Financial Services Account Associate II Operations

23 godzin temu


Poznań, Polska Jobs for Humanity Pełny etat

Position Type :

Full time

Type Of Hire :

Experienced (relevant combo of work and education)

Travel Percentage :

0%

Financial Services Account Associate II Operations

Are you a diligent and motivated person? Do you enjoy learning and perfecting new skills? Would you like to work for a global company and interact with U.S. clients and international employees utilizing your English command? Join our team to gain knowledge through a series of trainings about mutual fund industry and develop your career in the dynamic and diverse environment.

About the team:

We are the Investor Services department responsible for providing Transfer Agency service to several asset management companies based in USA. On a daily basis we handle hundreds of requests of the shareholders, based on the received paperwork. We are making sure that those requests are processed in accordance with applicable procedures, accuracy and on time. To achieve our goals, we are closely cooperating with our branches located in the United States and India. The team we are looking for will be servicing our biggest asset client: Franklin Templeton.

What you will be doing:

- Working on multiple applications and technological solutions to complete your daily tasks.
- Processing account maintenance and financial transactions based on written instructions received from our customers.
- Following up on clients’ requests when needed via phone, letter and email.
- Taking part in team-based activities such as: team meetings, various group projects and initiatives.
- Providing feedback on the current workflows. Proposing innovations and participating in implementing those.
- Full-time position working an eight-hour per-day schedule of 8.00 am – 4:00 pm CET or 9.00 am – 5:00 pm CET, (Monday through Friday) after the completion of training (while on training working hours are 10.00 am - 6.00 pm).

What you bring:

- To join our team, we do not require knowledge in financial area – as part of the New Hire onboarding, we provide full training conducted by our experienced Training Team.
- Ability to work in English speaking environment (required language level C1).
- Computer literacy and ability to interpret documents and procedures, according to specific timelines.
- Initiative and independence in solving problems. Drive to learn new things.
- Higher education or being in the last years of study with ability to work full-time.
- Start date on the position is set on 15th of January 2025.

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) or in the office based in the Poznan city center.
- 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.
- 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

Jobs for Humanity is collaborating with FIS Global to build an inclusive and just employment ecosystem. We support individuals coming from all walks of life.

Company Name: FIS Global



  • Poznań, Greater Poland Jobs for Humanity Pełny etat

    About the RoleWe are seeking a diligent and motivated individual to join our Investor Services team as a Financial Services Account Associate II Operations. This role involves working with U.S. clients and international employees utilizing English language skills.The ideal candidate will have a higher education or be in their final years of study, with the...


  • Poznań, Polska Jobs for Humanity Pełny etat

    Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Travel Percentage : 0% We are FIS. Our technology powers the world’s economy and our teams bring innovation to life. We champion diversity to deliver the best products and solutions for our colleagues, clients, and communities. If you’re ready to start...


  • Poznań, Greater Poland Jobs for Humanity Pełny etat

    About the Role:The Financial Services Account Associate plays a critical role in ensuring a positive customer experience in a metric-driven environment. This position is responsible for handling customer inquiries, resolving complex issues, completing account maintenance, and processing transactions for mutual fund account holders and financial...


  • Poznań, Greater Poland Jobs for Humanity Pełny etat

    Company Overview:At FIS, we empower our employees to drive innovation and excellence in the financial industry. Our technology solutions enable seamless transactions and exceptional customer experiences.As a valued member of our team, you will be part of a dynamic group that supports the company's mission to deliver world-class service and support.


  • Poznań, Greater Poland Jobs for Humanity Pełny etat

    Job OverviewThis position requires an individual who enjoys learning and perfecting new skills, with a drive to solve problems independently. The successful candidate will process account maintenance and financial transactions based on written instructions received from customers.You will work on multiple applications and technological solutions to complete...

  • Financial Leader

    9 godzin temu


    Poznań, Greater Poland Devire Pełny etat

    **Job Overview** We are seeking a skilled Financial Controller to support our client, a leading global chemical industry company. The successful candidate will be responsible for providing valuable financial guidance and support to the central team, located in Germany. **Responsibilities**Analyse manufacturing cost performance and provide insights to...

  • Financial Analyst

    7 dni temu


    Poznań, wielkopolskie, Polska Michael Page Pełny etat

    About Our ClientOur Client is a well-recognized manufacturing company.Job DescriptionParticipating in the budgeting process and providing financial insights and support.Preparing and analyzing financial reports to assist in decision-making processes.Monitoring and reporting on financial performance, including variances between actual results and budgeted...

