Experienced (relevant combo of work and education)
What you will be doing:
Reporting to the Client Data Management Team Manager and primarily be responsible for ensuring that accurate and timely account openings, closures & amendments are processed. The role will also include a high level of Client interaction regarding query resolution and updates, communication with external parties, data entry and filing.
Working as part of a team to complete work assigned by the Team Manager, ensuring procedures are adhered to and issues are escalated appropriately.
Key Duties and Responsibilities:
Performs tasks to ensure compliance with work group and client-specific procedures to further guarantee adherence to service level agreements.
Performs customer and account maintenance per reports, client workflow solution, postal mail or by direct instruction from immediate supervisor.
Directs all work requests from sources outside the department to immediate supervisor for consideration and approval.
Answers incoming telephone calls and direct calls to appropriate resource for resolution. Escalates unresolved issues according to the work group’s escalation guidelines.
Works with appropriate system and vendor reports to ensure timely and accurate processing of all regulatory and non-regulatory issues.
Assists in tracking, compiling and completing reports as assigned. Make recommendations to the department supervisor on any matter affecting productivity, efficiency, service or problem resolution.
May mentor and guide junior Account Services Specialists and/or proactively assist in production issues and questions.
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Maintains up-to-date procedure manuals and writes drafts for changes to procedures.
May research and resolve internal and external customer-submitted and client-submitted account questions or problems outside normal daily procedures.
Other related duties assigned as needed.
What you bring:
Knowledge / Experience
7+ years’ experience in a similar role or relevant exp.
Preferred knowledge of Global Plus system.
Preferred CISI-IOC certified
Should Possess a working knowledge of all types of investment assets, including but not limited to equities, fixed income, mutual funds, alternatives, derivatives, foreign securities, exchange-traded funds etc.
Candidates should have exposure to audits (internal and external) and strong understanding around Risk and Control framework.
Establish strong relationship with onshore counterparts and should be capable of handling Client Queries and Issues.
Working closely with the team to identify process needs, putting strong controls in place, and identify the gaps in process. Also ensure that all SLA’s are met.
Raise any issues related to process, people and others to line management on urgent basis with possible solutions.
Should be active who can discover out the opportunities in existing business by gaining efficiency, Automating the processes
Qualifications
Masters/bachelor’s degree in accounting, Business Management/Administration or related field of study.
Competency
Excellent oral and written communication and articulation skills.
Time Management & Prioritization Skill.
Strong interpersonal skills & customer orientation and an unwavering commitment to service quality.
Strong research and analytical skills and attention to detail
Collaborative – Collaborate with different groups and complete the assigned task
Attention to detail – Understand customer requirement in detail and process per procedure
Organized approach – manage and adapt priorities according to client and business requirements
Team Player- Be part of a global team.
Well versed with MS Office applications (Word, Excel & PowerPoint, Teams, etc.).
Should be a dependable resource with a willingness to work stretched hours (if required).
What we offer you
A multifaceted job with a high degree of responsibility and a broad spectrum of opportunities
A broad range of professional education and personal development possibilities – FIS is your final career step!
A competitive salary and benefits
A variety of career development tools, resources and opportunities
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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