Investment Banker contributing to generative AI tools for financial modeling and transaction analysis. Producing investment banking deliverables and working in a remote, project - based environment.
FI
Hybrid Financial Services Account Associate II – Transfer Agency, Mutual Fund
Posted 5 months ago
About the role
- Financial Services Account Associate II handling customer requests in Transfer Agency at FIS. Requires 1-3 years in mutual funds or transfer agency processes with excellent communication skills.
Responsibilities
- Verifying and inputting customer requests to ensure information is correct and in good order
- 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
- Identifying improvement opportunities to streamline business processes resulting in greater efficiencies, productivity and/or service
- Guiding/mentoring peers on less complex processes
Requirements
- 1 to 3 Years of experience from Mutual fund and transfer agency process or Finance
- Excellent communication and interpersonal skills
- Excellent knowledge of Customer Services; Global mindset (Desirable)
Benefits
- A career at FIS is more than just a job. It’s the change to shape the future of fintech.
- Always-on learning and development
- Collaborative work environment
- Opportunities to give back
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
WF
Business Relationship Support Associate Manager overseeing client services team at Wells Fargo. Leading business relationship support while ensuring compliance and process improvements.
Manager leading a small team of collectors within a larger global AR organization. Driving portfolio performance, process execution, and team effectiveness with strong collections experience.
Investment Sales Specialist at BlackRock focusing on enhancing alternative product distribution through advisor relationships. Responsibilities include client education and leveraging internal resources for optimal client engagement.
Collaborating with licensed Financial Advisors to meet sales goals and complete licensing. Prepare for career as Financial Advisor with Hancock Whitney in Louisiana.
Personal Finance Advisor at Caisse Desjardins de Rouville managing client relationships and advising on financial strategies. Focus on member satisfaction and integrated financial solutions within the cooperative.
Finance Manager leading financial planning & analysis for Corporate Segment at Sun Life. Providing strategic insights and ensuring accurate forecasting for operational performance.
Financial Reporting Accountant responsible for maintaining financial records and reporting for Evernorth. Engaging in accounting tasks, reporting projects, and collaborating with management.
Financial Analysis Advisor at Cigna driving pharmacy pricing performance through analysis and contract management. Leading strategic initiatives and improving financial processes in a hybrid work environment.
Financial Specialist maintaining organization and punctuality in administrative activities for a mobility company. Ensuring proper payments, documentation, and financial compliance.