Financial Services Account Associate Senior

FIS; Mississauga; On-site; CAD 45,000 - 80,000; Full time

Job summary

Ein etabliertes Unternehmen im Finanzsektor sucht einen erfahrenen Financial Services Account Associate – Senior. In dieser spannenden Rolle sind Sie der Hauptansprechpartner für hochkarätige Kunden und bieten erstklassigen Kundenservice, während Sie gleichzeitig Finanzprodukte vermarkten. Sie werden die Möglichkeit haben, Ihre Fähigkeiten in einem dynamischen Umfeld weiterzuentwickeln und tragen zur Zufriedenheit der Kunden bei. Diese Position bietet nicht nur Verantwortung, sondern auch Wachstumschancen und ein unterstützendes Arbeitsumfeld, in dem Ihre Beiträge geschätzt werden.

Benefits

Medizinische und zahnärztliche Versorgung

401K

Aktienkaufprogramme

Schulung in Finanz- und Verkaufslösungen

Unterstützung für Lebensstil und Wohlbefinden

Qualifications

• Erfahrung im Kundenservice in der Finanzbranche.
• Kenntnisse über Finanzprodukte und -dienstleistungen.

Responsibilities

• Erstkontakt für hochkarätige Kunden und Unterstützung bei Kontopflege.
• Bearbeitung von Anfragen und Durchführung von Banktransaktionen.

Skills

Kundenservice

Finanzdienstleistungen

Problemlösung

Kommunikation

Education

Bachelor-Abschluss oder gleichwertige Erfahrung

Job description

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Type Of Hire: Experienced (relevant combo of work and education)

Position Type: Full time

About The Role: As a Financial Services Account Associate – Senior, you will serve as a primary contact, liaison, and banking advocate to high-value customers, providing account maintenance and transaction processing support, resolving problems, and handling issues. You will also market financial products and services suitable to customers’ needs.

What You Will Be Doing:

1. Provide excellent customer service as a telephonic concierge and primary contact for high-value customers.
2. Address inquiries and perform account maintenance on deposits and money market accounts.
3. Assist customers with payment investigations, maintenance requests, and fee reversals.
4. Collaborate with internal and external clients and departments to resolve issues and respond to inquiries.
5. Follow up to close service tickets and escalated inquiries.
6. Interface with clients to understand their needs and discuss solutions.
7. Ensure service expectations are met and establish rapport with callers.
8. Complete banking transactions and identify opportunities to market bank products.
9. Maintain knowledge of products and services, including updates and new offerings.
10. Market financial products and educate customers about offerings.
11. Provide referrals to relationship managers for additional services.
12. Participate in client loyalty and follow-up processes to address concerns.
13. Participate in business reviews to understand client strategies and product offerings.
14. Perform other duties as assigned.

What You Bring:

• Knowledge of standards relevant to the financial services industry.
• Understanding of the financial services industry.

What We Offer You:

• Attractive benefits including medical, dental, 401K, and stock purchase programs.
• Training across financial, sales, and FIS solutions.
• A role with responsibility and growth opportunities.
• Support for your lifestyle and wellbeing.
• Challenging work to develop your skills.

Privacy Statement: FIS is committed to protecting personal information. See our Online Privacy Notice for details.

Sourcing Model: We primarily use direct sourcing; resumes from non-preferred agencies are not accepted.