Wealth and Retirement Client Services Manager II

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Job Description

Note: We have a hybrid work environment in the locations listed in the job description only.

Every day, our teams innovate across the world of finance. We collaborate to work smarter, while making a difference. We believe in diversity and inclusivity, giving a voice to everyone on the team. And we celebrate our success together.

Are you FIS?

About the role:

As primary point of contact, deliver high levels of service and relationship management for assigned institutional outsourcing clients in support of Trust business objectives.

What you will be doing?

• Oversees daily activity of assigned outsourcing relationships.

• Solves complex problem through research and/or communications with other departments.

• Supports personnel at client institutions in day-to-day routines and financial 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.

• Lead personnel who assist in the management of the client relationship. Selects, develops and evaluates personnel to ensure the efficient operation of the function.

What you will need:

• Experience with Advantage Trust Accounting System is critical

• Over 5+ years of recent experience as a Client Services or Service Delivery Manager within the Trust division of a fintech company."

• Over 5+ years of recent experience in trust, securities or 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 demeaner to handle clients who are difficult

• Requires solid organizational, leadership, decision-making and problem-solving skills

• 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

What we offer you:
At FIS, you can grow your career as far as you want to take it. Here's what else we offer:

• Opportunities to make an impact in fintech

• Personal and professional learning

• Inclusive, diverse work environment

• Resources to give back to your community

• Competitive salary and benefits

• Current and future sponsorship are not available for this position

• #LI-JD1

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