Associate II, Securities Operations
Role Overview
The Transfer Agency supports transaction operations, processing, and related functions for mutual fund clients.
Customer services may be delivered through transaction processing, chat, and other channels, including account setup, shareholder data maintenance, and record keeping.
Key Skills for This Role
Full Job Posting
Team and Role Overview
The Transfer Agency supports transaction operations, processing, and related functions for mutual fund clients.
Customer services may be delivered through transaction processing, chat, and other channels, including account setup, shareholder data maintenance, and record keeping.
What You Will Be Doing
- Verify and input customer requests, ensuring information is correct and complete, and take appropriate action.
- Perform quality control activities to ensure quality standards are met.
- Produce template emails or written correspondence for customers when appropriate.
- Follow policies, procedures, operational metrics, productivity standards, and quality standards.
- Follow fund and company policies and regulatory control requirements.
- Identify process improvement opportunities that increase efficiency, productivity, or service.
- Guide and mentor peers on less complex processes.
- Provide customer service that builds high levels of customer satisfaction.
- Work independently and collaboratively in a team environment.
What You Bring
- Bring 1–3 years of experience from an international calling process.
- Demonstrate excellent communication and interpersonal skills.
- Knowledge of customer service and a global mindset are desirable.
- Be ready to work night shifts five days per week.
- Work temporarily from home and remain flexible to work in an office when operations resume onsite.
What FIS Offers
- A multifaceted role with significant responsibility and broad opportunities.
- Professional education and personal development opportunities.
- Competitive salary and benefits.
- Career development tools, resources, and opportunities.
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