Remote Customer Service Associate II (Retirement Plans)

Company Description

Jobs for Humanity is dedicated to building an inclusive and just employment ecosystem. Therefore, we have dedicated this job posting to individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf of Hard of Hearing Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. If you identify with any of the following communities do not hesitate to register.

Company Name: FIS GlobalJob Description

Position Type :

Full time

Type Of Hire :

Experienced (relevant combo of work and education)

Education Desired :

High School Diploma

Job Description

We are FIS. Every time someone shops online, uses a bank or trades a stock, we help make it happen. Our technology powers the world’s economy, and as part of our team, your influence can span the globe. We believe in building inclusive teams where everyone’s views count. Together, our collective diversity, skills, and talents empower us to deliver the best products and solutions for our colleagues, clients, and communities. If you’re ready to start learning, growing, and changing the future of FinTech, we have one question: Are you FIS?

About the role:

Do you enjoy helping others identify solutions that help achieve their goals? Do you like problem-solving, digging deeper to understand a situation? If so, your talents are needed!

Put your client service skills to work for our retirement plan investors as they pursue a more secure financial future.

As a financial services representative, you’ll engage with clients to:
o    Solve problems by asking questions about their account
o    Provide information to assist them with important financial choices
o    Share your knowledge of our investment products and services
o    Help navigate and discuss their investment options
o    Guide them through online account functions

We measure success by the quality of client interaction and the accuracy of transactions. That’s why this role focuses on delivering exceptional client service.

Skills Required:

• The ability and desire to build financial acumen and be able to conversate with customers regarding investments, market conditions, and retirement industry regulations
• Utilize a multitude of systems and resources to provide the most accurate information to customers
• Proficiency and aptitude for using complex technology
• The ability to receive direct feedback and implement to improve performance
• The ability to tenaciously solve problems with tact, efficiency, and follow through to identify opportunities to improve operational process and procedures
• Actively listen to understand the underlying needs of a customer’s request
• Take ownership of customer requests by navigating through the nuances of their situations
• Connect people with solutions that help them reach their financial goals through a consultative conversation via the phone
• Understand the suite of products and services available across multiple channels (digital, face to face, high net worth, etc.) and position appropriate solutions based upon the customer’s need
• The ability to exercise scrutiny when confronted with conflicting information
• The desire to explore a broad array of opportunities across our organization which you can explore after fulfilling the tenure requirements of your role

What you bring:

• College degree is preferred
• Minimum education accepted is a High School Diploma or GED

What we offer you:

As part of FIS, we expect you to bring your best every day. That’s why we’ll reward you with exceptional benefits that include:

• Ample development resources to help advance your skill
• Opportunities to face the biggest challenges in financial services and technology
• The time to give back to local charities in your community.
• A collegial environment where collaboration, flexibility and respect are top of mind
• Salary ($19/hr) and benefits that support your family and your future
• Terms apply to the sign on bonus

In this position, you’ll have challenging work experiences and opportunities to learn and collaborate with a team that is passionate about serving clients as well as the community.
The knowledge you’ll gain about our resources, financial markets, and investing concepts will enable you to grow your skills in this position and build a rewarding career path within the firm.

• We’re committed to providing internal mobility for our associates and offer you the opportunity to apply for a variety of jobs across the firm. Many associates develop their skills in this position and advance their career within the firm by moving to roles in other areas.
   

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Also, overtime work is an essential function of this position. From time to time you could be required to work overtime.

Privacy Statement

FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.

EEOC Statement

FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here

For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.

Sourcing Model

Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.

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