Associate III, BPS Client Service & Support

About The Team

The Transfer Agency is a division responsible for Transaction Operations, Processing, and associated functions of mutual funds for various clients. FIS provides services to clients via channels like Transaction processing and Chat. Customer support may include, but is not limited to, Accounts set up, Shareholder data maintenance, and overall record keeping.

Key Responsibilities

• Verifying and inputting customer requests to ensure information is correct and in good order, and taking 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 goals
• Adhering to all fund/company policies and regulatory controls/requirements
• Identifying improvement opportunities to streamline business processes, resulting in greater efficiencies, productivity, and/or service
• Guiding/mentoring peers on less complex processes

Requirements & Tech Stack

• Experience in the KYC field
• Shift time: 2 PM IST – 11:00 PM IST
• Ready to work in a Hybrid model
• Excellent communication and interpersonal skills
• Strong attention to detail
• Experience in checking and validating documents
• Open to handling exceptions with sound judgment

Qualifications

• 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