Total 28 financial advisor job vacancies in Accounting / Auditing category in The United States of America

Reconcile General ledger to Subledger and Complete all period end close processes assigned Understanding the relevant systems to ensure correct processing of financial transactions including application of basic accounting concepts of Debits / Credits, Control accounts while recording transactions. Responsible for Maintenance and accuracy of various trackers Preparation of the Accounting reconciliations inline with best practices requirements and as per Risk assessment methodology Highlighting all accounting Issues in the Balance sheet reconciliations and seek possible solutions to them Adheres to timelines and understands the importance of accuracy to avoid surprise scenarios in balances sheets Following our Business Code of Conduct and always acting with integrity and due diligence Understanding "MY" Objectives & work priorities (as well as KPIs) in order to work towards and exceed them Be a good Team Player, and work collaboratively with Colleagues and Instill trust within wider team Be a buddy to new joiners. Work with the team in training and guiding them towards improving operations. Own your Career plan. Seek advice/ inputs from line manager to build your career Identifying operational improvements and finding solutions by applying CI tools and techniques

The Altro Group have an exciting opportunity for a Financial Accounting Manager to join our Finance team here in Letchworth Garden City. This is a Hybrid, full time, permanent role.

As well as an exciting opportunity and a competitive salary, what do we have offer? 


Hybrid working – providing flexibility around both home and office working
Starting holiday entitlement of 25 days, with the option to buy more
Private Medical cover with Bupa
Defined contribution pension scheme
Life assurance from day one
Occupational Sick Pay and onsite Occupational Health Service
Confidential 24-hour life management and personal support service for you and your family
Enhanced family-friendly benefits, including Maternity, Paternity, and Shared Parental Leave
Free eye tests for all employees
A paid day off each year for volunteering
Free car parking at all our sites
Long service awards
Learning and Development support, regardless of your career stage
Various social events, including the company Christmas party
Retirement advice and support


So as Financial Accounting Manager, what will you be doing? The main objectives of the Financial Accounting manager are:


To manage an effective and efficient year end audit process
To manage relationships with auditors and taxation authorities
To act proactively in ensuring that the Group adopts and complies with all statutory accounting and tax regulations globally
To act proactively in managing the provision of appropriate analysis and information to optimise the treasury management of the Group globally and recommend cash management approaches to optimise liquidity
To manage proactively foreign exchange exposure globally for the Group
To ensure that the Group operates appropriate internal control processes globally


Who are we looking for? The ideal candidate will be a qualified accountant with PQE (ACCA, ACA) and have previous experience of management, audit with the Big 4, consolidating results, statutory accounts and foreign exchange and corporate tax/VAT.

They will be proactive and delivery focused, an excellent verbal and written communicator and self motivated. They will have the ability to lead by example, and have effective time management and delegation skills.

So, who are The Altro Group? There are 2 trading divisions Altro, a leading British manufacturer and supplier of premium flooring and wall cladding systems for construction and transport and Autoglym, a leading British manufacturer and supplier of premium vehicle valeting products. We have been going strong since 1919. Family owned and run, we share family values; we care about you, each other and are passionate about what we do. Head to our Life_at_altro and Life_at_Autoglym Instagram pages to find out more about #LifeAtAltro #LifeAtAutoglym, and #ThePeopleBehindTheProduct

Everyone is welcome at Altro for who they are, no matter what their background is or how they identify. We appreciate that everyone is different and with that diverse uniqueness we can all thrive. “We don’t want you to just work here. We want you to belong here.”

Sounds like a great opportunity? Click apply today! We can’t wait to hear from you!

The Company: TalentLink are proud to be partnering with a Brisbane based ASX organisation with a global footprint. This dynamic business offers an engaged and social culture, great role diversity, and genuine ongoing career progression opportunities.
They are looking for a Finance Leader with a passion for staff development, business process improvement, with a strong focus on providing effective financial controls. 
  
