Associate II, Securities Operations

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, Chat etc. The customer support may include but not limited to Accounts set up, Shareholder data maintenance, ​overall record keeping.

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

Demonstrates effective people skills and sensitivities when dealing with others

Ability to work both independently and in a team environment

Excellent communication and interpersonal skills

Excellent knowledge of Customer Services; Global mindset (Desirable)