Financial Services Account Associate II

3 tygodni temu

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 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 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.
  • 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.

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