Client Services Representative (Banking) jobs in Boston, MA

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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:

• Serves as primary point of contact for internal and 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.

• 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.

• Keeps abreast of new products/services and changes to existing products/services.

• Maintains comprehensive knowledge of applicable products, services, and company policies and procedures.

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

• 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.

• 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.

• Other related duties assigned as needed.

What you bring:

• High school diploma or GED. Bachelor's degree in business or related field or the equivalent combination of education, training, or work experience is preferred.

• 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 understand and apply concepts

• Ability to handle projects commensurate with job expectations

• Requires excellent presentation, writing, organizational, analytical and problem solving skills

• Requires human relations, negotiation and documentation skills

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

• Flexibility, versatility, dependability

What we offer you:

• A multifaceted job with a high degree of responsibility and a broad spectrum of opportunities

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

• A competitive salary and benefits

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

• Varied and challenging work to help you grow your technical skillset

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Vaccination Requirements

Notice to all US applicants: All employees must be fully vaccinated against COVID-19. Individuals with a disability (including a medical condition) or sincerely held religious beliefs or practices that prevent them from getting the vaccine may request an exemption from the vaccine requirement.

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 .

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.

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