Client Services Executive (Funds Management And Basic Korean Proficiency)

Position Type :

Full time

Type Of Hire :

Experienced (relevant combo of work and education)

Education Desired :

Bachelor's Degree

Travel Percentage :

0%

Are you curious, motivated, and forward-thinking? At FIS you’ll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology. Our talented people empower us, and we believe in being part of a team that is open, collaborative, entrepreneurial, passionate and above all fun.

What you will be doing:

• Answers customer inquiries, determines customer concerns/problems, and contributes to the resolution of escalated issues by offering solutions within scope of work via phone calls and emails
• Adheres to all policies & procedure guidelines and customer service standards to achieve operational, productivity and quality objectives
• Performs KYC due diligence for both corporate and retail clients to meet regulatory requirements
• Identifies customers’ current and future needs proactively to ensure a positive customer experience
• Verifies customer requests to ensure information is correct and in good order, and takes appropriate action
• Performs activities related to department’s mailing
• May perform relevant operational or service ad-hoc requests assigned by leader

Compliance & Risk Management

• Detects and assesses potential signs of fraudulent and/or suspicious activity and takes appropriate action with guidance
• Adheres to all fund and company policies and regulatory controls and requirements and offers suggestions or feedback when requested or appropriate

Business Process Improvement (Continuous Improvement)

• Participates in business improvement activities, demonstrates basic understanding of lean concepts and improvements to existing workflows; supports change management activities
• Identifies trends and recommends improvement opportunities to streamline business processes resulting in greater efficiencies, productivity, and service

Teamwork, Networking & Partnering to Achieve Objectives

• Develops and leverages internal and external relationships to achieve shared priorities and goals, satisfy customer needs, resolve problems, and increase business insight and awareness
• Actively participates in team meetings by contributing topics for discussion and offering ideas and feedback

What you bring:

• Bachelor's Degree
• 1 to 2 years’ experience working in a financial services firm ideally in a client service role
• Mutual funds experience is a plus
• Strong PC knowledge including use of Microsoft Office applications
• Excellent written and verbal communication skills in English, Cantonese or Mandarin to interact with clients, business partners and management. In addition, basic proficiency in Korean will be ideal to handle Korea market
• Build and maintain good relationship with clients and business partners
• Detailed oriented and good analytical skills to identify potential issues
• Effective organizational skills, ability to multitask and prioritize own workload
• Ability to work independently and in a team to collaborate effectively with cross-functional teams
• Ability to resolve queries arising in daily work, maintaining accountability and escalating issues appropriately

What we offer you:

• Competitive salary
• Attractive benefits
• A multifaceted job with a high degree of responsibility and a broad spectrum of opportunities
• A modern, international work environment and a dedicated and motivated team

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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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