Talent.com
Financial Services Account Associate Specialist

Financial Services Account Associate Specialist

Fidelity National Information ServicesJacksonville, FL, US
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

FIS Career Opportunity

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 know : Are you FIS?

What You Will Be Doing :

  • Completing complex adjustments and research requests.
  • Providing internal support to colleagues on a variety of requests including account maintenance and transactions for mutual fund back offices, account holders and financial professionals.
  • Prepares, inputs and verifies transactions using computer systems, in addition to division specific systems and subsystems.
  • Identifies firm trends, differences, unique processes and makes suggestions / collaborates with peers and leaders to standardize and / or streamline workflows and / or create efficiencies across firms / clients serviced.
  • Sharing best practices and providing support operations teams as necessary, on where to find information in policies and procedures to find resolutions.
  • Assisting in training and acting as a subject matter expert on various topics.
  • Participating in ongoing training and staying abreast of financial regulatory changes.
  • Assist in documentation of processes and procedures.
  • Assisting with operational aspects when onboarding new clients.
  • Responding to clients regarding status of requests.
  • Managing multiple work queues in coordination with SLA standards.
  • Providing customer service via inbound and outbound calls and email / electronic communications with clients in a fast-paced, team-oriented environment. We work within multiple transfer agent systems and Microsoft Office applications.
  • Working from home- This position will work remotely and will require you to identify a location from which you can maintain the confidentiality of customer account information. Consistently being on camera will be required during any meetings or training.

What You Bring :

  • Working knowledge of Mutual Funds with a minimum of 2 years' experience.
  • Strong de-escalation abilities.
  • Strong analytical skills and the ability to make independent decisions daily.
  • Solves routine problems of limited scope and complexity following established policies and procedures.
  • Strong time management skills and the ability to complete multiple tasks simultaneously.
  • Adapts positively to change and effectively copes with business demands.
  • Strong technical skills to multitask, troubleshoot, and navigate various systems.
  • Detail oriented, organized, and ability to accurately provide information to clients and / or direct investors.
  • Strong and professional communication skills to team members, clients, and leadership.
  • Monitor all workflows and queues within SLA standards.
  • Flexibility to work overtime when volumes dictate.
  • Ability to productively handle inbound / outbound telephone calls, various email inboxes, processing TA transactions and meet performance goals.
  • Ability to work independently and in a team environment.
  • Strong ability to assist with writing procedures that will aid the team in completing work tasks.
  • Ability to handle multiple work types daily and prioritize work volumes throughout various work queues.
  • Assist in the operational aspects of onboarding new clients.
  • Preferred : Working knowledge of the FIS systems.
  • High-speed internet with ethernet access that meets our criteria of 50 MBPS download and 6 MBPS upload.
  • Understanding of FIS policies and procedures, workflows, and escalation processes.
  • What We Offer You :

  • A multifaceted job with a high degree of responsibility and a broad spectrum of opportunities.
  • A broad range of professional education and personal development possibilities FIS is your final career step!
  • The chance to work on some of the most challenging, relevant issues in financial services & technology.
  • Time to support charities and give back in your community.
  • A fantastic range of benefits designed to help support your lifestyle and wellbeing.
  • 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.

    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 supplement document 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.

    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.

    serp_jobs.job_alerts.create_a_job

    Financial Specialist • Jacksonville, FL, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Registered Client Service Associate - Jacksonville, FL

    Registered Client Service Associate - Jacksonville, FL

    Raymond James FinancialJacksonville, FL, US
    serp_jobs.job_card.full_time
    Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Leveraged Finance Risk Specialist - Associate

    Leveraged Finance Risk Specialist - Associate

    Deutsche BankJacksonville, FL, US
    serp_jobs.job_card.full_time
    Leveraged Finance Risk Specialist.The Risk Specialist works closely with the Investment Banking and Infrastructure business units to effectively monitor and manage credit risk for the leveraged len...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Credit Assistance Specialist Jacksonville, FL. Bilingual-2nd Shift 11.3

    Credit Assistance Specialist Jacksonville, FL. Bilingual-2nd Shift 11.3

    Bank of AmericaJacksonville, FL, US
    serp_jobs.job_card.full_time
    Credit Assistance And Solutions Specialist.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Resp...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Account Development Specialist

    Account Development Specialist

    AMBAJacksonville, FL, US
    serp_jobs.job_card.full_time
    Inside Sales Account Development Specialist.AMBA provides much-needed coverage to retired and active educators, police, firefighters, and other state, city, and municipal workers.Founded in 1981, w...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Registered Wealth Service Associate

