Associate II - Securities Operations (Transfer Agency and Mutual Fund)

The Transfer Agency is a division at FIS responsible for Transaction Operations, Processing and associated functions of mutual funds for various clients. This role involves transaction processing, customer support, accounts setup, shareholder data maintenance, and overall record keeping.

Key Responsibilities

• 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.

Requirements

• 1 to 3 Years of experience from Mutual fund and transfer agency process or Finance.

• Excellent communication and interpersonal skills.

• Strong customer service skills.

Preferred Qualifications

• Global mindset.