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Financial Services Account Associate II Careers at FIS - Apply Now!

FIS

Financial Services Account Associate II Careers at FIS - Apply Now!

full-timePosted: Feb 17, 2026

Job Description

Financial Services Account Associate II at FIS: Your Gateway to a Fintech Career

Are you seeking a dynamic role in the financial technology sector? Do you thrive in a fast-paced, customer-centric environment? FIS is seeking a Financial Services Account Associate II to join our team. This role offers a unique opportunity to contribute to a leading global fintech company while developing your skills and advancing your career.

Role Overview

As a Financial Services Account Associate II, you will be a vital part of our Customer Service Team within the Capital Markets group. You will play a key role in delivering a positive customer experience by handling inquiries, resolving complex issues, and processing transactions for mutual fund account holders and financial professionals. This position requires strong technical skills, excellent communication abilities, and a commitment to providing superior service in a metric-driven environment.

A Day in the Life

Here's a glimpse into what a typical day might look like:

  • Handling Inbound Calls: You'll spend a significant portion of your day answering inbound calls from customers and financial professionals, addressing their inquiries and resolving their issues.
  • Troubleshooting and Problem Solving: You'll use your technical skills to troubleshoot problems and find solutions for customers, navigating various systems and applications.
  • Account Maintenance: You'll be responsible for maintaining customer accounts, ensuring accuracy and compliance with regulations.
  • Transaction Processing: You'll process various transactions, including fund transfers, redemptions, and account updates.
  • Training and Development: You'll participate in ongoing training to stay up-to-date on financial regulations and industry best practices.
  • Team Collaboration: You'll work closely with other team members to provide seamless customer service and support.

Why Location Matters

This position is available in multiple locations across the United States, including Clearwater (Florida), Atlanta (Georgia), Little Rock (Arkansas), Jacksonville (Florida), and Milwaukee (Wisconsin). Each of these locations offers a unique blend of professional opportunities and lifestyle benefits. Consider the cost of living, cultural attractions, and outdoor activities when choosing the location that's right for you.

Career Path

At FIS, we are committed to growing our employees' careers. The Financial Services Account Associate II role is an excellent starting point for a career in fintech. With experience and dedication, you can advance to roles such as Senior Account Associate, Team Lead, or even positions in other departments like Compliance, Operations, or Sales. FIS provides ample opportunities for professional development and advancement.

Salary & Benefits

FIS offers a competitive salary and benefits package, including:

  • Medical, dental, and vision coverage
  • Inclusive and diverse team atmosphere
  • Professional and personal development opportunities
  • Resources to contribute to your community
  • Paid time off
  • Retirement plan with company match
  • Employee assistance program
  • Wellness programs
  • Life insurance
  • Disability insurance
  • 100% virtual training

FIS Culture

FIS is a company that values its employees. We foster an inclusive and diverse team atmosphere where everyone feels welcome and respected. We believe that our employees are our greatest asset, and we invest in their development and growth. We also encourage our employees to give back to their communities through volunteer opportunities and charitable initiatives.

How to Apply

If you are ready to start your career in fintech, we encourage you to apply for the Financial Services Account Associate II position at FIS. To apply, please submit your resume and cover letter through our online application portal. We look forward to hearing from you!

FAQ

  1. What are the essential functions of a Financial Services Account Associate II? The main duty is delivering excellent customer service through taking inbound calls, problem-solving, and efficiently handling account-related tasks.
  2. What are the specific technical requirements for the job? You need to demonstrate proficiency in using several operating systems and Microsoft Office applications. You must be able to troubleshoot problems and navigate systems simultaneously.
  3. How important is it to have access to reliable internet service if I work from home? A stable, fast internet connection is necessary when working virtually to ensure a secure and smooth connection with upload speeds of 6 MBPS and download speeds of 50 MBPS.
  4. How long does the training program last for this position? It lasts five to six weeks. Expect virtual full-time training from 8:30 am to 5:00 pm ET, Monday through Friday.
  5. Does FIS provide chances for career progression? Absolutely. This role serves as a starting point for career growth and may lead to advancement opportunities.
  6. Can one expect the opportunity for professional advancement at FIS? FIS facilitates several avenues for career development, such as workshops and mentorship programs, to propel your career in fintech.
  7. What type of benefits does FIS provide for the wellness and health of its employees? Employees have access to medical, dental, and vision insurance, employee support programs, and wellness-focused initiatives.
  8. Will I be able to take part in neighborhood outreach programs during my time as a FIS employee? FIS promotes its workers to enrich their community by providing different opportunities to participate in social work projects.
  9. If an applicant is bilingual in Spanish and English, how much is that valued? Fluency in both English and Spanish is particularly valued because it helps us to better assist a broad customer base.
  10. What does the working environment at FIS entail? FIS embraces an inclusive and varied team spirit and emphasizes professional development.