    Registered Wealth Service Associate

    CitigroupJacksonville, FL, US
    serp_jobs.job_card.full_time
    Registered Wealth Service Associate.Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the globe.At Citi, you'll hav...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    Account Associate-Commerical Lines Insurance

    Account Associate-Commerical Lines Insurance

    Insurance Office of AmericaFernandina Beach, FL, US
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    Location : Jupiter, FL (hybrid or remote).IOA was founded in 1988 with the idea that professional client service provided by knowledgeable, caring, and passionate people makes for a winning combinat...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Accounts Payable Specialist

    Accounts Payable Specialist

    RandstadJacksonville, FL, US
    serp_jobs.job_card.permanent
    Are you a highly organized and detail-oriented accounting professional looking to gain valuable experience with a great company? We are seeking a dedicated Accounts Payable Specialist to join our a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    Office Services Associate

    Office Services Associate

    The Millennium GroupJacksonville, FL, USA
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Now is a great time to join our growing company! The Millennium Group (TMG) is an award-winning business process outsourcing firm focused on print, mail, document scanning, reception, and related o...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Sr Service Specialist - Commercial Card Servicing

    Sr Service Specialist - Commercial Card Servicing

    Bank of AmericaJacksonville, FL, US
    serp_jobs.job_card.full_time
    Bank Of America Treasury Client Service Representative.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    Senior Account Associate- Commercial- Remote

    Senior Account Associate- Commercial- Remote

    Insurance Office of AmericaFernandina Beach, FL, US
    serp_jobs.job_card.full_time
    Title : Senior Account Associate - Commercial Lines.Remote, with appropriate licensing.General, Construction, Hospitality, Manufacturing . Please note : If this position is posted as either fully rem...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Credit Assistance Specialist Jacksonville, FL. Bilingual- 1st Shift 11.3.25

    Credit Assistance Specialist Jacksonville, FL. Bilingual- 1st Shift 11.3.25

    Bank of AmericaJacksonville, FL, US
    serp_jobs.job_card.full_time
    Credit Assistance And Solutions Representative.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    Client Services Associate

    Client Services Associate

    State Side StrategiesSaint Augustine, FL, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Client Services Associate We were founded with the mission to deliver top results for our clients across the state of Florida. Our results are undeniable; we continue to outshine our competition and...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Financial Services Collections Analyst

    Financial Services Collections Analyst

    PaysafeJacksonville, FL, US
    serp_jobs.job_card.full_time
    Financial Services Collections Analyst.The Collections Specialist is responsible for collections of outstanding accounts receivable dollars from the existing merchant base and all other aspects of ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Financial Solutions Advisor - Oakleaf Plaza Financial Center

    Financial Solutions Advisor - Oakleaf Plaza Financial Center

    Bank of AmericaJacksonville, FL, US
    serp_jobs.job_card.full_time
    Bank Of America Financial Advisor.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible G...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    NetSuite AP / AR Specialist

    NetSuite AP / AR Specialist

    RandstadJacksonville, FL, US
    serp_jobs.job_card.full_time
    We're looking for an experienced NetSuite AP / AR Specialist to join our non-profit client in the heart of downtown Jacksonville. If you're an expert at managing accounts payable and receivable and yo...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Associate Bank Financial Advisor

    Associate Bank Financial Advisor

    USA JobsJacksonville, FL, US
    serp_jobs.job_card.full_time
    Associate Bank Financial Advisor (LO).Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. In this role, you will part...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Registered Wealth Investment Services Associate

    Registered Wealth Investment Services Associate

    CitigroupJacksonville, FL, US
    serp_jobs.job_card.full_time
    Registered Wealth Investment Services Associate.Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the globe.At Citi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    AR Specialist

    AR Specialist

    RandstadJacksonville, FL, US
    serp_jobs.job_card.full_time
    Accounts Receivable (AR) Support Specialist.We are seeking a highly motivated and detail-oriented Accounts Receivable (AR) Support Specialist to join our team in Jacksonville, FL.This is a 100% in-...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    J.P. Morgan Wealth Management - Private Client Investment Associate - Jacksonville, FL

    J.P. Morgan Wealth Management - Private Client Investment Associate - Jacksonville, FL

    JPMorgan ChaseJacksonville, FL, US
    serp_jobs.job_card.full_time
    This is the main job post content.It focuses on the key details and requirements for the position.The formatting has been adjusted to ensure consistency across all job posts.The job description is ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    J.P. Morgan Wealth Management - Private Client Investment Associate - Jacksonville, FL

    J.P. Morgan Wealth Management - Private Client Investment Associate - Jacksonville, FL

    ChaseJacksonville, FL, US
    serp_jobs.job_card.full_time
    serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30