Client Services Representative Senior


Quincy, MA

Industry: Professional, Scientific & Technical Services


5 - 7 years

Posted 38 days ago

This job is no longer available.

Position Responsibilities/Requirements

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.

About the team

Providing objective, unbiased investment advice to a diverse base of sophisticated corporate clients such as 401(k) plans, pension plans, endowments, foundations and employee stock ownership plans (ESOPs). Our team of investment experts takes time to fully understand an organization’s objectives and goals and designs targeted investment plans tailored to meet those unique needs and challenges. As a trust company, Reliance Trust follows the highest standard of fiduciary care in the oversight of client assets.

What you will be doing

Primary liaison for service side of the client relationship including escalation, oversight of client projects and implementations, execution of account plan activities, building of relationships with client contacts and coordination of the client loyalty process.

  • Interfaces with clients to determine present and future needs and discusses progress toward solutions.

  • 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.

  • Prepares monthly and quarterly sales and departmental reports.

  • Identifies additional opportunities to provide more products, services or other resources to customer and refers to managing director/relationship manager

  • Participates in client loyalty process by informing assigned clients of process, encouraging clients to respond to survey information in a timely manner, participating in follow-up discussions and developing action plans to address any negative comments.

  • May participate in business reviews to learn about clients’ strategic direction as well as gain a good understanding of the products and/or services FIS is offering.

What you bring:

  • Communicates ideas both verbally and in written form in a clear, concise and professional manner

  • Requires working knowledge of FIS products/services as well as general banking operations and procedures

  • Ability to handle projects commensurate with job expectations

  • Team skills, including the ability to establish and maintain effective working relationships both internally as well as externally

  • Flexibility, versatility, dependability

  • Requires human relations, negotiation and documentation skills

What we offer you

  • A modern, international work environment and a dedicated and motivated team

  • A competitive salary and benefits

  • A variety of career development tools, resources and opportunities

  • Time to support charities and give back in your community

  • A fantastic range of benefits designed to help support your lifestyle and wellbeing

  • Great work spaces with dedicated and motivated colleagues

  • A broad range of professional education and personal development opportunities

  • A work environment built on collaboration, flexibility and respect.