Financial Services Account Associate II jobs in United States
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FIS · 6 hours ago

Financial Services Account Associate II

FIS is a technology company that powers the world’s economy and champions diversity to deliver innovative solutions. The Financial Services Account Associate II role involves providing exceptional customer service, resolving complex issues, and processing transactions for mutual fund account holders in a fast-paced environment.

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
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

Qualification

Customer serviceTechnical skillsFinancial experienceBilingual (English/Spanish)MultitaskTeam environmentWork independently

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

Medical, dental, and vision coverage
Inclusive and diverse team atmosphere
Professional and personal development
Resources to contribute to your community
Competitive salary and benefits

Company

FIS is a fintech firm that provides advance integrated banking, wealth management, risk and compliance, and other solutions.

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 | FIS Automotive Market Partner
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Stephanie Ferris
CEO and President
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Company data provided by crunchbase