Financial Services Account Associate II (International calling and Transfer agency)

Job Posting Description 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
• Customer focus and adaptability to different personality types