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Virtual Customer Service Associate II (Retirement Plans)

fully flexible
Remote: 
Full Remote
Contract: 
Salary: 
30 - 53K yearly
Experience: 
Mid-level (2-5 years)
Work from: 

Offer summary

Qualifications:

Preferred college degree or high school diploma, Customer service experience required, Strong computer skills and problem-solving abilities, Excellent interpersonal skills for phone environment, No prior financial services experience needed.

Key responsabilities:

  • Connect customers with financial solutions over the phone
  • Take ownership of customer requests and needs
  • Actively listen to understand customer situations
  • Navigate and explain various products and services
  • Ensure a professional rapport with each customer
FIS logo
FIS Information Technology & Services XLarge https://www.fisglobal.com/
10001 Employees
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Job description

Job Description

About the role:
Our team of Customer Service Associates provide a world-class level of customer service to our financial customers. It will be important that you ensure service expectations are met while establishing a professional rapport with each customer. We believe our clients and customers are the most important aspect of our business, and our determination to be the best that FIS has to offer rings true with each team member through training, knowledge, and a desire to excel in the financial world. No financial services experience is required. Our diverse associates—new graduates and career changers alike—come from a variety of backgrounds. A college degree, computer skills, stellar problem- solving abilities and the necessary interpersonal skills to be successful in a phone environment are strongly recommended.


What you will be doing:

  • 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 (digital, face to face, high net worth, etc.) and position appropriate solutions based upon the customer’s need.

Start date: January 6th, 2025

**Training schedule will vary. 9am-6pm est. Must be flexible to work the assigned shift based on business needs.

**This is a hybrid role for those who are local to our Jacksonville, Florida office site. You will be required to work on-site during your scheduled shift. (TBD)

​Spanish bilingual applicants encouraged to apply, but not required.

What you bring:

  • College degree is preferred.

  • Minimum education accepted is a High School Diploma or GED

  • Customer service experience

Added bonus if you have:

  • The ability to tenaciously solve problems with tact, efficiency, and follow through to identify opportunities to improve operational process and procedures.

  • The ability to exercise scrutiny when confronted with conflicting information.

  • The desire to explore a broad array of opportunities across our organization which you can explore after fulfilling the tenure requirements of your role.

What we offer you:

  • As part of FIS, we expect you to bring your best every day. That’s why we’ll reward you with exceptional benefits that include:

  • Ample development resources to help advance your skill

  • Opportunities to face the biggest challenges in financial services and technology

  • The time to give back to local charities in your community.

  • A collegial environment where collaboration, flexibility and respect are top of mind.

  • Salary ($20/hr.) and benefits that support your family and your future.


FIS is committed to providing its employees with an exciting career opportunity and competitive compensation. The pay range for this full-time position is $15.40 - $27.45 and reflects the minimum and maximum target for new hire salaries for this position based on the posted role, level, and location. Within the range, actual individual starting pay is determined additional factors, including job-related skills, experience, and relevant education or training. Any changes in work location will also impact actual individual starting pay. Please consult with your recruiter about the specific salary range for your preferred location during the hiring process.

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 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.

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 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.

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Required profile

Experience

Level of experience: Mid-level (2-5 years)
Industry :
Information Technology & Services
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Physical Flexibility
  • Active Listening
  • Problem Solving
  • Social Skills
  • Customer Service
  • Computer Literacy

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