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Virtual Customer Service Associate II (Retirement Plans)

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Remote, OR, USA

Job Type

Full Time


Virtual, Virtual from Any State

About the Role

About the role:
Our team of Customer Service Associates provide a world-class level of customer service to our financial customers. It will be important that you ensure service expectations are met while establishing a professional rapport with each customer. We believe our clients and customers are the most important aspect of our business, and our determination to be the best that FIS has to offer rings true with each team member through training, knowledge, and a desire to excel in the financial world. No financial services experience is required. Our diverse associates—new graduates and career changers alike—come from a variety of backgrounds. A college degree, computer skills, stellar problem- solving abilities and the necessary interpersonal skills to be successful in a phone environment are strongly recommended.

What you will be doing:

Connect people with solutions that help them reach their financial goals through a consultative conversation via the phone.

Take ownership of customer requests by navigating through the nuances of their situations

Actively listen to understand the underlying needs of a customer’s request

Understand the suite of products and services available across multiple channels (digital, face to face, high net worth, etc.) and position appropriate solutions based upon the customer’s need.

**Training schedule will vary. 8am-5pm est. 10am-7pm est. Must be flexible to work the assigned shift based on business needs.

What you bring:

College degree is preferred.

Minimum education accepted is a High School Diploma or GED

Customer service experience

Added bonus if you have:

The ability to tenaciously solve problems with tact, efficiency, and follow through to identify opportunities to improve operational process and procedures.

The ability to exercise scrutiny when confronted with conflicting information.

The desire to explore a broad array of opportunities across our organization which you can explore after fulfilling the tenure requirements of your role.

What we offer you:

As part of FIS, we expect you to bring your best every day. That’s why we’ll reward you with exceptional benefits that include:

Ample development resources to help advance your skill

Opportunities to face the biggest challenges in financial services and technology

The time to give back to local charities in your community.

A collegial environment where collaboration, flexibility and respect are top of mind.

Salary ($20/hr.) and benefits that support your family and your future.


Experienced (relevant combo of work and education)

Education Desired :

General Equivalency Diploma

About the Company

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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