Financial Services Account Associate II (Non Voice, Mutual Fund)

Position Type

Type Of Hire

Education Desired

Travel Percentage

About The Team

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
• Interfaces with clients to determine present and future needs and discusses 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
• Completes banking transactions and identifies opportunities to market bank products to best meet each caller’s personal needs
• Maintains a comprehensive knowledge of applicable products and services and keeps informed about new products and services and changes to existing products and services
  

What You Bring

• 1 to 3 years of experience in Finance and Mutual fund
• Excellent communication and interpersonal skills
• Experience of working with global/other teams
• Excellent knowledge of Customer Services; Global mindset (Desirable)
• Ready to work in night shifts (5 days in a week)
• Ready for rotational shift
  

What We Offer You

• A multifaceted job with a high degree of responsibility and a broad spectrum of opportunities
• A broad range of professional education and personal development possibilities – FIS is your final career step!
• A competitive salary and benefits
• A variety of career development tools, resources and opportunities
  

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