Associate Advanced, Securities Operations (Legacy)

Position Type
Full time
Type Of Hire
Experienced (relevant combo of work and education)
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.
About The Team
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.
What You Will Be Doing
Acts as a resource to direct leader in support of day-to-day operational functions, performs work independently with minimal guidance following defined procedures to complete moderate to complex assignments that may differ in nature; exercises judgment using acquired skills and knowledge, and recommends and executes corrective action when operating in unique situations.
Provides excellent customer service while serving as a telephonic concierge and primary point of contact to the financial institution’s high-value customers
Addresses inquiries and performs account maintenance on deposits and money market accounts
Assists customers by initiating payment investigations, maintenance requests, fulfillment requests, and fee reversals
Works with various internal and external clients and various departments to resolve outstanding issues, comply with customer requests, and respond to client inquiries
Follows up as required to close service tickets and inquiries that were escalated or referred to a different business function
Interfaces with clients to determine present and future needs and discusses progress toward solutions
Ensures service expectations are met and establishes rapport with each caller to set positive expectations for account maintenance queries and other servicing needs
Completes banking transactions and identifies opportunities to market bank products to best meet each caller’s personal needs
Maintains a comprehensive knowledge of applicable products and services and keeps informed about new products and services and changes to existing products and services
Successfully sells, markets, and shares information with new and existing customers to educate them about financial offerings
Provides referrals to the managing director or relationship manager for new and additional services
Participates in client loyalty process, providing information and encouraging clients to respond timely to surveys. Participates in follow-up discussions to develop action plans to address concerns
May participate in business reviews to learn about clients’ strategic direction as well as gain a good understanding of the products and services offerings
Other related duties assigned as needed
What You Bring
5 to 6 Year of experience from MF background
Excellent knowledge of Customer Services; Global mindset (Desirable)
Ready to work in night shifts (5 days in a week)
What We Offer You
A career at FIS is more than just a job. It’s the change to shape the future of fintech. At FIS, we offer you~
A voice in the future of fintech
Always-on learning and development
Collaborative work environment
Opportunities to give back
Competitive salary and benefits
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.
#pridepass

Work arrangement
No