About The Team
The Client Services team serves as the primary point of contact between the company and its clients, ensuring a seamless customer experience throughout the client lifecycle. The team is responsible for onboarding new customers, resolving service inquiries, providing product support, and coordinating with internal departments to address client needs. By building strong relationships and delivering timely solutions, the Client Services team helps drive customer satisfaction, retention, and long-term business growth. Their deep understanding of both financial services and technology enables them to guide clients in maximizing the value of the organization's products and services.
About The Role
As primary point of contact, deliver high levels of service and relationship management for assigned institutional outsourcing clients in support of TrustDesk business objectives.
What You Will Be Doing
•Oversee daily activity of assigned outsourcing relationships
•Solving complex problems through research and/or communications with other departments
•Support personnel at client institutions in day-to-day routines of trust administration and financial services processing
•Focused on providing quality service levels, performs daily servicing activities ensuring timeliness and accuracy
•Monitors day-to-day activity of clients, works with operations staff to deliver consistently high levels of service and takes responsibility and ownership over resolution of all client service-related issues
•Coordinate with internal teams to support client relationships and ensure efficient service delivery
What You Will Need
•Experience with AddVantage Trust Accounting System is preferrable
•3-5 years of recent experience in trust operations, cash/securities transactions, reconciliations, or financial industry/wealth management operations
•Requires client facing and servicing experience with excellent interpersonal skills to build high levels of customer satisfaction
•Requires the ability to establish and maintain effective working relationships with all levels of management (internally/externally), employees, clients and public
•Professional and calm demeanor to handle clients who are difficult
•Requires solid organizational, leadership, decision-making and problem-solving skills
•Navigate unexpected operational or technology challenges
•Capability to manage multiple concurrent requests and shifting priorities in a fast paced environment
•Is resourceful and proactive in gathering information and sharing ideas
•Proficiency in Microsoft Office software is essential as well as a basic knowledge of how internal systems work
Added Bonus If You Have
•Knowledge of FIS products and Services
What We Offer You
At FIS, you can learn, grow and make an impact in your career. Our benefits include:
•Flexible and creative work environment
•Diverse and collaborative atmosphere
•Professional and personal development resources
•Opportunities to volunteer and support charities
•Competitive salary and benefits