Locations

  • Clearwater, Florida, United States
  • Atlanta, Georgia, United States
  • Little Rock, Arkansas, United States
  • Jacksonville, Florida, United States
  • Milwaukee, Wisconsin, United States

Salary

Estimated Salary Rangemedium confidence

44,000 - 60,500 USD / yearly

Source: ai estimated

* This is an estimated range based on market data and may vary based on experience and qualifications.

Skills Required

  • Customer Serviceintermediate
  • Inbound Callsintermediate
  • Problem Solvingintermediate
  • Account Maintenanceintermediate
  • Transaction Processingintermediate
  • Mutual Fundsintermediate
  • Financial Servicesintermediate
  • Communication Skillsintermediate
  • Technical Skillsintermediate
  • Multitaskingintermediate
  • Troubleshootingintermediate
  • Navigation Skillsintermediate
  • Teamworkintermediate
  • Microsoft Officeintermediate
  • Time Managementintermediate
  • Adaptabilityintermediate
  • Regulatory Complianceintermediate
  • Confidentialityintermediate
  • Call Center Experienceintermediate
  • Data Entryintermediate

Required Qualifications

  • Strong technical skills (experience)
  • Ability to multitask and troubleshoot (experience)
  • Proficiency in navigating various systems (experience)
  • Flexibility to work overtime (experience)
  • High-speed internet access (experience)
  • Ability to handle inbound telephone calls (experience)
  • Ability to meet performance goals (experience)
  • Ability to work independently (experience)
  • Ability to work in a team environment (experience)
  • Investment industry experience (desired) (experience)
  • Financial customer service experience (desired) (experience)
  • College degree or working towards one (desired) (experience)
  • Bilingual (English/Spanish) a plus (experience)

Responsibilities

  • Provide customer service via inbound calls
  • Work in a fast-paced, team-oriented environment
  • Utilize an automatic call distribution system
  • Work within multiple transfer agent systems
  • Utilize Microsoft Office applications
  • Maintain confidentiality of customer account information
  • Participate in ongoing training
  • Stay abreast of financial regulatory changes
  • Handle customer inquiries
  • Resolve complex issues
  • Complete account maintenance
  • Process transactions for mutual fund account holders
  • Process transactions for financial professionals
  • Adhere to a hybrid work schedule (office and remote)
  • Consistently be on camera during meetings and training

Benefits

  • general: Medical, dental, and vision coverage
  • general: Inclusive and diverse team atmosphere
  • general: Professional and personal development opportunities
  • general: Resources to contribute to your community
  • general: Competitive salary
  • general: Paid time off
  • general: Retirement plan with company match
  • general: Employee assistance program
  • general: Wellness programs
  • general: Life insurance
  • general: Disability insurance
  • general: 100% virtual training
  • general: Career Growth Opportunities
  • general: Flexible Work Arrangement

Target Your Resume for "Financial Services Account Associate II Careers at FIS - Apply Now!" , FIS

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Tags & Categories

Customer ServiceFinancial ServicesAccount ManagementCall CenterEntry LevelFinancial Services Account AssociateFintech CareerMutual FundsAccount MaintenanceTransaction ProcessingInbound CallsProblem SolvingTechnical SkillsFinancial RegulationsInvestment IndustryBilingualEnglishSpanishVirtual TrainingCareer GrowthCompetitive SalaryEmployee BenefitsInclusive CultureTeam EnvironmentCustomer InquiriesAccount ResolutionFinancial ProfessionalsWork From HomeHybrid WorkFintechFinanceBankingCapital MarketsTechnology

Answer 10 quick questions to check your fit for Financial Services Account Associate II Careers at FIS - Apply Now! @ FIS.

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FIS logo

Financial Services Account Associate II Careers at FIS - Apply Now!

FIS

Financial Services Account Associate II Careers at FIS - Apply Now!

full-timePosted: Feb 17, 2026

Job Description

Financial Services Account Associate II at FIS: Your Gateway to a Fintech Career

Are you seeking a dynamic role in the financial technology sector? Do you thrive in a fast-paced, customer-centric environment? FIS is seeking a Financial Services Account Associate II to join our team. This role offers a unique opportunity to contribute to a leading global fintech company while developing your skills and advancing your career.