Position Available: Reporting directly to the Financial Controller, this role will lead the finance team in day-to-day accounting operations, month end close, quarterly reporting, projects and systems implementation with a focus on continuous improvement, productivity, change management and team development.
Key Duties will include:
   

Provide monthly, quarterly, and annual reporting for various business units.
Business partnering with various business leaders to support commercial outcomes and drive performance.
Operational accounting, to include ensuring the integrity of the general ledger data for each of


... Click here to view more detail / apply for Financial Accounting Leader

Reconcile General ledger to Subledger and Complete all period end close processes assigned Understanding the relevant systems to ensure accurate processing of financial transactions including application of basic accounting concepts of Debits / Credits, Control accounts while recording transactions. Responsible for Maintenance and accuracy of various trackers Preparation of the Accounting reconciliations inline with best practices requirements and as per Risk assessment methodology Highlighting all accounting Issues in the Balance sheet reconciliations and seek possible solutions to them Adheres to timelines and understands the importance of accuracy to avoid surprise scenarios in balances sheets Following our Business Code of Conduct and always acting with integrity and due diligence Understanding "MY" Objectives & work priorities (as well as critical metrics) in order to work towards and exceed them Be a good Teammate, and work collaboratively with Colleagues and Instill trust within wider team Be a buddy to new joiners. Work with the team in training and guiding them towards improving operations. Own your Career plan. Seek advice/ inputs from line manager to build your career Identifying operational improvements and finding solutions by applying CI tools and techniques

Position Type :

Full time

Type Of Hire :

Experienced (relevant combo of work and education)

Education Desired :

Bachelor of Commerce/Business

Travel Percentage :

0%

GENERAL DUTIES & RESPONSIBILITIES
• Provides excellent customer service while serving as a telephonic concierge and primary point of contact to the financial institution’s high-value customers.
• Addresses inquiries and performs account maintenance on deposits and money market accounts.
• Assists customers by initiating payment investigations, maintenance requests, fulfillment requests, and fee reversals.
• Works with various internal and external clients and various departments to resolve outstanding issues, comply with customer requests, and respond to client inquiries.
• Follows up as required to close service tickets and inquiries that were escalated or referred to a different business function.
• Interfaces with clients to determine present and future needs and discusses progress toward solutions.
• Ensures service expectations are met and establishes rapport with each caller to set positive expectations for account maintenance queries and other servicing needs.
• Completes banking transactions and identifies opportunities to market bank products to best meet each caller’s personal needs.
• Maintains a comprehensive knowledge of applicable products and services and keeps informed about new products and services and changes to existing products and services.
• Successfully sells, markets, and shares information with new and existing customers to educate them about financial offerings.
• Provides referrals to the managing director or relationship manager for new and additional services.
• Participates in client loyalty process, providing information and encouraging clients to respond timely to surveys. Participates in follow-up discussions to develop action plans to address concerns.
• May participate in business reviews to learn about clients’ strategic direction as well as gain a good understanding of the products and services offerings.
• Other related duties assigned as needed.


EDUCATION REQUIREMENTS


GENERAL KNOWLEDGE, SKILLS & ABILITIES

FIS JOB LEVEL DESCRIPTION
Experienced support level role, typically requires general education (not a degree) or vocational/on the job training. Substantial understanding of the role, applies judgement in decision making. Works independently on routine work and receives general instruction on new work.

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.

#pridepass

Position Type :

Full time

Type Of Hire :

Experienced (relevant combo of work and education)

Education Desired :

Bachelor of Commerce/Business

Travel Percentage :

0%

GENERAL DUTIES & RESPONSIBILITIES
• Provides excellent customer service while serving as a telephonic concierge and primary point of contact to the financial institution’s high-value customers.
• Addresses inquiries and performs account maintenance on deposits and money market accounts.
• Assists customers by initiating payment investigations, maintenance requests, fulfillment requests, and fee reversals.
• Works with various internal and external clients and various departments to resolve outstanding issues, comply with customer requests, and respond to client inquiries.
• Follows up as required to close service tickets and inquiries that were escalated or referred to a different business function.
• Interfaces with clients to determine present and future needs and discusses progress toward solutions.
• Ensures service expectations are met and establishes rapport with each caller to set positive expectations for account maintenance queries and other servicing needs.
• Completes banking transactions and identifies opportunities to market bank products to best meet each caller’s personal needs.
• Maintains a comprehensive knowledge of applicable products and services and keeps informed about new products and services and changes to existing products and services.
• Successfully sells, markets, and shares information with new and existing customers to educate them about financial offerings.
• Provides referrals to the managing director or relationship manager for new and additional services.
• Participates in client loyalty process, providing information and encouraging clients to respond timely to surveys. Participates in follow-up discussions to develop action plans to address concerns.
• May participate in business reviews to learn about clients’ strategic direction as well as gain a good understanding of the products and services offerings.
• Other related duties assigned as needed.


