Associate II, Securities Operations (Transfer agency)

fis; Pune District; Hybrid; INR 300,000 - 520,000; Full time

Benefits offered by this job

Hybrid work model

Night shift

Job summary

FIS in Pune is seeking a customer service professional to support transfer agency operations for mutual funds. The role requires handling customer requests, maintaining data accuracy, and delivering quality service in a night shift environment.

You'll join a hybrid team with 3 days on-site per week, focusing on process adherence, quality control, and clear written and verbal communication with clients and internal teams. Prior fund/transfer agency experience is preferred.

Qualifications

• 1–3 years of experience in mutual funds or transfer agency/finance.
• Excellent communication and interpersonal skills.
• Willingness to work night shifts and in a hybrid model.

Responsibilities

• Verify and input customer requests, ensuring accuracy and appropriate action.
• Perform quality control to meet standards.
• Draft template emails or written replies to customers when needed.
• Adhere to policies and regulatory controls to meet metrics.
• Identify opportunities to streamline processes for better efficiency.
• Guide/mentor peers on less complex tasks.

Skills

Customer service

Communication skills

Active listening

Teamwork

Job description

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.

This is for Dealer Service / Main office service team

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 to 3 Years of experience from Mutual fund and transfer agency process or Finance
• Shift time - 8:30 PM to 6:30 AM
• Ready to work in night shifts (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

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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