Role Overview

As a Financial Services Account Associate II, you will be a vital part of our Customer Service Team within the Capital Markets group. You will play a key role in delivering a positive customer experience by handling inquiries, resolving complex issues, and processing transactions for mutual fund account holders and financial professionals. This position requires strong technical skills, excellent communication abilities, and a commitment to providing superior service in a metric-driven environment.

A Day in the Life

Here's a glimpse into what a typical day might look like:

  • Handling Inbound Calls: You'll spend a significant portion of your day answering inbound calls from customers and financial professionals, addressing their inquiries and resolving their issues.
  • Troubleshooting and Problem Solving: You'll use your technical skills to troubleshoot problems and find solutions for customers, navigating various systems and applications.
  • Account Maintenance: You'll be responsible for maintaining customer accounts, ensuring accuracy and compliance with regulations.
  • Transaction Processing: You'll process various transactions, including fund transfers, redemptions, and account updates.
  • Training and Development: You'll participate in ongoing training to stay up-to-date on financial regulations and industry best practices.
  • Team Collaboration: You'll work closely with other team members to provide seamless customer service and support.

Why Location Matters

This position is available in multiple locations across the United States, including Clearwater (Florida), Atlanta (Georgia), Little Rock (Arkansas), Jacksonville (Florida), and Milwaukee (Wisconsin). Each of these locations offers a unique blend of professional opportunities and lifestyle benefits. Consider the cost of living, cultural attractions, and outdoor activities when choosing the location that's right for you.

Career Path

At FIS, we are committed to growing our employees' careers. The Financial Services Account Associate II role is an excellent starting point for a career in fintech. With experience and dedication, you can advance to roles such as Senior Account Associate, Team Lead, or even positions in other departments like Compliance, Operations, or Sales. FIS provides ample opportunities for professional development and advancement.

Salary & Benefits

FIS offers a competitive salary and benefits package, including:

  • Medical, dental, and vision coverage
  • Inclusive and diverse team atmosphere
  • Professional and personal development opportunities
  • Resources to contribute to your community
  • Paid time off
  • Retirement plan with company match
  • Employee assistance program
  • Wellness programs
  • Life insurance
  • Disability insurance
  • 100% virtual training

FIS Culture

FIS is a company that values its employees. We foster an inclusive and diverse team atmosphere where everyone feels welcome and respected. We believe that our employees are our greatest asset, and we invest in their development and growth. We also encourage our employees to give back to their communities through volunteer opportunities and charitable initiatives.

How to Apply

If you are ready to start your career in fintech, we encourage you to apply for the Financial Services Account Associate II position at FIS. To apply, please submit your resume and cover letter through our online application portal. We look forward to hearing from you!

FAQ

  1. What are the essential functions of a Financial Services Account Associate II? The main duty is delivering excellent customer service through taking inbound calls, problem-solving, and efficiently handling account-related tasks.
  2. What are the specific technical requirements for the job? You need to demonstrate proficiency in using several operating systems and Microsoft Office applications. You must be able to troubleshoot problems and navigate systems simultaneously.
  3. How important is it to have access to reliable internet service if I work from home? A stable, fast internet connection is necessary when working virtually to ensure a secure and smooth connection with upload speeds of 6 MBPS and download speeds of 50 MBPS.
  4. How long does the training program last for this position? It lasts five to six weeks. Expect virtual full-time training from 8:30 am to 5:00 pm ET, Monday through Friday.
  5. Does FIS provide chances for career progression? Absolutely. This role serves as a starting point for career growth and may lead to advancement opportunities.
  6. Can one expect the opportunity for professional advancement at FIS? FIS facilitates several avenues for career development, such as workshops and mentorship programs, to propel your career in fintech.
  7. What type of benefits does FIS provide for the wellness and health of its employees? Employees have access to medical, dental, and vision insurance, employee support programs, and wellness-focused initiatives.
  8. Will I be able to take part in neighborhood outreach programs during my time as a FIS employee? FIS promotes its workers to enrich their community by providing different opportunities to participate in social work projects.
  9. If an applicant is bilingual in Spanish and English, how much is that valued? Fluency in both English and Spanish is particularly valued because it helps us to better assist a broad customer base.
  10. What does the working environment at FIS entail? FIS embraces an inclusive and varied team spirit and emphasizes professional development.

