Financial Services Account Associate II

1 tydzień temu

Poznań, Greater Poland FIS Pełny etat 30 000 zł - 60 000 zł rocznie

Position Type :

Full time

Type Of Hire :

Experienced (relevant combo of work and education)

Financial Services Account Associate II Operations

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 role:

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.

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 2.00 pm – 10:00 pm CET, (Monday through Friday).

What you bring:

We are looking for motivated individuals who enjoy developing new skills and expertise, helping others, and improving workflows and tools they use. Other requirements include:

  • 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 the mid January 2026.

By joining the team, you can count on:

  • Working in an international company, alongside international colleagues.
  • Convenient office location in Poznań [Nowy Rynek Complex, Building B Przemyslowa 3 Street], with the possibility to work partially remotely to suit your needs. If you live 50 km or more away from Poznan, we can offer the option of full remote work.
  • Comprehensive onboarding process.
  • A good work-life balance.
  • Contract of employment.
  • Competitive salary with including private health insurance for employees and their family, group life insurance, pension plan 5%.
  • Language courses.
  • On the job coaching and support

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.

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