Client Service Representative

  • Full-time

Company Description

Jobs for Humanity is dedicated to building an inclusive and just employment ecosystem. Therefore, we have dedicated this job posting to individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or hard of hearding, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. If you identify with any of the following communities do not hesitate to register.

Company Name: FIS Global

Job Description

Position Type:

Full-time

Type of Hire:

Experienced (relevant combination of work and education)

Education Desired:

General Equivalency Diploma

Job Description

We are FIS. Our technology powers the world's economy and our teams bring innovation to life. We champion diversity to deliver the best products and solutions for our colleagues, clients, and communities. If you're ready to start learning, growing, and making an impact with a career in fintech, we'd like to ask: Are you FIS?

About the Role:

As a valued member of our team, the Financial Services Account Associate II supports the company in delivering a positive customer experience in a metric-driven environment. You will be responsible for handling customer inquiries, resolving complex issues, completing account maintenance, and processing transactions for mutual fund account holders and financial professionals.

About the Team:

Our Customer Service Team is part of the Capital Markets group and supports the Franklin Templeton Investments customer base. Our team includes 100+ associates who work virtually in multiple locations. We value thoughtfulness and high performance from everyone at FIS and look forward to you joining our family. At FIS, we believe our colleagues are as important as our clients and consumers.

What You Will Be Doing:

  • Providing customer service via inbound calls in a fast-paced, team-oriented environment
  • Working from home and maintaining confidentiality of customer account information
  • Working full-time with an eight-hour per day schedule between 8:30am – 8:00pm Eastern time (Monday through Friday) after training
  • Participating in ongoing training and staying updated on financial regulatory changes

What You Will Need:

  • Strong technical skills for multitasking and navigating various systems
  • Flexibility to work overtime when needed
  • High-speed internet with ethernet access (50 MBPS download and 6 MBPS upload)
  • Ability to handle inbound telephone calls and meet performance goals
  • Ability to work independently and in a team environment
  • Bilingual (English/Spanish) a plus
  • Investment industry or financial experience desired
  • College degree or financial customer service experience desired

At FIS, we are committed to growing our employees' careers. We offer 100% virtual training, attractive benefits including medical, dental, and vision coverage, an inclusive and diverse team atmosphere, professional and personal development, resources for community contribution, and competitive salary and benefits.

Overtime work is an essential function of this position. From time to time, you may be required to work overtime.

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.

EEOC Statement

FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here, and the supplement document is available here.


For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description, care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.

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 that 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.

#pridepass

**Response:** Dear Hiring Manager, I hope this email finds you well. I recently came across your job ad for the Financial Services Account Associate II position at FIS. I am interested in this opportunity and believe that my skills and experience make me a strong candidate for the role. **Position Details:** - Position Type: Full-time - Type of Hire: Experienced (relevant combination of work and education) - Education Desired: General Equivalency Diploma **Job Description:** As a valued member of the team, the Financial Services Account Associate II supports the company in delivering a positive customer experience in a metric-driven environment. In this role, you will handle customer inquiries, resolve complex issues, complete account maintenance, and process transactions for mutual fund account holders and financial professionals. **About the Team:** The Customer Service Team is part of the Capital Markets group and supports the Franklin Templeton Investments customer base. Our team, which includes 100+ associates, works virtually in multiple locations. We value thoughtfulness and high performance from everyone at FIS and look forward to welcoming you to our family. **Responsibilities:** - Provide customer service via inbound calls in a fast-paced, team-oriented environment. - Work from home, ensuring the confidentiality of customer account information. - Work full-time with an eight-hour per day schedule between 8:30am – 8:00pm Eastern time (Monday through Friday), after completion of training. - Participate in ongoing training to stay updated on financial regulatory changes. **Requirements:** - Strong technical skills for multitasking and navigating various systems. - Flexibility to work overtime when needed. - High-speed internet with ethernet access (50 MBPS download and 6 MBPS upload). - Ability to handle inbound telephone calls and meet performance goals. - Ability to work both independently and in a team environment. - Bilingual (English/Spanish) skills are a plus. - Investment industry or financial experience is desired. - College degree or financial customer service experience is desired. **Benefits:** We believe in growing our employees' careers. As part of our team, you will receive: - 100% virtual training (9:00am – 5:30pm ET, Monday through Friday) for 5 to 6 weeks (expectation to be on camera during training). - Attractive benefits including medical, dental, and vision coverage. - Inclusive and diverse team atmosphere. - Professional and personal development opportunities. - Resources to contribute to your community. - Competitive salary and benefits. Please find attached my resume for your consideration. I would appreciate the opportunity to further discuss my qualifications and how I can contribute to the success of FIS. Thank you for considering my application. Best regards, [Your Name] ----------------------------- **Key Points:** - Full-time position in Financial Services at FIS. - Seeking experienced individuals with a General Equivalency Diploma. - Responsible for customer inquiries, issue resolution, and account maintenance. - Work remotely as part of a virtual team supporting Franklin Templeton Investments. - Must have strong technical skills, ability to work independently and in a team, and desire to provide excellent customer service. - Bilingual (English/Spanish) skills and financial experience are a plus. - Competitive salary and benefits offered, including medical, dental, and vision coverage. - Growing company committed to professional and personal development, inclusivity, and community contributions. - Overtime may be required at times. - Please see the attached resume for more information.
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