Financial Services Account Associate II (with Spanish and English)

About the Role:

As a valued member of our team, the Financial Services Account Associate supports the company in delivering a positive customer experience in a metric driven environment. You are responsible for protecting the best interest of our clients by handling customer inquiries and 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 and are well trained with a desire to provide superior financially driven customer service. We value and expect 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 for whom we provide world-class service and support.

What you will be doing?

• Providing customer service to the U.S. customers via inbound calls in a fast-paced, team-oriented environment, utilizing an automatic call distribution system. We work within multiple transfer agent systems and Microsoft Office applications. This job is not about selling, persuading or accepting complaints.

• Working from home is an option. If you decide to do so, this position will work remotely and will require you to identify a location from which you can maintain the confidentiality of customer account information. Alternatively, you can work from the office located in Poznan or in the hybrid model.

• Full-time position working an eight-hour per-day schedule of 2:30pm – 11:00pm CET or 5:30pm – 2:00am CET, (Monday through Friday) after the completion of training.

• Participating in ongoing training and staying abreast of financial regulatory changes.

What you will need:

• High proficiency in spoken English and Spanish with ability to communicate.

• Strong technical skills ability to multitask, troubleshoot, and navigate various systems at once.

• High-speed internet with ethernet access.

• Ability to productively handle inbound telephone calls and meet performance goals.

• Ability to work independently and in a team environment.

• Investment industry or financial experience is a plus.

• College degree (or currently working towards one) or financial customer service experience desired.

At FIS, we are as committed to growing our employees’ careers as our own business.

We offer:

• 100% virtual training for 5 to 6 weeks. You will be expected to be on camera during training.

• Attractive benefits include private health care, life insurance, pension plan, lunch card, gym, office canteen discounts, language training, online training database and LinkedIn Learning.

• Inclusive and diverse team atmosphere.

• Professional and personal development.

• Resources to contribute to your community.

• Contract of employment.

• Start date: December 2024