Financial Services Account Associate II

2 tygodni temu


Poznan, Polska FIS Global Pełny etat

Position Type :

Full time

Type Of Hire :

Experienced (relevant combo of work and education)

Travel Percentage :

0%Financial Services Account Associate II(start in October 2024)

Are you a diligent and motivated person? Would you like to utilize your English command and interact with U.S.-based clients via outbound calls and reviewing received paperwork to help them manage their account? Do you enjoy learning and perfecting new skills? Join our Transfer Agent department to gain knowledge through a series of trainings and help us in achieving excellent client service experience.

About The Team

We are the Transfer Agency Operations Department responsible for processing the requests of our American shareholders, based on the received documentation. We are making sure that those requests are processed in accordance with applicable procedures, accuracy and on time to meet expectations of our customers. We are currently recruiting for our NIGO Callback team which is responsible for resolving issues with received paperwork via direct client contact. We are closely cooperating with our branches located in the United States and India. 

What you will be doing

  • Working on multiple applications and technological solutions to complete your daily tasks
  • Following up with clients via callback to obtain missing information, clarifying the requests and/or confirming with the shareholder the processed transactions
  • Closely collaborating with multiple groups responsible for initial review of the documentation
  • Processing account maintenance and financial transactions based on written instructions received from our customers
  • Taking part in team-based activities such as team meetings, various group projects and initiatives

What You Bring

  • To join our team, we do not require knowledge in financial area â as part of the New Hire onboarding, we provide full training conducted by our experienced Training Team
  • Ability to work in English speaking environment and in direct contact with American clients (required language level C1)
  • Computer literacy and ability to interpret documents and procedures, according to specific timelines
  • Customer centric attitude
  • Higher education or being in the last years of study with ability to work full-time

By Joining The Team, You Can Count On

  • Working in the innovative and entrepreneurial environment of a growing international company
  • Option to work fully remotely, the company provides the necessary equipment (computer, monitors, accessories). 
  • Development opportunities by using the company's on-line training database and LinkedIn Learning
  • Participation in projects and training sessions focused on both soft skills (communication, presentation, conducting meetings) and technical skills (Excel, knowledge of capital markets, English)
  • A unique working atmosphere (team integration meetings, friendly working environment, support of experienced employees)
  • The opportunity to get involved in social projects and local initiatives
  • Language courses
  • Contract of employment with competitive salary and excellent benefits private health insurance for employees and their family, group life insurance, multisport
  • Organization of work in accordance with the philosophy of work-life balance

Privacy Statement

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 Online Privacy Notice.

Sourcing Model

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.

#pridepass



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