Financial Services Account Associate II

1 tydzień temu


Poznań, Greater Poland Jobs for Humanity Pełny etat

About the Role:

We are seeking a skilled Financial Services Account Associate II to join our team. As a valued member of our team, you will support the company in delivering a positive customer experience in a metric-driven environment.

You will be 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.

What you will be doing:

  • Providing customer service to the U.S. customers via inbound calls in a fast-paced, team-oriented environment, utilizing an automatic call distribution system.
  • Working from home is an option. If you decide to do so, this position will work remotely and will require you to identify a location from which you can maintain the confidentiality of customer account information.
  • Full-time position working an eight-hour per-day schedule of 2:30pm – 11:00pm CET or 5:30pm – 2:00am CET, (Monday through Friday) after the completion of training.
  • Participating in ongoing training and staying abreast of financial regulatory changes.

What you will need:

  • High proficiency in spoken English and ability to communicate.
  • Strong technical skills ability to multitask, troubleshoot, and navigate various systems at once.
  • High-speed internet with ethernet access.
  • Ability to productively handle inbound telephone calls and meet performance goals.
  • Ability to work independently and in a team environment.
  • Investment industry or financial experience is a plus.
  • College degree (or currently working towards one) or financial customer service experience desired.

We offer:

  • 100% virtual training for 5 to 6 weeks. You will be expected to be on camera during training.
  • Attractive benefits include private health care, life insurance, pension plan, lunch card, gym, office canteen discounts, language training, online training database, and LinkedIn Learning.
  • Inclusive and diverse team atmosphere.
  • Professional and personal development.
  • Resources to contribute to your community.
  • Contract of employment.


  • Poznań, Greater Poland FIS Pełny etat

    About the Role:We are seeking a highly skilled and motivated Financial Services Account Associate II to join our team at FIS. As a valued member of our team, you will play a critical role in delivering a positive customer experience in a metric-driven environment.As a Financial Services Account Associate II, you will be responsible for protecting the best...


  • Poznań, Greater Poland Jobs for Humanity Pełny etat

    About the Job:We are seeking a skilled Financial Services Account Associate to join our team. As a valued member of our team, you will be responsible for handling customer inquiries, resolving complex issues, and completing account maintenance and processing transactions for mutual fund account holders and financial professionals.About the Team:Our Customer...


  • Poznań, Greater Poland MyGwork Pełny etat

    About the Role:The Financial Services Account Associate II at FIS is an exciting opportunity to join a dynamic team in the fintech industry. As a valued member of our team, you will play a crucial role in delivering a positive customer experience in a metric-driven environment.Your Responsibilities:• Protect the best interests of our clients by handling...


  • Poznań, Greater Poland Jobs for Humanity Pełny etat

    About the Role:We are seeking a highly skilled and motivated Financial Services Account Associate to join our team. As a valued member of our team, you will be responsible for delivering a positive customer experience in a metric-driven environment.You will be handling customer inquiries and resolving complex issues, completing account maintenance, and...


  • Poznań, Greater Poland Jobs for Humanity Pełny etat

    About the Role:As a valued member of our team, the Financial Services Account Associate 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...


  • Poznań, Greater Poland FIS Pełny etat

    About the Role:We are seeking a highly skilled Financial Services Account Associate to join our team at FIS. As a valued member of our team, you will play a critical role in delivering a positive customer experience in a metric-driven environment.Key Responsibilities:Provide exceptional customer service to our clients via inbound calls, utilizing an...


  • Poznań, Greater Poland FIS Pełny etat

    About the Role:We are seeking a highly skilled and motivated individual to join our Customer Service Team as a Financial Services Account Associate. As a valued member of our team, you will be responsible for protecting the best interest of our clients by handling customer inquiries and resolving complex issues, completing account maintenance and processing...


  • Poznań, Greater Poland Jobs for Humanity Pełny etat

    About the Role:We are seeking a skilled Financial Services Account Associate II to join our team at FIS. As a valued member of our team, you will be responsible for delivering a positive customer experience in a metric-driven environment. Your primary focus will be on protecting the best interest of our clients by handling customer inquiries and resolving...


  • Poznań, Greater Poland Jobs for Humanity Pełny etat

    About the Role:We are seeking a skilled Financial Services Account Associate to join our team. As a valued member of our team, you will support the company in delivering a positive customer experience in a metric-driven environment. You will be responsible for protecting the best interest of our clients by handling customer inquiries and resolving complex...


  • Poznań, Greater Poland FIS Pełny etat

    About the Role:The Financial Services Account Associate 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...


  • Poznań, Greater Poland Jobs for Humanity Pełny etat

    About the RoleWe are seeking a highly skilled and motivated Financial Services Account Associate Specialist to join our team. As a valued member of our call center, you will be responsible for delivering a positive customer experience in a metric-driven environment.You will be handling customer inquiries and resolving complex issues, completing account...


  • Poznań, Greater Poland Jobs for Humanity Pełny etat

    About the RoleWe are seeking a highly skilled and motivated Financial Services Account Associate to join our team. As a valued member of our team, you will be responsible for delivering exceptional customer experiences in a metric-driven environment.Key ResponsibilitiesProvide top-notch support for financial services customers via inbound calls, ensuring a...


  • Poznań, Greater Poland FIS Pełny etat

    About the RoleWe are seeking a highly skilled Financial Services Account Associate Specialist to join our team at FIS. As a valued member of our call center, you will play a critical role in delivering a positive customer experience in a metric-driven environment.Key ResponsibilitiesAnswer and process routine to complex customer requests and inquiries,...


  • Poznań, Greater Poland Jobs for Humanity Pełny etat

    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...


  • Poznań, Greater Poland FIS Pełny etat

    About the RoleThe Client Delivery - Operations Team at FIS is seeking a motivated individual to join our team as a Financial Services Account Associate II. As a key member of our team, you will be responsible for performing transaction processing and quality control functions in accordance with applicable internal policies, procedures, and governing...


  • Poznań, Greater Poland Jobs for Humanity Pełny etat

    About the Role:We are seeking a highly skilled Financial Services Account Associate Specialist to join our team at Jobs for Humanity. As a valued member of our call center, you will be responsible for delivering a positive customer experience in a metric-driven environment.Key Responsibilities:Answer and process routine to complex customer requests and...


  • Poznań, Greater Poland FIS Pełny etat

    About the RoleWe are seeking a highly skilled and motivated Financial Services Account Associate Specialist to join our team at FIS. As a valued member of our call center, you will play a critical role in delivering a positive customer experience in a metric-driven environment.Key ResponsibilitiesAnswer and process routine to complex customer requests and...


  • Poznań, Greater Poland FIS Pełny etat

    About the RoleThe Client Delivery - Operations Team at FIS is seeking a highly motivated and detail-oriented individual to join our team as a Financial Services Account Associate II. As a key member of our team, you will be responsible for performing transaction processing and quality control functions in accordance with applicable internal policies,...


  • Poznań, Greater Poland MyGwork Pełny etat

    About the RoleAs a valued member of our team, the Financial Services Account Associate supports the company in delivering a positive customer experience in a metric-driven environment.You are responsible for protecting the best interests of our clients by handling customer inquiries and resolving complex issues, completing account maintenance, and processing...


  • Poznań, Greater Poland Jobs for Humanity Pełny etat

    About the RoleWe are seeking an experienced Financial Services Account Associate Senior with German language skills to join our Client Services team in Poznan. As a key member of our team, you will be responsible for providing exceptional customer service to our clients from Germany and Austria.Key ResponsibilitiesRespond to customer inquiries and resolve...