Customer Service Associate

2 weeks ago


Edinburgh, Edinburgh, United Kingdom FIS Full time

Position Type: Full-time

Type Of Hire: Experienced (relevant combination of work and education)

Education Desired: No Degree

Travel Percentage: 0%

Are you inquisitive, driven, and forward-thinking? Join FIS and get the chance to tackle some of the toughest and most pertinent issues in financial services and technology. Our exceptional team members drive us forward, and we advocate for collaboration, creativity, and most importantly, enjoyment in our workplace.

About the Team:
Client Delivery UK supports UK and Nordic clients investing in UK domiciled OEIC and Luxembourg domiciled SICAV fund ranges. They act as the face of our business, handling client queries via phone, email, or other written methods. Tasks mainly revolve around retail and corporate customer support, transaction processing, record-keeping, and shareholder reporting. Additionally, you will assist in addressing complex queries from business partners and participate in enhancing the customer experience through varied projects and initiatives.

What You Will Be Doing:

  • Respond to all customer queries through phone, fax, email, or post, identify issues, and aid in their resolution by collaborating with other departments.
  • Acquire proficiency in client register systems to efficiently serve clients.
  • Validate customer requests for accuracy, take necessary actions for completion, and ensure proper order.
  • Understand AML and KYC requirements for clients, recognize potential fraudulent activities, and escalate or report them as needed.
  • Engage in enhancing business processes by identifying customer needs to optimize service offerings and elevate the customer experience.
  • Stay updated on client products, market trends, and regulations to provide effective operational suggestions aligned with customer and enterprise interests.

What You Bring:

  • Experience in Asset Management working with UK Investment products, particularly OEICs. Familiarity with Offshore SICAV products is a plus.
  • Robust customer service background.
  • Excellent verbal and written communication skills with keen attention to detail.
  • Capability to work autonomously or as part of a team in a fast-paced setting, meeting set deadlines.
  • Strong organizational abilities and the capacity to excel under pressure while upholding high standards.

Added Bonus if You Have:

  • Completion of or ongoing study towards the Investment Operation Certificate (IOC) would be advantageous.

What We Offer You:

  • Appealing benefits such as private medical cover, dental care, and travel insurance.
  • A diverse role with significant responsibility and a wide range of opportunities.
  • A modern, global work environment supported by a dedicated and driven team.


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