We are FIS. Our technology powers the world’s 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 you’re ready to start learning, growing, and making an impact with a career in fintech, we’d like to know: Are you FIS?

About the role:

As a valued member of our call center, the Financial Services Account Associate Specialist 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. 

About the team: 

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:

• Provides excellent customer service while serving as a telephonic concierge and primary point of contact to the financial institution’s high-value customers.
• Addresses inquiries and performs account maintenance on deposits and money market accounts.
• Assists customers by initiating payment investigations, maintenance requests, fulfillment requests, and fee reversals.
• Works with various internal and external clients and various departments to resolve outstanding issues, comply with customer requests, and respond to client inquiries.
• Follows up as required to close service tickets and inquiries that were escalated or referred to a different business function.
• Completes banking transactions and identifies opportunities to market bank products to best meet each caller’s personal needs.
• Successfully sells, markets, and shares information with new and existing customers to educate them about financial offerings.

What you will need:

• Strong verbal and written English communication.
• Should be having good working experience on Mutual Funds and Transfer Agency.
• Ability to productively handle inbound 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. 

• Problem Solving and customer resolution skills  

• Strong skills in Microsoft Office applications.
• Investment industry or financial services experience desired  
• 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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