What you will be doing:

Reporting to the Client Data Management Team Manager and primarily be responsible for ensuring that accurate and timely account openings, closures & amendments are processed. The role will also include a high level of Client interaction regarding query resolution and updates, communication with external parties, data entry and filing.

Working as part of a team to complete work assigned by the Team Manager, ensuring procedures are adhered to and issues are escalated appropriately.

Key Duties and Responsibilities:
- Performs tasks to ensure compliance with work group and client-specific procedures to further guarantee adherence to service level agreements.
- Performs customer and account maintenance per reports, client workflow solution, postal mail or by direct instruction from immediate supervisor.
- Directs all work requests from sources outside the department to immediate supervisor for consideration and approval.
- Answers incoming telephone calls and direct calls to appropriate resource for resolution.



Escalates unresolved issues according to the work group’s escalation guidelines.
- Works with appropriate system and vendor reports to ensure timely and accurate processing of all regulatory and non-regulatory issues.
- Assists in tracking, compiling and completing reports as assigned. Make recommendations to the department supervisor on any matter affecting productivity, efficiency, service or problem resolution.
- May mentor and guide junior Account Services Specialists and/or proactively assist in production issues and questions.
- Maintains up-to-date procedure manuals and writes drafts for changes to procedures.
- May research and resolve internal and external customer-submitted and client-submitted account questions or problems outside normal daily procedures.
- Other related duties assigned as needed.

What you bring:

Knowledge / Experience
- 7+ years’ experience in a similar role or relevant exp.
- Preferred knowledge of Global

📌 Associate III, BPS Operations Processing (Pune)
🏢 FIS Capital Markets
📍 Pune