Position Type:
Full time
Type Of Hire:
Experienced (relevant combo of work and education)
Education Desired:
Bachelor's Degree

Job Description:
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 not limited to Accounts set up, Shareholder data maintenance, overall record keeping.

What you will be doing:

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 recent 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

📌 Inp - Financial Services Account Associate Ii (Pune)
🏢 FIS Global
📍 Pune