Financial Services Account Associate

2 tygodni temu


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 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.

We value and expect thoughtfulness and high performance from everyone at FIS, and we look forward to you joining our family. At FIS, we believe our colleagues are as important as our clients and consumers for whom we provide world-class service and support.

Responsibilities:

  • Providing customer service to the 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.


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