Locations

  • Clearwater, Florida, United States
  • Atlanta, Georgia, United States
  • Little Rock, Arkansas, United States
  • Jacksonville, Florida, United States
  • Milwaukee, Wisconsin, United States

Salary

Estimated Salary Rangemedium confidence

44,000 - 60,500 USD / yearly

Source: ai estimated

* This is an estimated range based on market data and may vary based on experience and qualifications.

Skills Required

  • Customer Serviceintermediate
  • Inbound Callsintermediate
  • Problem Solvingintermediate
  • Account Maintenanceintermediate
  • Transaction Processingintermediate
  • Mutual Fundsintermediate
  • Financial Servicesintermediate
  • Communication Skillsintermediate
  • Technical Skillsintermediate
  • Multitaskingintermediate
  • Troubleshootingintermediate
  • Navigation Skillsintermediate
  • Teamworkintermediate
  • Microsoft Officeintermediate
  • Time Managementintermediate
  • Adaptabilityintermediate
  • Regulatory Complianceintermediate
  • Confidentialityintermediate
  • Call Center Experienceintermediate
  • Data Entryintermediate

Required Qualifications

  • Strong technical skills (experience)
  • Ability to multitask and troubleshoot (experience)
  • Proficiency in navigating various systems (experience)
  • Flexibility to work overtime (experience)
  • High-speed internet access (experience)
  • Ability to handle inbound telephone calls (experience)
  • Ability to meet performance goals (experience)
  • Ability to work independently (experience)
  • Ability to work in a team environment (experience)
  • Investment industry experience (desired) (experience)
  • Financial customer service experience (desired) (experience)
  • College degree or working towards one (desired) (experience)
  • Bilingual (English/Spanish) a plus (experience)

Responsibilities

  • Provide customer service via inbound calls
  • Work in a fast-paced, team-oriented environment
  • Utilize an automatic call distribution system
  • Work within multiple transfer agent systems
  • Utilize Microsoft Office applications
  • Maintain confidentiality of customer account information
  • Participate in ongoing training
  • Stay abreast of financial regulatory changes
  • Handle customer inquiries
  • Resolve complex issues
  • Complete account maintenance
  • Process transactions for mutual fund account holders
  • Process transactions for financial professionals
  • Adhere to a hybrid work schedule (office and remote)
  • Consistently be on camera during meetings and training

Benefits

  • general: Medical, dental, and vision coverage
  • general: Inclusive and diverse team atmosphere
  • general: Professional and personal development opportunities
  • general: Resources to contribute to your community
  • general: Competitive salary
  • general: Paid time off
  • general: Retirement plan with company match
  • general: Employee assistance program
  • general: Wellness programs
  • general: Life insurance
  • general: Disability insurance
  • general: 100% virtual training
  • general: Career Growth Opportunities
  • general: Flexible Work Arrangement

Target Your Resume for "Financial Services Account Associate II Careers at FIS - Apply Now!" , FIS

Get personalized recommendations to optimize your resume specifically for Financial Services Account Associate II Careers at FIS - Apply Now!. Takes only 15 seconds!

AI-powered keyword optimization
Skills matching & gap analysis
Experience alignment suggestions

Check Your ATS Score for "Financial Services Account Associate II Careers at FIS - Apply Now!" , FIS

Find out how well your resume matches this job's requirements. Get comprehensive analysis including ATS compatibility, keyword matching, skill gaps, and personalized recommendations.

ATS compatibility check
Keyword optimization analysis
Skill matching & gap identification
Format & readability score

Tags & Categories

Customer ServiceFinancial ServicesAccount ManagementCall CenterEntry LevelFinancial Services Account AssociateFintech CareerMutual FundsAccount MaintenanceTransaction ProcessingInbound CallsProblem SolvingTechnical SkillsFinancial RegulationsInvestment IndustryBilingualEnglishSpanishVirtual TrainingCareer GrowthCompetitive SalaryEmployee BenefitsInclusive CultureTeam EnvironmentCustomer InquiriesAccount ResolutionFinancial ProfessionalsWork From HomeHybrid WorkFintechFinanceBankingCapital MarketsTechnology

Answer 10 quick questions to check your fit for Financial Services Account Associate II Careers at FIS - Apply Now! @ FIS.

Quiz Challenge
10 Questions
~2 Minutes
Instant Score

Related Books and Jobs

No related jobs found at the moment.