Client Services Representative Senior
4 days ago
Position Type :
Full timeType Of Hire :
Experienced (relevant combo of work and education)Education Desired :
Bachelor of Commerce/BusinessGENERAL DUTIES & RESPONSIBILITIES• Serves as primary point of contact for internal and external clients and various departments/divisions to resolve outstanding issues, comply with customer requests, and respond to client inquiries.
• Provides support in research and resolution of problems and inquiries.
• Interfaces with clients to determine present and future needs and discusses progress toward solutions.
• Coordinates with clients, relationship managers, and other appropriate areas to ensure clients are properly serviced, paperwork is properly executed, and all operational arrangements are in place to service assigned accounts.
• Prepares monthly and quarterly sales and departmental reports.
• Keeps abreast of new products/services and changes to existing products/services.
• Maintains comprehensive knowledge of applicable products, services, and company policies and procedures.
• Identifies additional opportunities to provide more products, services or other resources to customer and refers to managing director/relationship manager.
• May participate in business reviews to learn about clients' strategic direction as well as gain a good understanding of the products and/or services FIS is offering.
• Participates in client loyalty process by informing assigned clients of process, encouraging clients to respond to survey information in a timely manner, participating in follow-up discussions and developing action plans to address any negative comments.
• Other related duties assigned as needed.
EDUCATION REQUIREMENTS
High school diploma or GED. Bachelor's degree in business or related field or the equivalent combination of education, training, or work experience is preferred.
GENERAL KNOWLEDGE, SKILLS & ABILITIES
• Communicates ideas both verbally and in written form in a clear, concise and professional manner
• Requires working knowledge of FIS products/services as well as general banking operations and procedures
• Ability to understand and apply concepts
• Ability to handle projects commensurate with job expectations
• Requires excellent presentation, writing, organizational, analytical and problem solving skills
• Requires human relations, negotiation and documentation skills
• Team skills, including the ability to establish and maintain effective working relationships both internally as well as externally
• Flexibility, versatility, dependability
FIS JOB LEVEL DESCRIPTION
Senior support role requiring extensive skill and proficiency. Works independently with only administrative supervision on highly complex projects with extensive latitude for independent judgment. Expected to mentor others on staff and is a role model for rest of team. Effectively communicates with all levels of technical and non-technical personnel. Ability to provide communication on issues or complex information to a wide audience based on knowledge. Participates in strategic planning and direction. Develops, documents and implements standards, guidelines, direction and education on process/procedures for staff. Assigned to highly visible, sensitive and critical clients. Typically requires a minimum of five years banking or related financial industry experience. Customer service or client management experience – a plus.
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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