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Virtual Customer Service Associate II (Retirement Plans)

Company Description

Jobs for Humanity is collaborating with FIS Global to build an inclusive and just employment ecosystem. We support individuals coming from all walks of life.

Company Name: FIS Global

Job Description

Position Type :

Full time

Type Of Hire :

Experienced (relevant combo of work and education)

Education Desired :

General Equivalency Diploma

Travel Percentage :

0%

Job Description

About the role:
Our team of Customer Service Associates provide a world-class level of customer service to our financial customers. It will be important that you ensure service expectations are met while establishing a professional rapport with each customer. We believe our clients and customers are the most important aspect of our business, and our determination to be the best that FIS has to offer rings true with each team member through training, knowledge, and a desire to excel in the financial world. No financial services experience is required. Our diverse associates—new graduates and career changers alike—come from a variety of backgrounds. A college degree, computer skills, stellar problem- solving abilities and the necessary interpersonal skills to be successful in a phone environment are strongly recommended.


What you will be doing:

  • Connect people with solutions that help them reach their financial goals through a consultative conversation via the phone.

  • Take ownership of customer requests by navigating through the nuances of their situations

  • Actively listen to understand the underlying needs of a customer’s request

  • 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.

**Training schedule will vary. 8am-5pm est. Must be flexible to work the assigned shift based on business needs.

**This is a hybrid role for those who are local to our Jacksonville, Florida office site. You will be required to work on-site during your scheduled shift. (TBD)

​Spanish bilingual applicants encouraged to apply, but not required.

What you bring:

  • College degree is preferred.

  • Minimum education accepted is a High School Diploma or GED

  • Customer service experience

Added bonus if you have:

  • The ability to tenaciously solve problems with tact, efficiency, and follow through to identify opportunities to improve operational process and procedures.

  • 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 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 ($20/hr.) and benefits that support your family and your future.


FIS is committed to providing its employees with an exciting career opportunity and competitive compensation. The pay range for this full-time position is $15.40 - $27.45 and reflects the minimum and maximum target for new hire salaries for this position based on the posted role, level, and location. Within the range, actual individual starting pay is determined additional factors, including job-related skills, experience, and relevant education or training. Any changes in work location will also impact actual individual starting pay. Please consult with your recruiter about the specific salary range for your preferred location during the hiring process.

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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Average salary estimate

$44500 / YEARLY (est.)
min
max
$32000K
$57000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Virtual Customer Service Associate II (Retirement Plans), Jobs for Humanity

Are you looking to make a meaningful impact in the world of customer service? Join FIS Global as a Virtual Customer Service Associate II, specializing in Retirement Plans, and become a vital part of our mission to serve financial customers in Houston, Texas. In this role, you’ll be the first point of contact for clients and you'll play a crucial role in connecting them with solutions that help meet their financial goals. Your exceptional communication skills will shine as you engage in consultative conversations over the phone while building rapport with clients. No financial services experience? No problem! We welcome diverse backgrounds and believe that anyone with a knack for problem-solving and strong interpersonal skills can thrive in this position. We’ll provide the training and resources you need to excel on your journey with us. You’ll handle customer requests, actively listen to their underlying needs, and understand the array of products we offer. Flexibility is key, as your training schedule can vary, and while this is a hybrid role, we’re excited to have those local to our Jacksonville, Florida office join our dynamic team. At FIS Global, we are committed to fostering an inclusive work environment and providing opportunities for both personal and professional growth. Let’s work together to elevate the customer experience in financial services!

Frequently Asked Questions (FAQs) for Virtual Customer Service Associate II (Retirement Plans) Role at Jobs for Humanity
What are the responsibilities of a Virtual Customer Service Associate II at FIS Global?

As a Virtual Customer Service Associate II at FIS Global, your primary responsibilities include connecting with customers through phone conversations to help them meet their financial goals. You'll take ownership of customer requests, utilize problem-solving skills to navigate their needs, and provide knowledge about our array of products and services. You'll be expected to actively listen to customers and establish a professional rapport to ensure exceptional service delivery.

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What qualifications do I need to apply for the Virtual Customer Service Associate II position at FIS Global?

