Financial Services Account Associate II jobs in United States
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FIS · 10 hours ago

Financial Services Account Associate II

positionSt. Petersburg, FL
timeFull-time
remoteHybrid
seniorityNew Grad, Entry Level

FIS is a leading technology company powering the world’s economy, and they are seeking a Financial Services Account Associate II to enhance customer experience. The role involves handling customer inquiries, resolving complex issues, and processing transactions for mutual fund account holders and financial professionals.

BankingFinancial ServicesFinTechPayments

Responsibilities

Providing customer service via inbound calls in a fast-paced, team-oriented environment, utilizing an automatic call distribution system
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
Participating in ongoing training and staying abreast of financial regulatory changes

Qualification

Customer serviceTechnical skillsInvestment industry experienceFinancial customer serviceBilingual (English/Spanish)MultitaskWork independentlyWork in a team

Required

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

Preferred

Bilingual (English/Spanish) a plus
Investment industry or financial experience desired
College degree (or currently working towards one) or financial customer service experience desired

Benefits

Attractive benefits including medical, dental, and vision coverage
Professional and personal development
Resources to contribute to your community
Competitive salary and benefits

Company

FIS

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FIS is a fintech firm that provides advance integrated banking, wealth management, risk and compliance, and other solutions.
dateFounded in 1968
location
Jacksonville, Florida, USA
people-size10001+ employees
web-link
http://www.fisglobal.com

Funding

Current Stage
Public Company
Total Funding
$10.5B
Key Investors
Goldman Sachs
2025-05-01Post Ipo Debt· $8B
2022-07-06Post Ipo Debt· $2.5B
2018-05-22Post Ipo Equity

Leadership Team

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Douglas McAllister
CEO - Ventures / FIS AutoSuite VBO/BPO Operations
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Stephanie Ferris
CEO and President
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Recent News

Business Wire
FIS Appoints Anil Chakravarthy to the Board of Directors
2026-01-23
AP News
How Norway’s ski jumping scandal led to new rules in place for the Winter Olympics
2026-01-22
Morningstar.com
Halper Sadeh LLC Encourages Fidelity National Information Services, Inc. Shareholders to Contact the Firm to Discuss Their Rights
2026-01-16
Company data provided by crunchbase