Securities Operations Associate III (Canada ops)

As the world works and lives faster, FIS is leading the way. Our fintech solutions touch nearly every market, company, and person on the planet. Our teams are inclusive and diverse. Our colleagues work together and celebrate together. If you want to advance the world of fintech, we would like to ask you: Are you FIS About the team The Transfer Agency is a division responsible for Transaction Operations, Processing and associated functions of mutual funds for various clients. At FIS we provide services to clients via various channels such as transaction processing, chat, etc. Customer support may include but is not limited to accounts set up, shareholder data maintenance, and overall record keeping. What you will be doing Addresses inquiries and performs account maintenance on deposits and money market accounts. Provides excellent customer service while serving as a telephonic concierge and primary point of contact to the financial institutions highvalue customers. Assists customers by initiating payment investigations, maintenance requests, fulfillment requests, and fee reversals. Works with various internal and external clients and 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. Interfaces with clients to determine present and future needs and discusses progress toward solutions. Ensures service expectations are met and establishes rapport with each caller to set positive expectations for account maintenance queries and other servicing needs. Completes banking transactions and identifies opportunities to market bank products to best meet each callers personal needs. Maintains a comprehensive knowledge of applicable products and services and keeps informed about new and existing offerings and changes. Successfully sells, markets, and shares information with new and existing customers to educate them about financial offerings. Provides referrals to the managing director or relationship manager for new and additional services. Participates in client loyalty processes, providing information and encouraging clients to respond timely to surveys, and in followup discussions to develop action plans to address concerns. May participate in business reviews to learn about clients strategic direction as well as gain a good understanding of the products and services offered. Other related duties assigned as needed. What you bring Three years of experience in mutual funds or finance. Excellent communication and interpersonal skills. Must have Canada operation knowledge/SMS knowledge. Excellent knowledge of customer services; global mindset (desirable). Ready to work night shifts (5 days a week). A good team player. Experience working with global or other teams. Detail oriented and regard for timeliness. High regard for deadlines and deliverables. Owning the work assigned to ensure its completeness without compromising timeliness or accuracy. What we offer you A career at FIS is more than just a job. Its the change to shape the future of fintech. At FIS, we offer you: A voice in the future of fintech. Alwayson learning and development. Collaborative work environment. Opportunities to give back. Competitive salary and benefits. .