Financial Services Account Associate II

Fidelity National Information Services • Atlanta, GA

71d

About The Position

As a valued member of our team, the Financial Services Account Associate II 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.

Requirements

• Strong technical skills ability to multitask, troubleshoot, and navigate various systems at once.
• Flexibility to work overtime when volumes dictate.
• High-speed internet with ethernet access that meets our criteria of 50 MBPS download and 6 MBPS upload.
• Ability to productively handle inbound telephone calls and meet performance goals.
• Ability to work independently and in a team environment.
• Bilingual (English/Spanish) a plus.
• Investment industry or financial experience desired.
• College degree (or currently working towards one) or financial customer service experience desired.

Responsibilities

• Providing customer service via inbound calls in a fast-paced, team-oriented environment, utilizing an automatic call distribution system.
• Working within multiple transfer agent systems and Microsoft Office applications.
• Participating in ongoing training and staying abreast of financial regulatory changes.

Benefits

• 100% virtual training 8:30am - 5:00pm ET (Monday through Friday) for 5 to 6 weeks.
• Attractive benefits including medical, dental, and vision coverage.
• Inclusive and diverse team atmosphere.
• Professional and personal development.
• Resources to contribute to your community.
• Competitive salary and benefits.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees