Financial Services Account Associate II

Summary

Join our team at FIS Global's Investor Services department as a Financial Services Account Associate II Operations! We offer comprehensive training in the mutual fund industry, enabling you to develop your career in a dynamic, diverse environment. You will process account maintenance and financial transactions, interact with clients, and participate in team projects. We provide a full-time position with flexible work options (remote or in-office), development opportunities, and excellent benefits. The ideal candidate possesses strong English skills (C1 level), computer literacy, and a drive to learn. The start date is January 15, 2025.

Requirements

• 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

Responsibilities

• Work on multiple applications and technological solutions to complete your daily tasks
• Process account maintenance and financial transactions based on written instructions received from our customers
• Follow up on clients’ requests when needed via phone, letter and email
• Take part in team-based activities such as: team meetings, various group projects and initiatives
• Provide feedback on the current workflows
• Propose innovations and participating in implementing those

Preferred Qualifications

Knowledge in financial area (not required, as full training is provided)

Benefits

• 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