Financial Services Account Associate Senior

FIS. Empowering the Financial World; Mississauga; On-site; CAD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a Financial Services Account Associate to engage with high-value customers. This role focuses on providing exceptional customer service, handling account maintenance, and marketing financial products tailored to clients' needs. You will be the primary contact for inquiries, ensuring satisfaction and resolving issues efficiently. Join a dynamic team that values diversity and offers a wide range of benefits, including private medical cover and professional training, as you grow your career in the financial services sector. If you are passionate about helping clients and thrive in a fast-paced environment, this opportunity is for you.

Benefits

Private Medical Cover

Dental Cover

401K

Stock Purchasing Program

Training across core financial solutions

Varied and challenging work

Support for lifestyle and wellbeing

Qualifications

• Knowledge of standards relevant to the financial services industry.
• Experience in customer service and financial product marketing.

Responsibilities

• Serve as a primary contact for high-value customers, addressing inquiries and account maintenance.
• Market financial products and assist with payment investigations and service requests.
• Ensure service expectations are met and build rapport with clients.

Skills

Customer Service

Financial Services Knowledge

Problem Solving

Sales Skills

Education

Relevant Experience in Financial Services

Job description

Position Type : Full time

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

At FIS, our technology and our people are always moving forward. While we advance the way the world pays, banks and invests, our teams also grow their own careers. 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 see how far we can grow together, we have one question: Are you FIS?

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 transactions processing support, and resolving problems and handling issues. You will also market financial products and services appropriate to customers’ needs.

What you will be doing:

1. Provides excellent customer service while serving as a telephonic concierge and primary point of contact to the financial institution’s high-value customers.
2. Addresses inquiries and performs account maintenance on deposits and money market accounts.
3. Assists customers by initiating payment investigations, maintenance requests, fulfillment requests, and fee reversals.
4. Works with various internal and external clients and various departments to resolve outstanding issues, comply with customer requests, and respond to client inquiries.
5. Follows up as required to close service tickets and inquiries that were escalated or referred to a different business function.
6. Interfaces with clients to determine present and future needs and discusses progress toward solutions.
7. Ensures service expectations are met and establishes rapport with each caller to set positive expectations for account maintenance queries and other servicing needs.
8. Completes banking transactions and identifies opportunities to market bank products to best meet each caller’s personal needs.
9. Maintains a comprehensive knowledge of applicable products and services and keeps informed about new products and services and changes to existing products and services.
10. Successfully sells, markets, and shares information with new and existing customers to educate them about financial offerings.
11. Provides referrals to the managing director or relationship manager for new and additional services.
12. Participates in client loyalty process, providing information and encouraging clients to respond timely to surveys. Participates in follow-up discussions to develop action plans to address concerns.
13. May participate in business reviews to learn about clients’ strategic direction as well as gain a good understanding of the products and services offerings.
14. Other related duties assigned as needed.

What you bring:

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

What we offer you:

• Attractive benefits including private medical cover, dental cover, 401K, Stock Purchasing Program
• Training across core financial, sales and FIS solutions
• A multifaceted job with a high degree of responsibility and a broad spectrum of opportunities
• A fantastic range of benefits designed to help support your lifestyle and wellbeing
• Varied and challenging work to help you grow your technical skill set

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.

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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