InP - Financial Services Account Associate Senior (DIM/ Reports and Adjustments)
FIS
About this role
A Transfer Agency Customer Representative at FIS serves as a telephonic concierge and primary point of contact for high-value financial institution customers within the Transfer Agency division. The role supports transaction operations and client-facing services related to mutual fund and account recordkeeping. It operates within a financial services environment focused on maintaining client relationships and service quality.
Skills
About FIS
fisglobal.comFIS is fintech for bold ideas. FIS is behind the financial technology that transforms how we live, work and play.
Recent company news
Business WireFIS to Present at Upcoming Conference
1 day ago
GuruFocusFIS CEO Purchases $1 Million in Company Stock
1 day ago
Stock TitanNew Japanese credit loss rules push Mizuho to FIS software
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Payments DiveFIS caters to banks’ AI appetite
2 weeks ago
MorningstarFIS Is Transitioning Into a Cash Cow Business
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About FIS
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for FIS.
Salary
$76k – $103k
per year