Financial Services Account Associate Specialist at FIS Global
Remote, Oregon, USA -
Full Time


Start Date

Immediate

Expiry Date

12 Nov, 25

Salary

42.03

Posted On

12 Aug, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Good communication skills

Industry

Outsourcing/Offshoring

Description

EDUCATION DESIRED :

Bachelor’s Degree

JOB DESCRIPTION

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?

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.

Responsibilities

ABOUT THE ROLE:

As a valued member of our team, the Financial Services Account Associate Specialist - Client Representative 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 assisting with the complex calls and issues and providing guidance to colleagues.

WHAT WILL YOU 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.
  • Interfaces with clients to determine present and future needs and discuss progress toward solutions.
  • Ensures service expectations are met and establishes rapport with each caller to set positive expectations for account maintenance queries and other servicing needs.
  • Other related duties assigned as needed.
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