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Associate II, Client Contact at FIS - ApplyBlast

Associate II, Client Contact

FIS

1 day ago

3.5 on Glassdoor

Philadelphia, Pennsylvania, United States

Onsite

Full Time

Junior

0 applicants

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About this role

The Associate II, Client Contact role involves organizing client financial data and supporting financial communications to help clients achieve their financial goals. The position requires maintaining regular client communication, troubleshooting issues, and ensuring a smooth client experience through proactive problem-solving and follow-up. Collaboration with management is essential for timely reporting and arranging follow-up discussions on financial plans.

Responsibilities

Organize client financial data and craft personalized financial plans
Provide ongoing support and troubleshoot customer issues using diagnostic skills
Coordinate open incidents and follow up to ensure prompt resolution of customer issues