Account Services Associate Senior
20 hours ago
We are seeking a highly skilled and experienced Account Services Associate Senior to join our team at Fidelity Information Services. As a key member of our retirement services team, you will be responsible for providing exceptional customer service and administrative support to our clients.
Key Responsibilities- Process assigned tasks for retirement plan administration, including enrollments, contributions, distributions, loans, fund management, new business, conversion, and other necessary activities for defined benefits and defined contribution plans.
- Utilize FIS workflow software, FIS financial recordkeeping software, participant and sponsor-facing websites, and other business applications as necessary to complete tasks efficiently and effectively.
- Consistently meet or exceed target goals for SLA parameters of TAT, productivity, quality, and other key performance indicators.
- Review, research, and provide feedback on discrepancies for assigned processes, and learn complex ideas and processes to follow all related standard operating procedures.
- Participate in team meetings, complete ongoing training and development, and adhere to all security requirements and FIS policies.
- 3-5 years of industry experience primarily in the US retirement domain.
- Ability to understand, learn, and follow detailed procedures.
- Excellent customer service and interpersonal skills.
- Proficiency with working on a computer and good keyboard skills.
- Working knowledge of Microsoft applications.
- Strong research and analytical skills and attention to detail.
- Willingness to learn and perform additional tasks.
- Positive attitude and ability to work in a team environment and adapt to change.
We offer a multifaceted job with a high degree of responsibility and a broad spectrum of opportunities. Our team is committed to providing exceptional customer service and administrative support to our clients, and we are looking for a skilled and experienced professional to join our team.
We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and forward-thinking individual with a passion for delivering exceptional customer service, we encourage you to apply for this exciting opportunity.
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