EDUCATION REQUIREMENTS


GENERAL KNOWLEDGE, SKILLS & ABILITIES

FIS JOB LEVEL DESCRIPTION
Experienced support level role, typically requires general education (not a degree) or vocational/on the job training. Substantial understanding of the role, applies judgement in decision making. Works independently on routine work and receives general instruction on new work.

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.

#pridepass

Position Type :

Full time

Type Of Hire :

Experienced (relevant combo of work and education)

Education Desired :

Bachelor of Commerce/Business

Travel Percentage :

0%

GENERAL DUTIES & RESPONSIBILITIES
• Provides excellent customer service while serving as a telephonic concierge and primary point of contact to the financial institution’s high-value customers.
• Addresses inquiries and performs account maintenance on deposits and money market accounts.
• Assists customers by initiating payment investigations, maintenance requests, fulfillment requests, and fee reversals.
• Works with various internal and external clients and various departments to resolve outstanding issues, comply with customer requests, and respond to client inquiries.
• Follows up as required to close service tickets and inquiries that were escalated or referred to a different business function.
• Interfaces with clients to determine present and future needs and discusses progress toward solutions.
• Ensures service expectations are met and establishes rapport with each caller to set positive expectations for account maintenance queries and other servicing needs.
• Completes banking transactions and identifies opportunities to market bank products to best meet each caller’s personal needs.
• Maintains a comprehensive knowledge of applicable products and services and keeps informed about new products and services and changes to existing products and services.
• Successfully sells, markets, and shares information with new and existing customers to educate them about financial offerings.
• Provides referrals to the managing director or relationship manager for new and additional services.
• Participates in client loyalty process, providing information and encouraging clients to respond timely to surveys. Participates in follow-up discussions to develop action plans to address concerns.
• May participate in business reviews to learn about clients’ strategic direction as well as gain a good understanding of the products and services offerings.
• Other related duties assigned as needed.


EDUCATION REQUIREMENTS


GENERAL KNOWLEDGE, SKILLS & ABILITIES

FIS JOB LEVEL DESCRIPTION
Experienced support level role, typically requires general education (not a degree) or vocational/on the job training. Substantial understanding of the role, applies judgement in decision making. Works independently on routine work and receives general instruction on new work.

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.

#pridepass

Position Type :

Full time

Type Of Hire :

Experienced (relevant combo of work and education)

Education Desired :

Bachelor of Commerce/Business

Travel Percentage :

0%

GENERAL DUTIES & RESPONSIBILITIES
• Provides excellent customer service while serving as a telephonic concierge and primary point of contact to the financial institution’s high-value customers.
• Addresses inquiries and performs account maintenance on deposits and money market accounts.
• Assists customers by initiating payment investigations, maintenance requests, fulfillment requests, and fee reversals.
• Works with various internal and external clients and various departments to resolve outstanding issues, comply with customer requests, and respond to client inquiries.
• Follows up as required to close service tickets and inquiries that were escalated or referred to a different business function.
• Interfaces with clients to determine present and future needs and discusses progress toward solutions.
• Ensures service expectations are met and establishes rapport with each caller to set positive expectations for account maintenance queries and other servicing needs.
• Completes banking transactions and identifies opportunities to market bank products to best meet each caller’s personal needs.
• Maintains a comprehensive knowledge of applicable products and services and keeps informed about new products and services and changes to existing products and services.
• Successfully sells, markets, and shares information with new and existing customers to educate them about financial offerings.
• Provides referrals to the managing director or relationship manager for new and additional services.
• Participates in client loyalty process, providing information and encouraging clients to respond timely to surveys. Participates in follow-up discussions to develop action plans to address concerns.
• May participate in business reviews to learn about clients’ strategic direction as well as gain a good understanding of the products and services offerings.
• Other related duties assigned as needed.


EDUCATION REQUIREMENTS


GENERAL KNOWLEDGE, SKILLS & ABILITIES

FIS JOB LEVEL DESCRIPTION
Experienced support level role, typically requires general education (not a degree) or vocational/on the job training. Substantial understanding of the role, applies judgement in decision making. Works independently on routine work and receives general instruction on new work.

