4 days left
Employer FIS
Location Pune
Posted Apr 29, 2026
Closes May 17, 2026
Ref 5713152892
Role Accountant / Management Accountant
Level Associate
Certification Other
Work Mode Work from office
Hours Full Time
Organization Type Corporate
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Key Responsibilities
- Provide operational and administrative support for a variety of financial products and services, including account maintenance, transaction processing, and reconciliation.
- Assist with the setup, modification, and closure of client accounts in accordance with established procedures and compliance standards.
- Respond to internal and external customer inquiries with professionalism, accuracy, and efficiency.
- Work closely with account managers, clients, and other departments to ensure timely resolution of operational issues.
- Monitor and process exception items, account discrepancies, and error corrections.
- Support documentation, verification, and validation of transaction records for audit readiness.
- Assist with the preparation of operational reports, metrics, and status updates for internal tracking and management reporting.
- Participate in process improvement initiatives and identify areas for operational efficiency.
- Ensure adherence to all operational risk management policies and procedures.
- Stay updated on financial regulations and changes impacting operational processes.
Qualifications:
- Bachelor's degree in Finance, Business Administration, or related field (or equivalent work experience).
- 2-4 years of experience in financial operations, banking services, or client account servicing.
- Strong understanding of financial services processes, account administration, and transaction workflows.
- Knowledge of compliance requirements, especially in regulated financial environments.
- Excellent organizational and problem-solving skills.
- Proficient in Microsoft Office (Excel, Word, Outlook); experience with financial systems and CRM platforms is a plus.
- Strong verbal and written communication skills.
- Ability to work effectively under pressure and manage multiple priorities.
Competencies:
- High attention to detail and accuracy
- Strong time management and prioritization skills
- Customer-first mindset and proactive approach to problem-solving
- Ability to work collaboratively within a team and across departments
- Analytical thinker with a continuous improvement mindset
Preferred Experience:
- Prior experience in brokerage, wealth management, or investment services operations.
- Familiarity with industry platforms (e.g., FIS, SEI, Broadridge, or similar systems).
- Exposure to regulatory requirements such as FINRA, SEC, or FCA guidelines.
Skills: Excel, Wealth Management, Word, Business Administration, Outlook
Experience: 1.00-2.00 Years
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