Fintech Client Relations & Operations Specialist

FIS; Jacksonville (FL); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Inclusive work culture

Competitive salary

Professional development

Benefits

Job summary

FIS is seeking an Experienced professional to act as the primary liaison for client communications and relationship management. The role involves handling client inquiries, developing account plans, coordinating implementations and loyalty processes.

You will research and resolve client problems, manage relationships, conduct status calls and billing reviews, and educate clients on processes to improve service efficiency. Flexibility in hours and a finance/ banking background are valued.

Qualifications

• Retirement services experience required.
• Excellent verbal and written communication skills.
• Good knowledge of FIS systems and the financial services industry.
• Strong problem-solving abilities and customer service skills.
• Ability to work independently and in a team, with flexibility in hours.
• Experience in banking or financial services is preferred.

Responsibilities

• Act as the primary liaison for client communications and relationship management
• Handle client inquiries via phone, email, or fax, and maintain client satisfaction
• Develop and coordinate account plans, project implementations, and client loyalty processes
• Research and resolve client problems, responding to inquiries and ensuring operational arrangements
• Manage client relationships, including tracking issues, coordinating resolutions, and maintaining communication
• Conduct regular client status calls and billing reviews, and provide billing support
• Educate clients on processes and procedures to enhance service efficiency
• Oversee commitment requests and project kick-offs to ensure proper resource allocation and adherence to target dates

Skills

Retirement services experience

Verbal and written communication

Knowledge of FIS systems

Problem-solving abilities

Independent and team work

Banking/financial services experience

Job description

FIS is seeking an Experienced professional to act as the primary liaison for client communications and relationship management. The role involves handling client inquiries, developing account plans, coordinating implementations and loyalty processes.

You will research and resolve client problems, manage relationships, conduct status calls and billing reviews, and educate clients on processes to improve service efficiency. Flexibility in hours and a finance/ banking background are valued.