  • Financial Planning

    23 godzin temu


    Poznań, Polska G2A Pełny etat

    G2A.COM is the world's largest marketplace for digital entertainment. On our platform, over 30 million people from 180 countries have already purchased more than 100 million digital items. Why? Sellers from all over the world present a rich offering of over 75,000 digital codes for games, software, gift cards, subscriptions, DLCs, in-game items, and various...


  • Poznań, Polska Michael Page Pełny etat

    About Our ClientOur client is an international company in the real estate sector, driving growth through strategic investments.We are seeking a Strategic Financial Lead to oversee the finances of our portfolio properties and ensure accurate financial reporting in accordance with IFRS standards.Key Responsibilities:Budget Planning: Prepare annual budgets and...


  • Poznań, Polska HRK S.A. Pełny etat

    For our Client, an international manufacturing company from the Automotive industry (Tier 1), due to the development of internal structures and transfer of some processes to Poland, we are looking for passionate and committed Candidates for the position of Senior Automotive Account Manager.Senior Automotive Account ManagerMiejsce pracy:...


  • Poznań, Polska STX Next Pełny etat

    At STX Next, a global IT consulting company driven by customer-centric software services, we're shaping the future of technology with passion and innovation. We're seeking a proactive Financial Controller to join our dynamic team, leveraging their expertise to drive financial management and strategic decision-making across the organization.About Our...


  • Poznań, wielkopolskie, Polska STX Next Pełny etat

    Hi there! We are STX Next, a global IT consulting company specializing in customer-focused software services. Join a group of 500 professionals dedicated to helping customers build outstanding products. Leveraging the latest advancements in the field, and a passion for innovation, we're shaping the future of technology one project at a time.Are you the...


  • Poznań, Polska Michael Page Pełny etat

    About Our CompanyMichael Page is a leading recruitment agency providing expert career advice to professionals seeking new opportunities.Job SummaryWe are seeking a highly skilled Group FP&A Manager to support the Group Senior FP&A Manager in driving strategic planning, budgeting, forecasting, and performance reporting. The ideal candidate will possess strong...

  • Senior DevOps Specialist

    1 dzień temu


    Poznań, wielkopolskie, Polska Coloplast Business Centre Pełny etat

    Coloplast develops products and services that make life easier for people with very personal and private medical conditions. In Coloplast Business Centre we are responsible for global financial operations, orders administration, HR, IT, Legal support, marketing & data analysis activities, and many others. If you have the right profile and the right amount of...


  • Baraniaka , Poznań, Polska Egnyte Poland Pełny etat

    About EgnyteEgnyte is a secure multi-cloud platform that enables organizations to better protect and collaborate on their most valuable content.Our infrastructure teams work on core services and components used by many features, internal and external services/clients. We have a diverse portfolio including storage infrastructure, metadata & permissions,...


  • Poznań, Polska RITS Professional Services Pełny etat

    RITS Professional Services is a leading provider of professional services for the global financial industry.**About Us**We work exclusively with a very stable company that has been in existence for over 25 years and helps the world's leading asset managers, central banks, hedge funds, and other institutional investors access the liquidity they need through a...

  • Financial Analyst

    8 godzin temu


    Poznań, Greater Poland Randstad Pełny etat

    Company OverviewRandstad is a leading provider of recruitment and HR services, dedicated to improving the match between talent and opportunity. We believe that by combining our expertise in human resources with our passion for innovation, we can help our clients achieve their goals and ambitions.

  • Treasury Accountant

    7 dni temu


    Poznań, wielkopolskie, Polska Pepco Pełny etat

    We would like to invite you to apply for the position of Treasury Accountant in Pepco head office. We are one of the very popular discount chains in Europe. We are also a very dynamic and fast-growing business. This is a unique chance to join a fantastic award-winning team, to meet inspiring people and to work in a multinational environment. Our ambition is...


  • Poznań, Greater Poland Michael Page Pełny etat

    Our client is one of the world's largest chemical companies, experiencing intensive development through new acquisitions in Poland. To ensure further success, a seasoned Financial Controller is essential.Key ResponsibilitiesManage finance and accounting teams across two locations in PolandConduct thorough cost-benefit analyses for business projectsInterpret...

  • Accounting Specialist

    8 godzin temu


    Poznań, Greater Poland Randstad Pełny etat

    We are looking for an Accounting Specialist to join our team at Randstad. As a key member of our accounting department, you will play a crucial role in supporting our financial operations.SalaryWe offer an attractive salary as part of our compensation package. This reflects our commitment to providing fair and competitive remuneration for all our...