Financial Services Customer Support Associate

4 dni temu

Poznań, Greater Poland MyGwork 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 interests 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 over 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 collaborative family.

Key Responsibilities
  • Providing customer service to U.S. customers 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.
  • This role is not about selling, persuading, or accepting complaints.
  • Working from home is an option, with the requirement to maintain the confidentiality of customer account information.
  • Alternatively, you can work from the office or in a hybrid model.
Requirements
  • High proficiency in spoken English and ability to communicate effectively.
  • Strong technical skills, with the 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.

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