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Ta Client Specialist
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**Position Type**:
Full time
**Type Of Hire**:
Experienced (relevant combo of work and education)
**Travel Percentage**:
0%
- 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._
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**About the team**
The Client Delivery - Customer Service team supports Franklin Templeton’s international business in servicing retail and institutional investors, brokers, and financial intermediaries.
**What you will be doing**
Business duties and responsibilities:
- Independent processing of incoming and outgoing letter mail.
- Answers routine to complex customer inquiries, determines customer concerns/problems, and contributes to the resolution of escalated issues by offering solutions within scope of work via inbound or outbound phone calls.
- Identifies customer's current and future needs to proactively enhance the customer experience.
- Proactively identifies opportunities that contribute to the satisfaction of service and operations goals through workflow, productivity, and quality prioritization.
- May perform quality control activities to ensure quality standards are met.
- Verifies customer requests to ensure information is correct and in good order and takes appropriate action.
- Adheres to all policies & procedure guidelines and customer service standards to achieve operational, productivity and quality objectives.
- May perform relevant operational or service ad-hoc requests assigned by leader, i.e., acts as project resource, provides feedback, etc.
**What you bring**
- 1-2 years Transfer Agent experience or equivalent Investment Industry experience.
- Flexible approach towards office / hybrid / remote work arrangements.
- Mutual fund or financial services industry knowledge.
- Excellent written and verbal communication in English and French and interpersonal skills.
- Independent and team-oriented work to achieve set deadlines.
- Knowledgeable in MS Office tools.
- Strong attention to detail and quality.
- Proven to take initiative and work under pressure in a changing/growing environment.
- Develop solutions to a variety of complex problems.
**What we offer you**
- A competitive salary and benefits
- 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 broad range of professional education and personal development possibilities - FIS is your final career step
**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.
**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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