Account Services Associate II
Columbus, OH 
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Job Description
Account Services Associate II
  • Job ID #:JR83810
  • Functional Area:Client Services
  • Position Type:Full-Time Regular
  • Experience Desired:Entry Level
  • Education Desired:High School Diploma or equivalent
  • Primary Location:US-Ohio-Columbus 4249 Easton Way, Ste. 400, Floor 4-4269
  • Secondary Location(s):
  • Travel Percentage:0.00
  • Relocation Provided:No

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Are you curious, motivated, and forward-thinking? At FIS you'll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology. Our talented people empower us, and we believe in being part of a team that is open, collaborative, entrepreneurial, passionate and above all fun.

About the team:

FIS Transfer Agency offers business process outsourcing services to leading mutual fund clients in the US and abroad. We are a dynamic and growing team within the global FIS organization.

What you will be doing:

In this role your primary responsibilities are to answer incoming calls and process financial and non-financial transactions for shareholders, brokers, institutional clients, and other affiliated parties for the various funds serviced by FIS and to provide superior customer service to both internal and external clients.

  • Process financial and non-financial shareholder transactions.

  • Draft correspondence in response to shareholder inquiries.

  • Answer inbound calls from shareholders, financial advisors and internal FIS partners.

  • Ensure account verification procedures are followed.

  • Respond to account and procedural information requests including processing requirements, shareholder account balances, closing prices and portfolio performance.

  • Facilitate purchase, sale, and exchange of fund shares.

  • Make outbound follow-up calls to shareholders in response to issues which cannot be resolved point-of-call.

  • Maintain an understanding of the systems required to initiate shareholder transaction and maintenance requests.

  • Perform daily reconcilement of DDA and G/L accounts.

  • Maintain working knowledge of department policies and procedures.

  • Complete extensive ongoing training to maintain competency in financial markets and instruments.


Schedule:

(What Days of the week?) From 10:00am to 07:00pm

(Occasional overtime opportunities on weekends)



What you bring:

  • Demonstrated accuracy and attention to detail handling financial transactions.

  • Strong customer focus.

  • Ability to effectively communicate complicated concepts both through written and verbal means.

  • Strong problem solving and analytical skills.

  • Ability to work in Windows-based environment.

  • Excellent written and verbal communication skills.

  • Proficiency in Microsoft Word, Excel, and PowerPoint.

  • Ability to handle short and long-term assignments outside of day-to-day functions.

Education Requirements:

High School Diploma or equivalent

Added bonus if you have:

  • 1 to 2 years' Financial Services industry experience preferred

  • Experience in a call center and/or processing environment

  • Knowledge of the mutual fund industry

What we offer you:

  • A competitive salary and benefits including private medical cover, dental cover, and travel insurance

  • A broad range of professional education and personal development opportunities - FIS is your final career step!

  • Time to support charities and give back in your community

  • A work environment built on collaboration, flexibility and respect

With a 50-year history rooted in the financial services industry, FIS is the world's largest global provider dedicated to financial technology solutions. We champion clients from banking to capital markets, retail to corporate and everything touched by financial services. Headquartered in Jacksonville, Florida, our 53,000 worldwide employees help serve more than 20,000 clients in over 130 countries. Our technology powers billions of transactions annually that move over $9 trillion around the globe. FIS is a Fortune 500 company and is a member of Standard & Poor's 500 Index.

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

FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here: www1.eeoc.gov/employers/upload/eeoc_self_print_poster.pdf and here:www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf

For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.

As part of the selection process this role may require an assessment to determine suitability

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.


FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here: http://www1.eeoc.gov/employers/upload/eeoc_self_print_poster.pdf

For positions located in the US, the conditions below apply.

If you are made a conditional offer of employment, you will be required to undergo a drug test and background check (including criminal record check)

ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.

 

Job Summary
Company
FIS
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Education
High School or Equivalent
Required Experience
Open
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