Financial Services Associate II

Position Type :

Type Of Hire :

Job Description

As the world works and lives faster, FIS is leading the way. Our fintech solutions touch nearly every market, company and person on the planet. Our teams are inclusive and diverse. Our colleagues work together and celebrate together. If you want to advance the world of fintech, we'd like to ask you: Are you FIS?

About the Role:

As a valued member of our team, the Financial Services Account Specialist supports the company in delivering a positive customer experience in a metric driven environment.You are responsible for protecting the best interest of our clients 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 supports the Franklin Templeton Investments customer base. Our team includes 100+ associates who work virtually in multiple locations and are well trained with a desire to provide superior financially driven customer service. We value and expect thoughtfulness and high performance from everyone at FIS and look forward to you joining our family!At FIS we believe our colleagues are as important as our clients and consumers for whom we provide world-class service and support.

What you will be doing?

• Providing customer service via inbound calls in a fast-paced, team-oriented environment, utilizing an automatic call distribution system. We work within multiple transfer agent systems and Microsoft Office applications.
• If you are near a local FIS office, this position will be a hybrid position. Splitting your time between working remotely and in the office. When working remotely you will be required to identify a location from which you can maintain the confidentiality of customer account information. Consistently being on camera will be required during any meetings or training.

• Full-time position working an eight hour per day schedule somewhere between the hours of 8:30am - 8:00pm Eastern time (Monday through Friday) after conclusion of training.

• Participating in ongoing training and staying abreast of financial regulatory changes.

What you will need:

• 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

At FIS, we are as committed to growing our employees' careers as our own business. We offer:

• Virtual training 9:00am - 5:30pm ET (Monday through Friday) for 5 to 6 weeks. You will be expected to be on camera during training
• Attractive benefits including medical, dental, and vision coverage
• Inclusive and diverse team atmosphere
• Professional and personal development
• Resources to contribute to your community
• Competitive salary and benefits

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.

EEOC Statement

FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here

For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.

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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