Financial Services Account Associate II (Mutual fund and Transfer agency)

Position Type :

Full time

Type Of Hire :

Experienced (relevant combo of work and education)

Education Desired :

Bachelor of Commerce/Business

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