ * 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 ** _What you bring:_** * 3 to 5 Years of experience from Mutual fund and transfer agency process or Finance * Ready to work in night shifts (5 days in a week)
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