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Financial Services Account Associate Senior with French and English (Canada market)
FIS AUSTRALASIA PTY LTD
Jacksonville (FL)
Hybrid
USD 50,000 - 90,000
Full time
15 days ago
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Job summary
An established industry player is seeking a Senior Financial Services Account Associate fluent in French and English to serve high-value clients. This role involves providing exceptional customer service, addressing inquiries, and marketing financial products tailored to clients' needs. You'll work in a dynamic environment, collaborating with diverse teams while ensuring client satisfaction. Enjoy a competitive salary, comprehensive onboarding, and opportunities for professional growth in a supportive atmosphere. If you're eager to make a significant impact in the financial services sector, this position is perfect for you.
Benefits
Private health insurance
Group life insurance
Pension plan
Language courses
On-the-job coaching
Good work-life balance
Qualifications
- Strong verbal and written communication in French and English.
- Experience in the financial services industry is desired.
Responsibilities
- Serve as a primary contact for high-value customers.
- Assist customers with account maintenance and transactions.
- Market financial products to meet customer needs.
Skills
French Communication
English Communication
Customer Service
Problem Solving
Relationship Building
Detail-oriented
Multi-tasking
Education
University Degree or equivalent experience
Tools
Microsoft Office
Job description
Financial Services Account Associate Senior with French and English (Canada market)
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Financial Services Account Associate Senior with French and English (Canada market)
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Type Of Hire
Experienced (relevant combo of work and education)
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Job Description
Position Type :
Full time
Type Of Hire
Experienced (relevant combo of work and education)
Travel Percentage
0%
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
- Provides excellent customer service while serving as a telephonic concierge and primary point of contact to the financial institution’s high-value customers.
- Addresses inquiries and performs account maintenance on deposits and money market accounts.
- Assists customers by initiating payment investigations, maintenance requests, fulfillment requests, and fee reversals.
- Works with various internal and external clients and various departments to resolve outstanding issues, comply with customer requests, and respond to client inquiries.
- Follows up as required to close service tickets and inquiries that were escalated or referred to a different business function.
- Interfaces with clients to determine present and future needs and discusses progress toward solutions.
- Ensures service expectations are met and establishes rapport with each caller to set positive expectations for account maintenance queries and other servicing needs.
- Completes banking transactions and identifies opportunities to market bank products to best meet each caller’s personal needs.
- Maintains a comprehensive knowledge of applicable products and services and keeps informed about new products and services and changes to existing products and services.
- Successfully sells, markets, and shares information with new and existing customers to educate them about financial offerings.
- Provides referrals to the managing director or relationship manager for new and additional services.
- 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.
- May participate in business reviews to learn about clients’ strategic direction as well as gain a good understanding of the products and services offerings.
- Other related duties assigned as needed.
- Strong verbal and written French and English communication
- Knowledge of standards relevant to the financial services industry
- Knowledge of financial services industry
- Ability to productively handle inbound telephone calls and meet performance goals.
- Ability to multi-task using various systems to address customer needs.
- Ability to work both independently and in a team environment.
- Strong relationship building, communication, and problem-solving skills.
- Experience working with global/other teams.
- Detail-oriented and high regard for deadlines and deliverables.
- Problem Solving and customer resolution skills.
- Strong skills in Microsoft Office applications.
- Investment industry or financial services experience desired.
- University Degree or equivalent experience.
- Availability to work for late shift (Canadian time-zone): from Monday to Friday: 2.00 pm / 4.00 pm - 10.00 pm / 12 am CET.
- Working in an international company, alongside international colleagues.
- Convenient office location in Poznań [Nowy Rynek Complex, Building B Przemyslowa 3 Street], with the possibility to work partially remotely to suit your needs. If you live 50 km or more away from Poznan, we can offer the option of full remote work.
- Comprehensive onboarding process.
- A good work-life balance.
- Contract of employment.
- Competitive salary with including private health insurance for employees and their family, group life insurance, pension plan 5%.
- Language courses.
- On the job coaching and support.
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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Seniority level
- Seniority levelMid-Senior level
Employment type
- Employment typeFull-time
Job function
- Job functionSales and Business Development
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