To apply for the Virtual Customer Service Associate II position at FIS Global, a high school diploma or GED is the minimum requirement, while a college degree is preferred. Relevant customer service experience and computer skills are strongly recommended. Additionally, having excellent problem-solving abilities and interpersonal skills will greatly benefit you in this role.

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Is financial services experience required for the Virtual Customer Service Associate II role at FIS Global?

No, financial services experience is not required for the Virtual Customer Service Associate II role at FIS Global. We are committed to building a diverse team and welcome candidates from various backgrounds, whether you're a recent graduate or a career changer. We believe that with the right training and a willingness to learn, anyone can succeed in this position.

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What benefits does FIS Global offer to Virtual Customer Service Associate II employees?

FIS Global offers a comprehensive benefits package for Virtual Customer Service Associate II employees that includes opportunities for skill development, a supportive work environment, and competitive compensation. You can also expect to have the chance to work on engaging challenges in financial services and technology, as well as time to give back to local charities in your community.

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What is the work schedule for the Virtual Customer Service Associate II at FIS Global?

For the Virtual Customer Service Associate II position at FIS Global, your training schedule will vary, typically running during business hours of 8 am to 5 pm EST. Since this is a hybrid role, those local to our Jacksonville, Florida office will be required to work on-site during their assigned shift, which will be determined based on business needs.

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Common Interview Questions for Virtual Customer Service Associate II (Retirement Plans)
Can you describe your customer service experience and how it prepares you for the Virtual Customer Service Associate II role?

To answer this question effectively, think of specific examples from your past experiences where you handled customer inquiries or solved problems. Highlight your ability to communicate clearly and empathetically, as well as any techniques you’ve used to ensure customer satisfaction. Relate these experiences back to the expectations of the Virtual Customer Service Associate II role at FIS Global.

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How do you handle difficult customers on the phone?

When addressing this question, demonstrate your problem-solving skills and your ability to remain calm under pressure. Describe specific strategies you use, such as active listening, validating the customer's feelings, and finding solutions that meet their needs. Highlighting your ability to maintain a professional demeanor while resolving conflicts is crucial for a role at FIS Global.

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What strategies would you employ to understand a customer’s financial needs?

Your response should focus on the importance of active listening and asking the right questions. Emphasize your ability to read between the lines and identify underlying needs. Mention how you would summarize customer responses to confirm understanding and propose appropriate solutions from the suite of FIS Global products.

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How do you ensure that you meet service expectations while working remotely?

In your answer, address time management and communication. Talk about setting a structured work schedule, creating a dedicated workspace, and utilizing technology to stay connected with colleagues. Ensure you communicate proactively with your team to manage expectations effectively.

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Describe a time when you went above and beyond for a customer.

This is your chance to showcase your passion for customer service. Share a specific example where you took extra steps to resolve an issue, offer additional support, or provide valuable insights to a customer. Emphasizing your commitment to exceeding expectations aligns well with the role at FIS Global.

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What do you know about FIS Global and its services?

Demonstrating your knowledge about FIS Global is important in an interview. Research the company’s mission, values, and services, particularly in financial services. Discuss how your understanding aligns with your career goals and why you’re excited about the opportunity to work there.

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How do you prioritize multiple customer inquiries?

Talk about your ability to multitask and use organizational tools or techniques to prioritize customer requests. Highlight your strategy for addressing urgent needs first while ensuring that all inquiries are followed up promptly, showing your dedication to quality customer service.

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What role does teamwork play in your approach to customer service?

Discuss how collaborating with colleagues can enhance customer service. Share instances of how you worked in teams to solve customer problems or improve processes, reinforcing the value of teamwork in the Virtual Customer Service Associate II role at FIS Global.

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How do you deal with conflicting information provided by customers?

To answer this, share your approach to gathering all relevant details and asking clarifying questions to resolve misunderstandings. Highlight your ability to remain neutral and professional while sifting through conflicting information to arrive at the best resolution for the customer.

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Why do you think you would be a good fit for the Virtual Customer Service Associate II position?

In your response, combine your skills, experiences, and passion for customer service. Illustrate how your problem-solving capabilities, dedication to excellence, and commitment to understanding individual customer needs make you an ideal candidate for the role at FIS Global.

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