What are the responsibilities and job description for the Financial Services Account Associate Senior position at FIS AUSTRALASIA PTY LTD?
Back to search results
Previous job Next job
Job Description
Position Type :
Full time
Type Of Hire
Experienced (relevant combo of work and education)
Education Desired
Bachelor's Degree
Travel Percentage
0%
About Team: Financial Services Account Associate Senior-Call back s3
The Transfer Agency is a division responsible for Transaction Operations, Processing and associated functions of mutul 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 not limited to Accounts set up, Shareholder data maintenance, overall record keeping.
Job Eligibility
Provides excellent customer service while serving as a telephonic concierge and primary point of contact to the financial institution’s high-value customers.
A fantastic range of benefits including medical, dental, vision, and Great workspaces with dedicated and motivated colleagues A broad range of professional education and personal development possibilities – FIS is your final career step! A variety of career development tools, resources and opportunities A work environment built on collaboration, flexibility, and respect
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
Close the popup
Apply Now
Take a virtual tour of our India offices!
Get notified for similar jobs
You'll receive updates once a week
Enter Email address (Required)
Email should not be empty Please enter valid email
Success! Successfully subscribed for similar jobs Failure! You have already subscribed for this job Failure! Failed to subscribed for similar jobs
Success!
Successfully subscribed for similar jobs
Failure!
Get tailored job recommendations based on your interests.
profile icon
Profile recommendations
No recommendations found
Similar Jobs
No recommendations found
Jobseekers Also Viewed
Location Franklin Templeton Park, 18-23, OB3 Financial District, Nanakramugda, Hyderabad- 500019, Telangana, India Job Id JR0293293 Category Call Center Posted Date 03/21/2025
Excellent knowledge of Customer Services; Global mindset (Desirable). Identifying improvement opportunities to streamline business processes resulting in greater efficiencies, productivity and/or serv...
Location Westend Centre III, S. No. 169/1, Flr 2, Sector II, Aundh, Pune- 411007, Maharashtra, India Job Id JR0292875 Category Call Center Posted Date 03/21/2025
Excellent communication and interpersonal skills. Excellent knowledge of Customer Services; Global mindset (Desirable). Flexible to work in office environment post operations begin in office. Excellen...
Job Id JR0290947 Category Call Center Posted Date 02/25/2025
Location Franklin Templeton Park, 18-23, OB3 Financial District, Nanakramugda, Hyderabad- 500019, Telangana, India Job Id JR0293946 Category Client Services Posted Date 03/12/2025
Manages and completes all aspects of training projects including reviewing Statements of Work and other contractual client documents relevant to training services for assigned projects, communicating...
Job Id JR0289441 Category Sales Posted Date 01/28/2025
Previous job Next job
Job Description
Position Type :
Full time
Type Of Hire
Experienced (relevant combo of work and education)
Education Desired
Bachelor's Degree
Travel Percentage
0%
About Team: Financial Services Account Associate Senior-Call back s3
The Transfer Agency is a division responsible for Transaction Operations, Processing and associated functions of mutul 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 not limited to Accounts set up, Shareholder data maintenance, overall record keeping.
Job Eligibility
- Excellent communication and interpersonal skills
- Excellent knowledge of Customer Services; Global mindset (Desirable)
- Ready to work in night shifts (5 days in a week)
- Temporary work from home. Flexible to work in office environment post operations begin in office.
- 3 to 4 years international call center experience is good to have
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.
- A good team player
- Experience of working with global/other teams
- Detail oriented and regard for timeliness
- High regard for deadlines and deliverables
- Owning the work assigned to ensure it completeness without compromising timeliness or accuracy.
A fantastic range of benefits including medical, dental, vision, and Great workspaces with dedicated and motivated colleagues A broad range of professional education and personal development possibilities – FIS is your final career step! A variety of career development tools, resources and opportunities A work environment built on collaboration, flexibility, and respect
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
Close the popup
Apply Now
Take a virtual tour of our India offices!
Get notified for similar jobs
You'll receive updates once a week
Enter Email address (Required)
Email should not be empty Please enter valid email
Success! Successfully subscribed for similar jobs Failure! You have already subscribed for this job Failure! Failed to subscribed for similar jobs
Success!
Successfully subscribed for similar jobs
Failure!
Get tailored job recommendations based on your interests.
profile icon
Profile recommendations
No recommendations found
Similar Jobs
No recommendations found
Jobseekers Also Viewed
- $index" data-ph-at-id="jobs-list-item" data-ph-id="ph-default-1569496690701-ph-people-also-viewed-v2vv7spy-AKMGfz" au-target-id="892">
Location Franklin Templeton Park, 18-23, OB3 Financial District, Nanakramugda, Hyderabad- 500019, Telangana, India Job Id JR0293293 Category Call Center Posted Date 03/21/2025
Excellent knowledge of Customer Services; Global mindset (Desirable). Identifying improvement opportunities to streamline business processes resulting in greater efficiencies, productivity and/or serv...
- Apply Now Financial Services Account Associate II
- $index" data-ph-at-id="jobs-list-item" data-ph-id="ph-default-1569496690701-ph-people-also-viewed-v2vv7spy-AKMGfz" au-target-id="892">
Location Westend Centre III, S. No. 169/1, Flr 2, Sector II, Aundh, Pune- 411007, Maharashtra, India Job Id JR0292875 Category Call Center Posted Date 03/21/2025
Excellent communication and interpersonal skills. Excellent knowledge of Customer Services; Global mindset (Desirable). Flexible to work in office environment post operations begin in office. Excellen...
- Apply Now Financial Services Account Associate II
- $index" data-ph-at-id="jobs-list-item" data-ph-id="ph-default-1569496690701-ph-people-also-viewed-v2vv7spy-AKMGfz" au-target-id="892">
Job Id JR0290947 Category Call Center Posted Date 02/25/2025
- Nowy Rynek Complex, Building B Przemyslowa 3 Street, 61-579 Poznan, Poland
- Virtual, 61-579 Poznan, Poland
- Apply Now Financial Services Account Associate with German and English
- $index" data-ph-at-id="jobs-list-item" data-ph-id="ph-default-1569496690701-ph-people-also-viewed-v2vv7spy-AKMGfz" au-target-id="892">
Location Franklin Templeton Park, 18-23, OB3 Financial District, Nanakramugda, Hyderabad- 500019, Telangana, India Job Id JR0293946 Category Client Services Posted Date 03/12/2025
Manages and completes all aspects of training projects including reviewing Statements of Work and other contractual client documents relevant to training services for assigned projects, communicating...
- Apply Now Product - Process Trainer Senior
- $index" data-ph-at-id="jobs-list-item" data-ph-id="ph-default-1569496690701-ph-people-also-viewed-v2vv7spy-AKMGfz" au-target-id="892">
Job Id JR0289441 Category Sales Posted Date 01/28/2025
- AIA Sathorn Tower, No. 11/1 South Sathon Road, Suite S10022, Bangkok, Bangkok 10120, Thailand
- 8 Marina View, Unit #31-01, Singapore 018960, Singapore
- Apply Now Sales Executive III