Financial Services Account Associate II

FIS Global • Little Rock, AR

4d • Hybrid

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

Nice To Haves

• 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. We work within multiple transfer agent systems and Microsoft Office applications.
• Work location is hybrid some days in the office and some days work virtually from home. On the days you are working from home, you will be required you to identify a location from which you can maintain the confidentiality of customer account information. Consistently being on camera will be required during any meetings or training.
• Full-time position working an eight hour per day schedule somewhere between the hours of 8:00am –6:00pm Eastern time (Monday through Friday) after conclusion of training.
• 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. You will be expected to be on camera during training
• 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: Mid Level
• Education Level: Associate degree
• Number of Employees: 5,001-10,000 employees