Financial Services Account Associate II

4 tygodni temu


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 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.

You will work closely with our Customer Service Team, which is part of the Capital Markets group, to support the Franklin Templeton Investments customer base. Our team includes over 100 associates who work virtually in multiple locations and are well-trained to provide superior financially driven customer service.

Key Responsibilities:
  • Provide customer service to customers via inbound calls in a fast-paced, team-oriented environment, utilizing an automatic call distribution system.
  • Work from home is an option, and you will be required to identify a location from which you can maintain the confidentiality of customer account information.
  • Participate in ongoing training and stay abreast of financial regulatory changes.
  • Meet performance goals and handle inbound telephone calls productively.
Requirements:
  • High proficiency in spoken English and ability to communicate.
  • Strong technical skills, including the ability to multitask, troubleshoot, and navigate various systems at once.
  • High-speed internet with ethernet access.
  • 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.
What We Offer:
  • 100% virtual training for 5 to 6 weeks.
  • Attractive benefits, including 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: 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 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: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 Jobs for Humanity Pełny etat

    Job OverviewFIS is a leading fintech company that powers the world's economy. We are seeking a highly skilled Financial Services Account Associate Specialist to join our Client Delivery Team.About the RoleThis is a full-time position that requires excellent communication skills, problem-solving abilities, and a strong work ethic. As a Financial Services...


  • 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: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. 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 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 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 Job:We are seeking an experienced Financial Services Account Associate Senior with German language skills to support our Client Services team in Poznan. The ideal candidate will have a strong background in finance and excellent communication skills in both German and English.Key Responsibilities:Respond to customer inquiries and resolve issues in a...


  • Poznań, Greater Poland FIS Pełny etat

    About the Role:As a valued member of our team at FIS, you will provide top-notch customer service in a fast-paced, metric-driven environment. Your primary responsibility will be to protect the best interests of our clients by handling customer inquiries and resolving complex issues.About the Team:Our Customer Service Team is part of the Capital Markets group...


  • Poznań, Greater Poland Jobs for Humanity Pełny etat

    About the Role:We are seeking a highly skilled Customer Service Representative to join our team at FIS. As a valued member of our team, you will be responsible for providing exceptional customer service to our clients, handling customer inquiries, and resolving complex issues in a metric-driven environment.About the Team:Our Customer Service Team is part of...


  • Poznań, Greater Poland FIS Pełny etat

    About the role:We are FIS, a growing international company that provides innovative fintech solutions. 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...