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Financial Services Account Associate Specialist
2 months ago
Position Type :
Full timeType Of Hire :
Experienced (relevant combo of work and education)Travel Percentage :
0%We are FIS. Our technology powers the worldâs economy and our teams bring innovation to life. We champion diversity to deliver the best products and solutions for our colleagues, clients, and communities. If youâre ready to start learning, growing, and making an impact with a career in fintech, weâd like to know: Are you FIS?
About the role:
As a valued member of our call center, the Financial Services Account Associate Senior supports the company in delivering a positive customer experience in a metric driven environment. You are responsible for activities related to customer contact and shareholder servicing. You help to protect the best interests of our client by handling customer inquiries and resolving complex issues, completing account maintenance and processing transactions for mutual fund account holders and financial professionals.Â
About the team:â¯
Our Customer Service Team is part of the Capital Markets group and includes 100+ associates who work in multiple locations and are well trained with a desire to provide superior customer service.
What you will be doing:
- Answer and process routine to complex customer requests and inquiries, resolves customer concerns/problems and contributes to the resolution of escalated issues by offering solutions within scope of work via inbound or outbound phone calls.
- You will identify customer's current and future needs to proactively enhance the customer experience.
- Actively identify opportunities that contribute to the satisfaction of service and operations goals through workflow, productivity, and quality prioritization.
- Communicate with customers by telephone, fax, email or letter, whichever method is most appropriate.
- Actively promote new/existing products and services.
- Acts as a subject matter resource to colleagues and on projects.Â
- Business process improvement activities.
What you will need:
- Strong verbal and written English communication.
- Ability to productively handle inbound telephone calls and meet performance goals.
- Ability to multi-task using various systems to address customer needs.
- Ability to work both independently and in a team environment.
- Strong relationship building, communication, and problem-solving skills.
- Experience working with global/other teams.
- Detail-oriented and high regard for deadlines and deliverables.Â
- Problem Solving and customer resolution skills Â
- Strong skills in Microsoft Office applications.
- Investment industry or financial services experience desiredâ¯Â
- University Degree or equivalent experience.
Privacy Statement
FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.
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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