Associate II, Securities Operations
Role Overview
This is a full-time Associate II position supporting securities and financial services operations.
The Transfer Agency division handles transaction operations, processing, and related mutual fund functions for clients.
Customer support may include account setup, shareholder data maintenance, and record keeping through transaction processing and chat channels.
Key Skills for This Role
Full Job Posting
Position Overview
This is a full-time Associate II position supporting securities and financial services operations.
The Transfer Agency division handles transaction operations, processing, and related mutual fund functions for clients.
Customer support may include account setup, shareholder data maintenance, and record keeping through transaction processing and chat channels.
What You Will Be Doing
- Verify and input customer requests to ensure information is correct and complete, then take appropriate action.
- Perform quality control activities to ensure required standards are met.
- Prepare template emails or written correspondence for customers when appropriate.
- Follow policies, procedures, and operational metrics to achieve productivity and quality standards.
- Follow fund and company policies and regulatory controls or requirements.
- Identify improvement opportunities that streamline processes and improve efficiency, productivity, or service.
- Guide and mentor peers on less complex processes.
- Provide customer service that builds high levels of customer satisfaction.
- Use phone, verbal, written communication, and active listening when supporting customers.
What You Bring
- Have excellent communication and interpersonal skills.
- Have 1 to 3 years of experience in an international calling process.
- Be willing to work night shifts five days per week.
- Have excellent customer service knowledge; a global mindset is desirable.
- Be able to work independently and in a team environment.
- Demonstrate customer focus and adaptability to different personality types.
- Demonstrate effective people skills and sensitivity when dealing with others.
Work Arrangement
- The posting states that work is temporarily from home.
- The posting also states that employees should be flexible to work in an office environment after operations begin in the office.
What FIS Offers
- The role offers responsibility and a broad range of opportunities.
- FIS provides professional education and personal development possibilities.
- The posting mentions competitive salary and benefits.
- Career development tools, resources, and opportunities are available.
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