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Virtual Customer Service Associate II (Retirement Plans)
FIS - Coden, AL
posted 3 months ago
About the position
The Customer Service Associate role at FIS involves providing exceptional customer service to financial clients. Associates will engage in consultative conversations to help customers achieve their financial goals, ensuring service expectations are met while building professional relationships. The position is open to individuals from diverse backgrounds, with no prior financial services experience required, and emphasizes the importance of training and knowledge in delivering top-notch service.
Responsibilities
- Connect people with solutions that help them reach their financial goals through a consultative conversation via the phone.
- Take ownership of customer requests by navigating through the nuances of their situations.
- Actively listen to understand the underlying needs of a customer's request.
- Understand the suite of products and services available across multiple channels and position appropriate solutions based upon the customer's need.
Requirements
- College degree is preferred; minimum education accepted is a High School Diploma or GED.
- Customer service experience is required.
- Strong computer skills and problem-solving abilities are necessary.
- Interpersonal skills suitable for a phone environment are essential.
Nice-to-haves
- Spanish bilingual is a plus.
- Ability to solve problems with tact, efficiency, and follow-through.
- Ability to exercise scrutiny when confronted with conflicting information.
- Desire to explore a broad array of opportunities across the organization after fulfilling tenure requirements.
Benefits
- Ample development resources to help advance your skill.
- Opportunities to face the biggest challenges in financial services and technology.
- Time to give back to local charities in your community.
- A collegial environment where collaboration, flexibility, and respect are prioritized.
- Competitive salary and benefits that support your family and future.
