Associate II, Securities Operations (Transfer agency)

Are you curious, motivated, and forward-thinking? At FIS, you’ll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology. Our talented people empower us, and we believe in being part of a team that is open, collaborative, entrepreneurial, passionate and above all fun.

The Transfer Agency is a division responsible for Transaction Operations, Processing and associated functions of mutual funds for various clients.

At FIS we provide a service to clients via various channels like Transaction processing, Chat etc. 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

1 to 3 Years of experience from Mutual fund and transfer agency process or Finance

Shift time – 8:30 PM to 6:30 AM

Ready to work in night shifts (5 days in a week)

Hybrid model – 3 days in a week.

Excellent communication and interpersonal skills

Excellent knowledge of Customer Services; Global mindset (Desirable)

FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice .

Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.

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