Financial Services Account Associate II

2 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.

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