Investment Specialist responsible for processing investment transactions at Canada Life, ensuring accuracy and compliance with service level agreements. Engages with advisors for required information and utilizes internal systems effectively.
FI
Hybrid Financial Services Account Associate II – Mutual Fund, Transfer Agency
Posted 3 weeks 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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