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.

#pridepass

Position Type :

Full time

Type Of Hire :

Experienced (relevant combo of work and education)

Education Desired :

Bachelor of Commerce/Business

Travel Percentage :

0%

GENERAL DUTIES & RESPONSIBILITIES
• Provides excellent customer service while serving as a telephonic concierge and primary point of contact to the financial institution’s high-value customers.
• Addresses inquiries and performs account maintenance on deposits and money market accounts.
• Assists customers by initiating payment investigations, maintenance requests, fulfillment requests, and fee reversals.
• Works with various internal and external clients and various departments to resolve outstanding issues, comply with customer requests, and respond to client inquiries.
• Follows up as required to close service tickets and inquiries that were escalated or referred to a different business function.
• Interfaces with clients to determine present and future needs and discusses progress toward solutions.
• Ensures service expectations are met and establishes rapport with each caller to set positive expectations for account maintenance queries and other servicing needs.
• Completes banking transactions and identifies opportunities to market bank products to best meet each caller’s personal needs.
• Maintains a comprehensive knowledge of applicable products and services and keeps informed about new products and services and changes to existing products and services.
• Successfully sells, markets, and shares information with new and existing customers to educate them about financial offerings.
• Provides referrals to the managing director or relationship manager for new and additional services.
• Participates in client loyalty process, providing information and encouraging clients to respond timely to surveys. Participates in follow-up discussions to develop action plans to address concerns.
• May participate in business reviews to learn about clients’ strategic direction as well as gain a good understanding of the products and services offerings.
• Other related duties assigned as needed.


EDUCATION REQUIREMENTS


GENERAL KNOWLEDGE, SKILLS & ABILITIES

FIS JOB LEVEL DESCRIPTION
Experienced support level role, typically requires general education (not a degree) or vocational/on the job training. Substantial understanding of the role, applies judgement in decision making. Works independently on routine work and receives general instruction on new work.

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.

#pridepass

Position Type :

Full time

Type Of Hire :

Experienced (relevant combo of work and education)

Education Desired :

Bachelor of Commerce/Business

Travel Percentage :

0%

GENERAL DUTIES & RESPONSIBILITIES
• Provides excellent customer service while serving as a telephonic concierge and primary point of contact to the financial institution’s high-value customers.
• Addresses inquiries and performs account maintenance on deposits and money market accounts.
• Assists customers by initiating payment investigations, maintenance requests, fulfillment requests, and fee reversals.
• Works with various internal and external clients and various departments to resolve outstanding issues, comply with customer requests, and respond to client inquiries.
• Follows up as required to close service tickets and inquiries that were escalated or referred to a different business function.
• Interfaces with clients to determine present and future needs and discusses progress toward solutions.
• Ensures service expectations are met and establishes rapport with each caller to set positive expectations for account maintenance queries and other servicing needs.
• Completes banking transactions and identifies opportunities to market bank products to best meet each caller’s personal needs.
• Maintains a comprehensive knowledge of applicable products and services and keeps informed about new products and services and changes to existing products and services.
• Successfully sells, markets, and shares information with new and existing customers to educate them about financial offerings.
• Provides referrals to the managing director or relationship manager for new and additional services.
• Participates in client loyalty process, providing information and encouraging clients to respond timely to surveys. Participates in follow-up discussions to develop action plans to address concerns.
• May participate in business reviews to learn about clients’ strategic direction as well as gain a good understanding of the products and services offerings.
• Other related duties assigned as needed.


EDUCATION REQUIREMENTS


GENERAL KNOWLEDGE, SKILLS & ABILITIES

FIS JOB LEVEL DESCRIPTION
Experienced support level role, typically requires general education (not a degree) or vocational/on the job training. Substantial understanding of the role, applies judgement in decision making. Works independently on routine work and receives general instruction on new work.

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.

