Securities Operations Associate II
FIS (Fidelity National Information Services)
Position Type :
Full time
Type Of Hire :
Experienced (relevant combo of work and education)
Education Desired :
Bachelor of Commerce/Business
Job Description
As the world works and lives faster, FIS is leading the way. Our fintech solutions touch nearly every market, company and person on the planet. Our teams are inclusive and diverse. Our colleagues work together and celebrate together. If you want to advance the world of fintech, we’d like to ask you: Are you FIS?
About 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 service to clients via various channels like Transaction processing, calls & correspondence etc. The customer support may include but not limited to Accounts set up, Shareholder data maintenance, liquidation & 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
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