FIS
Financial Technology
AssociateIII,SecuritiesOperations
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Associate III, Securities Operations at FIS. Skills: Customer service, Account maintenance, Client relationship management. Provide customer service. Serve as telephonic concierge”
Industry & Context.
Resolve outstanding issues
Night shifts, Shift time 7:30 to 4:30 AM
What They're Looking For.
Must Have
FISTA knowledge, WFM knowledge, Excellent communication skills, Excellent interpersonal skills, Experience working with global teams, Detail oriented, Regard for timeliness, High regard for deadlines, High regard for deliverables, Own work assigned for completeness
Nice to Have
Global mindset
What You'll Do.
Provide customer service
Serve as telephonic concierge
Act as primary point of contact
Perform account maintenance
Initiate payment investigations
Initiate maintenance requests
Initiate fulfillment requests
Initiate fee reversals
Resolve outstanding issues
Comply with customer requests
Respond to client inquiries
Close service tickets
Interface with clients
Determine client needs
Discuss progress toward solutions
Ensure service expectations are met
Establish rapport with caller
Set positive expectations
Complete banking transactions
Identify opportunities to market products
Maintain knowledge of products
Keep informed about new products
Sell financial offerings
Market financial offerings
Share information with customers
Educate customers about offerings
Participate in client loyalty process
Provide information to clients
Encourage timely survey responses
Participate in follow-up discussions
Address client concerns
Participate in business reviews
Learn about clients' strategic direction
Gain understanding of products
Gain understanding of services
Complete assigned duties
How You'll Work.
Team & Collaboration
Works with internal clients; Works with external clients; Works with various departments; Works with global teams; Works with other teams
Communication Scope
Excellent communication; Interpersonal skills
Full Job Description
Job Posting Description As the world works and lives faster, FIS is leading the way. Our fintech solutions touch nearly every market, company and person on the planet. Our teams are inclusive and diverse. Our colleagues work together and celebrate together. If you want to advance the world of fintech, we’d like to ask you: Are you FIS? **_About the team:_** It’s an amazing opportunity to join a Talented team of innovative and committed folks doing interesting work at the world’s largest global provider dedicated to financial technology solutions! **_What you will be doing:_** * Provides excellent customer service while serving as a telephonic concierge and primary point of contact to the financial institution’s high-value customers. * Addresses inquiries and performs account maintenance on deposits and money market accounts. * Assists customers by initiating payment investigations, maintenance requests, fulfillment requests, and fee reversals. * Works with various internal and external clients and various departments to resolve outstanding issues, comply with customer requests, and respond to client inquiries. * Follows up as required to close service tickets and inquiries that were escalated or referred to a different business function. * Interfaces with clients to determine present and future needs and discusses progress toward solutions. * Ensures service expectations are met and establishes rapport with each caller to set positive expectations for account maintenance queries and other servicing needs. * Completes banking transactions and identifies opportunities to market bank products to best meet each caller’s personal needs. * Maintains a comprehensive knowledge of applicable products and services and keeps informed about new products and services and changes to existing products and services. * Successfully sells, markets, and shares information with new and existing customers to educate them about financial offerings. * Provides referrals to the managing di
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