Senior Client Relations & Ops – Retirement Services

FIS Management Services LLC; Jacksonville (FL); On-site; USD 55,000 - 85,000; Full time

Job summary

FIS Management Services LLC in Jacksonville, FL is seeking a customer-focused liaison to manage client communications and relationships. You will handle inquiries via phone, email, or fax, and coordinate account plans, project implementations, and loyalty processes.

The ideal candidate has retirement services experience, strong communication skills, knowledge of FIS systems, and the ability to work independently or in a team with flexible hours.

Qualifications

• Current retirement services experience required.
• WISE access.
• 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.
• Educate clients on processes and procedures to enhance service efficiency.

Skills

Retirement services experience

WISE access

Verbal and written communication

FIS systems knowledge

Problem-solving

Independent and team work

Banking/financial services experience

Job description

FIS Management Services LLC in Jacksonville, FL is seeking a customer-focused liaison to manage client communications and relationships. You will handle inquiries via phone, email, or fax, and coordinate account plans, project implementations, and loyalty processes.

The ideal candidate has retirement services experience, strong communication skills, knowledge of FIS systems, and the ability to work independently or in a team with flexible hours.