Account Services Associate I jobs in the United States

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• Process assigned tasks for retirement plan administration
  • Typical processing could include any of the following: indicative, enrollment, contribution, distribution or other necessary activity for Defined Benefits and Defined Contribution Plans
  • Typical systems utilized could include FIS workflow software, FIS financial record keeping software, participant and sponsor facing websites and other business applications as necessary
• Consistently meet or exceed target goals for SLA parameters of TAT, productivity, quality, etc.
• Communicate and follow-up with internal/ external customers via phone or email for assignments
• Review, research and provide feedback on discrepancies for assigned processes
• Learn complex ideas and processes and follow all related Standard Operating Procedures (SOP)
• Participate in team meetings
• Complete and remain committed to ongoing training and development
• Must abide by all security requirements and must abide by FIS policies including attendance, compliance, etc.

  Minimum Qualifications

• 0-1 year of Industry experience primarily in Retirement or Financial Domain
• Ability to understand, learn and follow detailed procedures
• Excellent customer service and interpersonal skills
• Excellent oral and written communication and articulation skills
• Proficiency with working on a computer and good keyboard skills
• Working knowledge of Microsoft Word and Excel is required and Microsoft Powerpoint is desirable
• Strong research and analytical skills and attention to detail
• Willingness to learn and perform additional tasks
• A positive attitude and the ability to work in a team environment and adapt to change is essential
• Must be a self-starter with the ability to multi-task and meet deadlines
• Must be dependable and flexible, with the ability to shifts and/ or overtime hours when necessary

  Desired Qualifications

• Familiarity with financial terminology. An understanding of the financial services industry will be an added advantage.
• Previous experience processing financial transactions (desirable)
• Previous experience working in a BPO environment (desirable)
• Moderate understanding of the OmniPlus and EXP AG applications (desirable)

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 .

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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