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Client Relations Account Manager (Retirement Plans) REMOTE

Jobs for Humanity
Great Bend, Pennsylvania, United States
Full-time
4
Moderate

Summary

Responsibilities

  • Serve as the primary contact for clients and assist with retirement servicing needs
  • Manage client relationships, including satisfaction and retention activities
  • Coordinate client projects and implementations, and ensure timely communication
  • Resolve client inquiries and issues, maintaining comprehensive knowledge of products and policies
  • Develop strong working relationships with assigned clients and FIS resources

Requirements

  • 5+ years of experience working with Retirement plans
  • 1+ years of experience with Relius software
  • 1+ year of Client Relationship Management experience
  • Strong organizational and time management skills
  • Ability to establish and maintain effective working relationships

Benefits

  • A multifaceted job with a high degree of responsibility and a broad spectrum of opportunities
  • Professional education and personal development possibilities
  • Career development tools and resources

Apply Now

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Full Details of Job Post

Company Description

Jobs for Humanity is collaborating with FIS Global to build an inclusive and just employment ecosystem. We support individuals coming from all walks of life.

Company Name: FIS Global

Job Description

Position Type :

Full time

Type Of Hire :

Experienced (relevant combo of work and education)

Education Desired :

Bachelor of Business Administration

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.What you will be doing
  • As a Client Relations Account Manager, you are the face of FIS for our clients.
  • You will be responsible for assisting retirement servicing needs, navigating internal teams and providing solutions in a timely and accurate manner.
  • As primary liaison, you are responsible for escalation, effective oversight of client projects and implementations, execution of account plan activities, building of relationships with client contacts and management and coordination of the client loyalty process.
  • Responsible for client satisfaction, maintaining client communication, overall management of the relationship and client retention activities.
  • Answers customer inquiries, primarily over the telephone, e-mail or facsimile.
  • Develops strong working relationships with assigned clients and FIS resources.
  • Serves as primary point of contact for external clients and various departments/divisions to resolve outstanding issues, comply with customer requests and respond to client inquiries
  • Provides support in research and resolution of problems and inquiries.
  • Coordinates with clients, relationship managers and other appropriate areas to ensure clients are properly serviced, paperwork is properly executed, and all operational arrangements are in place to service assigned accounts.
  • Keeps abreast of new products/services and changes to existing products/services.
  • Maintains comprehensive knowledge of applicable products, services and company policies and procedures.
  • Responsible for tracking and coordinating the resolution of customer concerns raised during installation, operation, maintenance or product application or compatibility matters.
  • You will have excellent communication skills, both verbal and written
What you bring
  • 5+ years of experience working with Retirement plans
  • 1+ years Relius software experience
  • 1+ year Client Relationship Management experience
  • Organizational skills
  • Critical Thinking/Troubleshooting
  • Time Management
  • Team skills, including the ability to establish and maintain effective working relationships both internally as well as externally
What we offer you
  • A multifaceted job with a high degree of responsibility and a broad spectrum of opportunities
  • 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
  • Time to support charities and give back in your community


FIS is committed to providing its employees with an exciting career opportunity and competitive compensation. The pay range for this full-time position is $58,910.00 - $96,000.00 and reflects the minimum and maximum target for new hire salaries for this position based on the posted role, level, and location. Within the range, actual individual starting pay is determined additional factors, including job-related skills, experience, and relevant education or training. Any changes in work location will also impact actual individual starting pay. Please consult with your recruiter about the specific salary range for your preferred location during the hiring process.

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.

#pridepass

Apply Now

👉 Please mention that you found this job on CalmJobs, thanks!

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