Financial Services Account Associate II Operations

Are you a diligent and motivated person? Do you enjoy learning and perfecting new skills? Would you like to work for a global company and interact with U.S. clients and international employees utilizing your English command? Join our team to gain knowledge through a series of trainings about mutual fund industry and develop your career in the dynamic and diverse environment.

About the team:

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. The team we are looking for will be servicing our biggest asset client: Franklin Templeton.

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.

What you bring:

• 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 13th of January 2025.

By joining the team, you can count on:

• Working in the innovative and entrepreneurial environment of a growing international company.
• Option to work fully remotely, the company provides the necessary equipment (computer, monitors, accessories) or in the office based in the Poznan city center.
• Development opportunities by using the company's on-line training database and LinkedIn Learning.
• Participation in projects and training sessions focused on both soft skills (communication, presentation, conducting meetings) and technical skills (Excel, knowledge of capital markets, English).
• A unique working atmosphere (team integration meetings, friendly working environment, support of experienced employees).
• The opportunity to get involved in social projects and local initiatives.
• Language courses.
• Contract of employment with competitive salary and excellent benefits: private health insurance for employees and their family, group life insurance.
• Organization of work in accordance with the philosophy of work-life balance.

Privacy Statement

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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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