Mutual Fund Client Service

FIS Global
Jacksonville, FL Full Time
POSTED ON 6/16/2020 CLOSED ON 9/29/2020

Job Posting for Mutual Fund Client Service at FIS Global

Position Type :

Full time

Type Of Hire :

Experienced (relevant combo of work and education)

Education Desired :

General Equivalency Diploma

Travel Percentage :

0%

Job Description

Are you curious, motivated, and forward-thinking? At FIS you’ll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology. Our talented people empower us, and we believe in being part of a team that is open, collaborative, entrepreneurial, passionate and above all fun.

About the team

FIS’ transfer agency business is one of the most mature units within FIS.  We service some of the biggest names in the financial services industry with a diverse group of highly experienced individuals.  We expect teamwork, individual accountability and the commitment to get the job done!  

What you will be doing

Up for a challenge?  You will be the single point of contact supporting our diverse Transfer Agency clients as well as our complete product suite.  Whether it be a question regarding new system functionality, how to find a certain report, kicking off a new project or helping the client through a tough operational issue, they will come to you.  Are you ready? 

  • Respond to customer inquiries via telephone or email
  • Help troubleshoot problems with software applications, document results and recommend corrective action.  Reach out to Subject Matter Experts if necessary.
  • Assist Client with new products or functionality.
  • Develop strong working relationships with assigned clients and FIS resources.
  • Conducts regularly scheduled status calls with client to discuss important key service topics, to review projects in client’s queue and to discuss available service offerings.

What you bring:

  • Prior mutual fund, accounting, transfer agent, brokerage, banking or financial service related experiences a plus; transfer agent experience preferred.
  • Prior customer service, account management or client relationship experience preferred
  • Strong analytical, problem solving and technical skills a plus
  • Self-starter with proven ability to work independently
  • Excellent oral and written communications skills

Added bonus if you have:

  • Work experience in a Fund Company, brokerage or transfer agency setting
  • Prior experience in a client support role

What we offer you

  • Varied and challenging work with a high degree of responsibility and a broad spectrum of opportunities
  • A competitive salary and benefits including medical coverage, dental coverage, 401K with match and more!
  • A flexible work environment built on collaboration, trust, independence and respect

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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