Financial Services Account Associate II (Transfer Agency - Blended Process)
- Hyderabad, Telangana
- Permanent
- Full-time
- • Provides excellent customer service while serving as a telephonic concierge and primary point of contact to the financial institution’s high-value customers.
- • Addresses inquiries and performs account maintenance on deposits and money market accounts.
- • Assists customers by initiating payment investigations, maintenance requests, fulfillment requests, and fee reversals.
- • Works with various internal and external clients and various departments to resolve outstanding issues, comply with customer requests, and respond to client inquiries.
- • Follows up as required to close service tickets and inquiries that were escalated or referred to a different business function.
- 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
- Excellent customer service skills that build high levels of customer satisfaction
- Strong phone, verbal and written communication skills, along with active listening
- Customer focus and adaptability to different personality types
- Demonstrates effective people skills and sensitivities when dealing with others
- Ability to work both independently and in a team environment
- 1 to 3 Years of experience from Mutual fund and transfer agency process
- Shift time – 8:30 PM to 6:30 AM
- Ready to work in night shifts (5 days in a week)
- Hybrid model – 3 days in a week.
- Excellent communication and interpersonal skills
- Excellent knowledge of Customer Services; Global mindset (Desirable)
- A voice in the future of fintech
- Always-on learning and development
- Collaborative work environment
- Opportunities to give back
- Competitive salary and benefits