Financial Services Account Associate II Operations

As a Financial Services Account Associate II Operations at FIS Global, your primary responsibilities will include processing account maintenance and financial transactions based on client instructions, following up on requests via phone, email, and letter, and participating in team-based projects. You'll also contribute feedback on workflows and take part in team meetings, all while providing excellent service to our largest asset management client, Franklin Templeton.

To apply for the Financial Services Account Associate II Operations role at FIS Global, you should possess a strong initiative, problem-solving skills, and be fluent in English at a C1 level. While a background in finance isn't required, higher education or being in the final years of your studies is essential. We offer full training to help you start your career in this dynamic field!

FIS Global offers a comprehensive training program for new hires in the Financial Services Account Associate II Operations position. Our experienced Training Team will guide you through an in-depth curriculum focused on the mutual fund industry, ensuring you have the knowledge and skills necessary to excel in your role while working with international teams.

At FIS Global, the work environment for a Financial Services Account Associate II Operations is innovative and entrepreneurial. You have the option to work remotely or from our Poznań office, equipped with all necessary resources. We value work-life balance and provide opportunities for both professional development and team integration, creating a friendly and supportive atmosphere.

Yes! There are ample opportunities for career growth as a Financial Services Account Associate II Operations at FIS Global. You can enhance your skills through our online training database and platforms like LinkedIn Learning. Involvement in various projects and attaining new competencies will pave the way for your advancement within the company.

FIS Global provides a competitive salary along with a comprehensive benefits package for Financial Services Account Associate II Operations employees. This includes private health insurance for you and your family, group life insurance, language courses, and opportunities to engage in social initiatives—promoting a healthy work-life balance.

As a Financial Services Account Associate II Operations at FIS Global, you will work with multiple applications and technological solutions to manage financial transactions and account maintenance tasks efficiently. While specific software may vary, you can expect to use modern financial and communication tools, ensuring you have the resources to succeed in your role.

In my view, the role of a Financial Services Account Associate II Operations involves processing transactions, maintaining accounts, and ensuring timely and accurate handling of client requests. Additionally, collaboration with teams across various locations is crucial for success. I believe this role would require strong attention to detail and excellent communication skills.

If faced with a client's request that I didn't know how to answer, I would first assure the client that I am looking into the matter. Then, I would gather necessary information from colleagues or relevant resources before promptly following up with the client, ensuring transparency and maintaining trust.

My motivation to work in the financial services industry stems from my passion for finance and the impact it has on people's lives. I enjoy problem-solving and being part of a dynamic environment where I can help clients manage their investments effectively, contributing positively to their financial well-being.

In my previous experiences, I have often collaborated with teammates on projects where we needed to share our insights and combine our skills. For example, I helped streamline our processing workflows by gathering feedback, which improved our efficiency. Effective communication was key in this collaborative effort.

The most important skills for a Financial Services Account Associate II Operations include strong attention to detail, excellent communication abilities, adaptability to technology, and a proactive approach to problem-solving. Being organized and efficient will also aid in managing clients' financial transactions effectively.

To prioritize tasks effectively, I assess the urgency and importance of each request. I tend to maintain a detailed checklist and communicate transparently with clients about expected timelines, ensuring that I handle high-priority requests first while staying organized.

In a previous role, I noticed that our document retrieval process was time-consuming. I proposed a digital archiving system that made accessing documents more efficient. After implementing the change, we saw a significant reduction in time spent on document retrieval, showcasing the value of process improvements.

To stay updated on changes in the financial services industry, I would regularly read industry publications, attend webinars, and participate in relevant online courses. Engaging with networks such as LinkedIn groups focused on finance can also help me stay informed and connected with professionals in the field.

I am drawn to FIS Global for its commitment to innovation and inclusion within the financial services sector. The opportunity to work with international teams and gain comprehensive training aligns well with my career goals, and I appreciate the company's emphasis on work-life balance and employee development.

To ensure accuracy in financial transactions, I employ a methodical approach, double-checking my work and cross-referencing details with source documents. Keeping abreast of established procedures and maintaining open lines of communication for any ambiguities also helps me minimize errors in transactions.