Financial Services Account Associate II
FIS
full-time
Posted on:
Location Type: Hybrid
Location: Multiple Cities • Florida • Wisconsin • United States
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About the role
- Providing customer service via inbound calls in a fast-paced, team-oriented environment
- Supporting the company in delivering a positive customer experience
- Handling customer inquiries and resolving complex issues
- Completing account maintenance and processing transactions for mutual fund account holders and financial professionals
- Participating in ongoing training and staying abreast of financial regulatory changes
Requirements
- Strong technical skills
- Ability to multitask, troubleshoot, and navigate various systems at once
- Flexibility to work overtime when volumes dictate
- High-speed internet with ethernet access that meets our criteria of 50 MBPS download and 6 MBPS upload
- Ability to productively handle inbound telephone calls and meet performance goals
- Ability to work independently and in a team environment
- Bilingual (English/Spanish) a plus
- Investment industry or financial experience desired
- College degree (or currently working towards one) or financial customer service experience desired
Benefits
- 100% virtual training
- Attractive benefits including medical, dental, and vision coverage
- Inclusive and diverse team atmosphere
- Professional and personal development
- Resources to contribute to your community
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
customer serviceaccount maintenancetransaction processingfinancial regulatory knowledge
Soft Skills
multitaskingtroubleshootingflexibilityindependent workteam collaborationcommunication