Associate II, Client Contact

FIS; Hyderabad; Hybrid; INR 300,000 - 450,000; Full time

Job summary

FIS is hiring for a Transfer Agency support role in Hyderabad. You will verify and input customer requests, ensuring accuracy and taking appropriate action while maintaining quality standards.

You will perform quality checks, draft template emails, and adhere to policies to meet metrics. The role requires rotating night shifts and a hybrid schedule with three days onsite weekly alongside a collaborative team environment.

Qualifications

• 1+ years of experience in mutual fund and transfer agency or finance.
• Willing to work rotational shifts and night shift (5 days a week).
• Hybrid model – 3 days in a week.
• Excellent communication and interpersonal skills.
• Excellent knowledge of customer services; global mindset (Desirable).

Responsibilities

• Verify and input customer requests to ensure information is correct and takes appropriate action.
• Perform quality control activities to ensure quality standards are met.
• Produce template email or written correspondence to customers, when appropriate.
• Adhere to policies, procedures and metrics to achieve productivity and quality.
• Adhere to fund/company policies and regulatory controls/requirement.
• Identify improvement opportunities to streamline processes for greater efficiencies.
• Mentor peers on less complex processes.
• Deliver excellent customer service and build high levels of satisfaction.
• Demonstrate strong verbal and written communication and active listening.
• Be adaptable to different personalities and work independently or in a team.

Skills

Customer service

Communication skills

Interpersonal skills

Teamwork

Job description

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:

• 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
• Excellent customer service skills that build high levels of customer satisfaction
• Strong phone, verbal and written communication skills, along with active listening
• Customer focus and adaptability to different personality types
• Demonstrates effective people skills and sensitivities when dealing with others
• Ability to work both independently and in a team environment

What you bring:

• 1+ Years of experience from Mutual fund and transfer agency process or Finance
• Ready to work in rotational shifts and night shift (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)

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

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