#pridepass

Cancer Council NSW is Australia?s leading cancer organisation and our vision is to change the path of cancer and make sure no one walks alone. We are dedicated to meaningful careers where you will not only change the lives and futures of people affected by cancer, but you will work in a multi-award awarding winning culturally connected environment.
About us
Cancer Council NSW (CCNSW) is a community funded and focused not for profit. We are the largest cancer charity in NSW and our point of difference is that we work across every area of every cancer, from research right through to support.
At CCNSW we understand that nothing feels better than doing work you really care about. As Australia?s leading organisation supporting all people impacted by all cancers, we understand how good it feels to make a difference. We know that almost 1 in 2 Australians are ... Click here to view more detail / apply for Manager, Financial Accounting and Compliance

Position Type :

Full time

Type Of Hire :

Experienced (relevant combo of work and education)

Education Desired :

Bachelor of Commerce/Business

Travel Percentage :

0%

About Team:

The Transfer Agency is a division responsible for Transaction Operations, Processing and associated functions of mutual funds for various clients.

At FIS we provide service to clients via various channels like Transaction processing, Chat etc. The customer support may include but not limited to Accounts set up, Shareholder data maintenance, ​overall record keeping.

What you will be doing:

Provides excellent customer service while serving as a telephonic concierge and primary point of contact to the financial institution’s high-value customers.
• Addresses inquiries and performs account maintenance on deposits and money market accounts.
• Assists customers by initiating payment investigations, maintenance requests, fulfillment requests, and fee reversals.
• Works with various internal and external clients and various departments to resolve outstanding issues, comply with customer requests, and respond to client inquiries.
• Follows up as required to close service tickets and inquiries that were escalated or referred to a different business function.
• Interfaces with clients to determine present and future needs and discusses progress toward solutions.
• Ensures service expectations are met and establishes rapport with each caller to set positive expectations for account maintenance queries and other servicing needs.
• Completes banking transactions and identifies opportunities to market bank products to best meet each caller’s personal needs.
• Maintains a comprehensive knowledge of applicable products and services and keeps informed about new products and services and changes to existing products and services.
• Successfully sells, markets, and shares information with new and existing customers to educate them about financial offerings.
• Provides referrals to the managing director or relationship manager for new and additional services.
• Participates in client loyalty process, providing information and encouraging clients to respond timely to surveys. Participates in follow-up discussions to develop action plans to address concerns.
• May participate in business reviews to learn about clients’ strategic direction as well as gain a good understanding of the products and services offerings.
• Other related duties assigned as needed.

What you Bring:

• Minimum 1 years experience in calling process
• Ability to interact with and lead teams in a multi-site and cross-functional environment
• Strong time management skills and ability to handle multiple tasks
• Analytical, organizational, and administrative skills
• Strong decision making and customer service focus
• Ability to meet deadlines
• Strong attention to details and quality
• Strong communication skills both verbal and written
• Fluent in written & spoken English

 What we offer you:

A fantastic range of benefits including medical, dental, vision, and Great workspaces with dedicated and motivated colleagues A broad range of professional education and personal development possibilities – FIS is your final career step! A variety of career development tools, resources and opportunities A work environment built on collaboration, flexibility, and respect 

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.

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.

#pridepass

Position Type :

Full time

Type Of Hire :

Experienced (relevant combo of work and education)

Travel Percentage :

0%

GENERAL DUTIES & RESPONSIBILITIES
• Provides excellent customer service while serving as a telephonic concierge and primary point of contact to the financial institution’s high-value customers.
• Addresses inquiries and performs account maintenance on deposits and money market accounts.
• Assists customers by initiating payment investigations, maintenance requests, fulfillment requests, and fee reversals.
• Works with various internal and external clients and various departments to resolve outstanding issues, comply with customer requests, and respond to client inquiries.
• Follows up as required to close service tickets and inquiries that were escalated or referred to a different business function.
• Interfaces with clients to determine present and future needs and discusses progress toward solutions.
• Ensures service expectations are met and establishes rapport with each caller to set positive expectations for account maintenance queries and other servicing needs.
• Completes banking transactions and identifies opportunities to market bank products to best meet each caller’s personal needs.
• Maintains a comprehensive knowledge of applicable products and services and keeps informed about new products and services and changes to existing products and services.
• Successfully sells, markets, and shares information with new and existing customers to educate them about financial offerings.
• Provides referrals to the managing director or relationship manager for new and additional services.
• Participates in client loyalty process, providing information and encouraging clients to respond timely to surveys. Participates in follow-up discussions to develop action plans to address concerns.
• May participate in business reviews to learn about clients’ strategic direction as well as gain a good understanding of the products and services offerings.
• Other related duties assigned as needed.


