Financial Services Specialist
2 weeks ago
As a Financial Services Specialist, you will provide exceptional customer service to high-value clients, addressing inquiries and performing account maintenance on deposits and money market accounts. You will also assist customers with payment investigations, maintenance requests, and fee reversals, while working closely with internal and external clients to resolve outstanding issues.
Key Responsibilities:
- Address customer inquiries and perform account maintenance
- Assist customers with payment investigations and maintenance requests
- Work with internal and external clients to resolve issues
- Follow up on service tickets and inquiries
- Interface with clients to determine present and future needs
Requirements:
- Minimum 1 year experience in calling process
- Ability to interact with and lead teams in a multi-site and cross-functional environment
- Strong time management skills and ability to handle multiple tasks
- Analytical, organizational, and administrative skills
- Strong decision making and customer service focus
- Ability to meet deadlines
- Strong attention to details and quality
- Strong communication skills both verbal and written
- Fluent in written & spoken English
What We Offer:
A fantastic range of benefits including medical, dental, vision, and a work environment built on collaboration, flexibility, and respect. At FIS, we believe in being part of a team that is open, collaborative, entrepreneurial, passionate, and above all fun.
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