Senior Financial Investigator conducting complex criminal investigations in the General Tax Administration program. Collaborating with partners and preparing evidence for judicial proceedings.
FI
Hybrid Financial Services Account Associate II – Mutual Fund, Transfer Agency
Posted 2 months ago
About the role
- Financial Services Account Associate II managing mutual fund transactions and customer requests. Ensuring quality control and adherence to company policies in a fintech environment.
Responsibilities
- 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
Requirements
- 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)
Benefits
- A career at FIS is more than just a job. It’s the change to shape the future of fintech.
- Always-on learning and development
- Collaborative work environment
- Opportunities to give back
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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