EDUCATION REQUIREMENTS


GENERAL KNOWLEDGE, SKILLS & ABILITIES

FIS JOB LEVEL DESCRIPTION
Senior support level role, typically requires general education (not a degree) or vocational/on the job training. Skilled in completing tasks, understanding implications and applying judgement to unique situations. May be informal team leader for other support level roles.

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.

#pridepass

Position Type :

Full time

Type Of Hire :

Experienced (relevant combo of work and education)

Travel Percentage :

0%

GENERAL DUTIES & RESPONSIBILITIES
• Provides excellent customer service while serving as a telephonic concierge and primary point of contact to the financial institution’s high-value customers.
• Addresses inquiries and performs account maintenance on deposits and money market accounts.
• Assists customers by initiating payment investigations, maintenance requests, fulfillment requests, and fee reversals.
• Works with various internal and external clients and various departments to resolve outstanding issues, comply with customer requests, and respond to client inquiries.
• Follows up as required to close service tickets and inquiries that were escalated or referred to a different business function.
• Interfaces with clients to determine present and future needs and discusses progress toward solutions.
• Ensures service expectations are met and establishes rapport with each caller to set positive expectations for account maintenance queries and other servicing needs.
• Completes banking transactions and identifies opportunities to market bank products to best meet each caller’s personal needs.
• Maintains a comprehensive knowledge of applicable products and services and keeps informed about new products and services and changes to existing products and services.
• Successfully sells, markets, and shares information with new and existing customers to educate them about financial offerings.
• Provides referrals to the managing director or relationship manager for new and additional services.
• Participates in client loyalty process, providing information and encouraging clients to respond timely to surveys. Participates in follow-up discussions to develop action plans to address concerns.
• May participate in business reviews to learn about clients’ strategic direction as well as gain a good understanding of the products and services offerings.
• Other related duties assigned as needed.


EDUCATION REQUIREMENTS


GENERAL KNOWLEDGE, SKILLS & ABILITIES

FIS JOB LEVEL DESCRIPTION
Senior support level role, typically requires general education (not a degree) or vocational/on the job training. Skilled in completing tasks, understanding implications and applying judgement to unique situations. May be informal team leader for other support level roles.

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.

#pridepass

Position Type :

Full time

Type Of Hire :

Experienced (relevant combo of work and education)

Education Desired :

Bachelor of Commerce/Business

Travel Percentage :

0%

GENERAL DUTIES & RESPONSIBILITIES
• Provides excellent customer service while serving as a telephonic concierge and primary point of contact to the financial institution’s high-value customers.
• Addresses inquiries and performs account maintenance on deposits and money market accounts.
• Assists customers by initiating payment investigations, maintenance requests, fulfillment requests, and fee reversals.
• Works with various internal and external clients and various departments to resolve outstanding issues, comply with customer requests, and respond to client inquiries.
• Follows up as required to close service tickets and inquiries that were escalated or referred to a different business function.
• Interfaces with clients to determine present and future needs and discusses progress toward solutions.
• Ensures service expectations are met and establishes rapport with each caller to set positive expectations for account maintenance queries and other servicing needs.
• Completes banking transactions and identifies opportunities to market bank products to best meet each caller’s personal needs.
• Maintains a comprehensive knowledge of applicable products and services and keeps informed about new products and services and changes to existing products and services.
• Successfully sells, markets, and shares information with new and existing customers to educate them about financial offerings.
• Provides referrals to the managing director or relationship manager for new and additional services.
• Participates in client loyalty process, providing information and encouraging clients to respond timely to surveys. Participates in follow-up discussions to develop action plans to address concerns.
• May participate in business reviews to learn about clients’ strategic direction as well as gain a good understanding of the products and services offerings.
• Other related duties assigned as needed.


EDUCATION REQUIREMENTS


GENERAL KNOWLEDGE, SKILLS & ABILITIES

FIS JOB LEVEL DESCRIPTION
Experienced support level role, typically requires general education (not a degree) or vocational/on the job training. Substantial understanding of the role, applies judgement in decision making. Works independently on routine work and receives general instruction on new work.

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.

#pridepass