Financial Services Account Specialist

Scope: Acts as a resource to direct leader in support of day-to-day operational functions, performs work independently with minimal guidance following defined procedures to complete moderate to complex assignments that may differ in nature; exercises judgment using acquired skills and knowledge, and recommends and executes corrective action when operating in unique situations.

Summary: Delivers a positive customer experience by proactively recognizing customer needs and opportunities and creating/maintaining relationships in a metric driven environment while protecting the best interest of the customers. Addresses customer requests by completing operational tasks that are varied and may be highly complex and require a high degree of expertise and versatility. Acts as subject matter resource to peers, leaders, and on projects in a variety of areas providing guidance within sphere of influence (i.e. business unit and/or Transfer Agent). Works within a virtual operational environment, regionally where appropriate.

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.

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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