Associate II, Securities Operations

FIS Investor Services India Private Limited; Pune District; On-site; INR 300,000 - 540,000; Full time

Job summary

FIS Investor Services India Private Limited is seeking a customer service professional to handle international calling processes in Pune. The role involves verifying customer requests, maintaining accuracy, and performing quality checks while delivering timely responses.

Night shifts with temporary work-from-home are available, and office presence may be required as operations scale. Ideal candidates will have 1–3 years of experience in global customer service, strong communication skills, and a

Qualifications

• Excellent communication and interpersonal skills.
• A strong focus on customer service; a global mindset is desirable.
• 1 to 3 years of experience in an international calling process.
• Ready to work night shifts (5 days a week) with temporary work from home.
• Flexible to work in an office environment once operations begin in the office.

Responsibilities

• Verifying and inputting customer requests to ensure information is correct and in good order, and taking 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 and procedure guidelines and divisional operational metrics/standards to achieve operational, productivity and quality goals.
• Adhering to all fund/company policies and regulatory controls/requirements.
• Identifying improvement opportunities to streamline business processes resulting in greater efficiencies, productivity and/or service.
• Guiding/mentoring peers on less complex processes.
• Providing excellent customer service skills that build high levels of customer satisfaction.
• Demonstrating strong phone, verbal and written communication skills, along with active listening.
• Focusing on customer needs and adapting to different personality types.
• Demonstrating effective people skills and sensitivities when dealing with others.
• Working both independently and within a team environment.

Skills

Communication skills

Customer service mindset

Team collaboration

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 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 service to clients via various channels like transaction processing, chat, etc. The customer support may include but is not limited to accounts set up, shareholder data maintenance and overall record keeping.

What you will be doing

• Verifying and inputting customer requests to ensure information is correct and in good order, and taking 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 and procedure guidelines and divisional operational metrics/standards to achieve operational, productivity and quality goals.
• Adhering to all fund/company policies and regulatory controls/requirements.
• Identifying improvement opportunities to streamline business processes resulting in greater efficiencies, productivity and/or service.
• Guiding/mentoring peers on less complex processes.
• Providing excellent customer service skills that build high levels of customer satisfaction.
• Demonstrating strong phone, verbal and written communication skills, along with active listening.
• Focusing on customer needs and adapting to different personality types.
• Demonstrating effective people skills and sensitivities when dealing with others.
• Working both independently and within a team environment.

What you bring

• Excellent communication and interpersonal skills.
• Excellent knowledge of customer services; a global mindset is desirable.
• 1 to 3 years of experience from an international calling process.
• Ready to work night shifts (5 days in a week) with temporary work from home.
• Flexible to work in an office environment once operations begin in office.

What we offer you

• A multifaceted job with a high degree of responsibility and a broad spectrum of opportunities.
• A broad range of professional education and personal development possibilities – FIS is your final career step!
• A competitive salary and benefits.
• A variety of career development tools, resources and opportunities.