Financial Analyst in Finance Leadership Development Program at QuidelOrtho, developing leadership and technical skills through rotational assignments in finance and accounting functions.
FI
Hybrid Financial Services Account Associate II – Transfer Agency, Mutual Fund
Posted 6 months ago
About the role
- Financial Services Account Associate II handling customer requests in Transfer Agency at FIS. Requires 1-3 years in mutual funds or transfer agency processes with excellent communication skills.
Responsibilities
- Verifying and inputting customer requests to ensure information is correct and in good order
- 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
- 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
- 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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