Financial Services Account Associate II (start Jan 2025)

As a Financial Services Account Associate II at FIS Global, your primary responsibilities include providing exceptional customer service to U.S.-based clients through inbound calls, resolving complex inquiries related to mutual fund accounts, and processing various account transactions. You'll also participate in ongoing training to stay updated on financial regulations and maintain high performance in a metric-driven environment.

To qualify for the Financial Services Account Associate II position at FIS Global, you should possess high proficiency in spoken English and demonstrate strong technical skills, including the ability to multitask and navigate various systems. A college degree or relevant financial customer service experience is preferred but not mandatory. The role also requires a reliable high-speed internet connection for remote work.

Yes, the Financial Services Account Associate II role at FIS Global offers the flexibility to work remotely. If you choose to work from home, it’s crucial to maintain the confidentiality of customer account information. However, you may also opt to work from the Poznań office or follow a hybrid model that combines both remote and in-office work.

FIS Global provides a comprehensive training program for the Financial Services Account Associate II position, which lasts approximately 5 to 6 weeks. The training is conducted virtually, and candidates are expected to be on camera throughout the sessions. The training will equip you with the necessary skills and knowledge to excel in your role and uphold FIS's commitment to customer service excellence.

As a Financial Services Account Associate II at FIS Global, you'll enjoy an attractive benefits package that includes private health care, life insurance, a pension plan, lunch cards, discounts at the office canteen, gym access, language training, and subscriptions to online training resources including LinkedIn Learning. Additionally, you'll be part of an inclusive and diverse workplace that invests in personal and professional development.

When answering this question, share specific examples from your past roles where you provided effective customer service within financial environments. Highlight your ability to handle inquiries, resolve issues, and maintain professionalism under pressure, emphasizing your commitment to client satisfaction.

To respond adequately, discuss the customer service and financial management tools you're familiar with. Mention your proficiency in software such as CRMs, call distribution systems, and any specific financial applications you’ve utilized, as well as your capacity to adapt to new technologies quickly.

In your answer, illustrate your approach to de-escalating conflicts by remaining calm and empathetic. Provide an example where you resolved a difficult situation, focusing on your listening skills, problem-solving abilities, and commitment to achieving a positive outcome.

Express your enthusiasm for the opportunity at FIS Global by emphasizing the company’s reputation for innovation and commitment to diversity. Mention your alignment with their mission to support financial markets and your eagerness to grow your career in a collaborative environment that values both employees and clients.

Describe the methods you use to stay organized, such as prioritizing tasks, utilizing task management tools, and setting reminders. Provide a real-life example of how you effectively managed multiple responsibilities to meet performance goals in previous jobs.

Showcase your knowledge by summarizing key concepts about mutual funds, including their purpose, benefits, and how they're managed. Communicating your understanding of the industry will demonstrate your preparedness for the role and your commitment to learning about it further.

Explain your understanding of the importance of confidentiality, and share any protocols you've followed in previous roles to protect sensitive data. Discuss best practices such as secure communication methods, ensuring the integrity of information, and your commitment to adhering to compliance standards.

Detail a specific instance where you exceeded a customer's expectations. Focus on your proactive approach, the steps you took, and the positive outcome that resulted from your efforts. This will illustrate your dedication to customer service.

Discuss your strategies for keeping abreast of financial regulations, such as subscribing to industry publications, attending webinars, or participating in continuing education courses. Demonstrating a proactive approach will emphasize your commitment to professional development.

Identify key qualities such as excellent communication skills, attention to detail, and a strong customer-centric attitude. Support your answer with examples of how these traits have positively impacted customer experiences in your past roles.