Client Associate, Fund Management

We are FIS. Our technology powers the world’s economy and our teams bring innovation to life. We champion diversity to deliver the best products and solutions for our colleagues, clients and communities. If you’re ready to start learning, growing and making an impact with a career in fintech, we’d like to know: Are you FIS?
What You Will Be Doing
Answer all customer enquiries received via phone, email, or post and determine the customer concerns/problems and help to resolve any issues, liaising with other teams as required
Verify customer requests to ensure information is correct and in good order and take appropriate action to ensure these requests can be carried out through to completion
Understand AML/KYC requirements for new and existing clients. Be able to detect and assess potential signs of fraudulent and/or suspicious activity and escalate and report these as required
Support new customer onboarding process and perform ongoing KYC due diligence for both corporate and retail clients to meet regulatory requirements
Participate in business process improvement activities to identify customer's current and future needs to streamline current service offerings and proactively enhance the customer experience
Keep up to date on client’s products, market conditions and regulatory requirements and make suggestions that are in the best interest of the customer, funds, and enterprise
Adhere to all policies & procedure guidelines and customer service standards to achieve operational, productivity and quality objectives
Perform activities related to department’s mailing
May perform relevant operational or service ad-hoc requests assigned by leader
What You Bring
Minimum Diploma Holder
Minimum 2 years of customer service experience in transfer agency, fund management or related financial areas preferred
Ability to work independently and within a team in a fast-paced environment and meet agreed turnaround times
Good organizational skills, ability to multitask and perform under pressure whilst maintaining high standards
Sponsorship of work visa is unavailable
What we offer you:
At FIS, you can learn, grow and make an impact in your career. Our benefits include:
Flexible and creative work environment
Diverse and collaborative atmosphere
Professional and personal development resources
Opportunities to volunteer and support charities
Competitive salary and benefits
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Privacy Statement
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.
Sourcing Model
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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