
Virtual Customer Service Associate (Retirement Plans)
Are you looking for a fulfilling and dynamic role in the world of customer service? Are you passionate about helping others achieve their retirement goals? Look no further! Fidelity National Information Services (FIS) is seeking a Virtual Customer Service Associate to join our Retirement Plans team. As a member of our team, you will have the opportunity to provide exceptional service to our clients and help them navigate their retirement plans with confidence. We are looking for dedicated individuals with strong communication skills, a customer-centric mindset, and a desire to grow and succeed in a fast-paced environment. If this sounds like you, read on to learn more about the qualifications and responsibilities for this exciting role.
- Provide excellent and timely customer service to clients by responding to inquiries, concerns, and requests via phone, email, and chat.
- Assist clients in understanding and navigating retirement plans, including account information, investment options, and contribution strategies.
- Maintain a thorough understanding of FIS products and services in order to accurately assist clients and promote additional services.
- Act as a liaison between clients and internal teams to resolve escalated issues and ensure a positive customer experience.
- Document all client interactions and inquiries in a clear and organized manner.
- Stay up-to-date on industry trends and regulations related to retirement plans in order to provide accurate and current information to clients.
- Proactively identify and address potential issues or concerns that may impact client satisfaction.
- Collaborate with team members to share knowledge, support, and improve processes.
- Meet or exceed performance metrics, including call quality, customer satisfaction, and productivity targets.
- Embody a customer-centric mindset and strive to continuously improve the customer experience.
- Participate in training and development opportunities to enhance skills and knowledge.
- Adhere to company policies, procedures, and compliance standards at all times.
Excellent Communication Skills: A Virtual Customer Service Associate At Fidelity National Information- Fis Must Possess Strong Verbal And Written Communication Skills To Effectively Assist Customers With Their Retirement Plans.
Knowledge Of Retirement Plans: The Ideal Candidate Should Have A Thorough Understanding Of Retirement Plans, Including 401(K) And Ira Accounts, In Order To Provide Accurate And Efficient Assistance To Customers.
Customer Service Experience: Previous Experience In Customer Service Is Essential For This Role, As The Virtual Customer Service Associate Will Be Responsible For Handling Customer Inquiries And Resolving Issues In A Timely And Professional Manner.
Technical Proficiency: A Good Understanding Of Computer Systems And Software Is Necessary For This Job, As The Virtual Customer Service Associate Will Be Using Various Programs And Tools To Assist Customers Remotely.
Attention To Detail: As Retirement Plans Involve Complex Financial Information, It Is Important For The Virtual Customer Service Associate To Have A Keen Eye For Detail To Ensure Accuracy In Handling Customer Accounts And Transactions.
Communication
Time Management
Product knowledge
Attention to detail
Conflict Resolution
customer service
Relationship Building
Active listening
Problem-Solving
Multi-tasking
Technical Proficiency
Emp
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
creativity
Attention to detail
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Virtual Customer Service Associate (Retirement Plans) is between $30,000-$50,000 per year. This may vary depending on the company, location, and experience of the individual. Some companies may offer additional benefits such as bonuses or commission.
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Fidelity National Information Services, Inc. is an American international provider of financial services technology and outsourcing services. The company offers solutions in retail and enterprise banking, payments, capital markets, asset and wealth management, risk and compliance, treasury and insurance.

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