international | Wealth Outsourcing Account Representative - FIS in Appleton, WI

Wealth Outsourcing Account Representative - FIS

  • FIS
  • $73,720.00 - 133,670.00 / Year *
  • Appleton, WI 54915
  • Full-Time



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Are you curious, motivated, and forward-thinking? At FIS youll 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.

About the team

Account Representatives provide daily support to an assigned customer base of Trust Outsourcing clients. You must effectively communicate and support the outsourcing product line, including operational services and TrustDesk system functionality. You will be accountable for building relationships with the client and developing an understanding of various client business models. You will be challenged to deliver increased value, productivity, and overall satisfaction to the client

What you will be doing

FIS Wealth Outsourcing Solutions provides trust operations or securities processing services for more than 60 nationally recognized trust companies and supports more than 750,000 accounts. We have been serving other financial institutions for more than 20 years. The Client Services team is comprised of 22 individuals which includes; Management, Relationship Managers, Account Representatives, Training, Conversion managers and Business Analysts.

  • Answer customer inquiries, primarily over the telephone or e-mail relating to Trust system functionality and/or capabilities.

  • Educate clients on various FIS processes and procedures assisting with awareness, navigation and self-help

  • Conduct regularly scheduled status calls with client to discuss important key service topics, to review projects in clients queue and to discuss available service offerings.

  • Provides oversight on project requests including participating in project kickoffs to ensure understanding of project expectations and scope, monitors target dates and guides client through the implementation process.

  • Assist in the development and testing of system and operational procedures on behalf of the client.

  • Identify additional opportunities to provide more products, services or other resources to customer and refers to Relationship Manager

  • Availability to work some evenings until 7pm.

  • What you bring:

  • Minimum of 1-3 years Customer Service experience

  • Above Average Problem-Solving Skills

  • Above Average Organizational & Communication Skills (written and verbal)

  • Ability to work independently

  • Ability to Think \"Big Picture\" (i.e. Identify all areas impacted by an issue and/or change)

  • What we offer you

  • A modern, international work environment and a dedicated and motivated team

  • A competitive salary and benefits

  • A variety of career development tools, resources and opportunities

  • Time to support charities and give back in your community

  • A fantastic range of benefits designed to help support your lifestyle and wellbeing

  • Great work spaces with dedicated and motivated colleagues

  • A broad range of professional education and personal development opportunities

  • A work environment built on collaboration, flexibility and respect

  • With a 50-year history rooted in the financial services industry, FIS is the world's largest global provider dedicated to financial technology solutions. We champion clients from banking to capital markets, retail to corporate and everything touched by financial services. Headquartered in Jacksonville, Florida, our 53,000 worldwide employees help serve more than 20,000 clients in over 130 countries. Our technology powers billions of transactions annually that move over $9 trillion around the globe. FIS is a Fortune 500 company and is a member of Standard & Poors 500 Index.

    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

    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: and 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.

    As part of the selection process this role may require an assessment to determine suitability

    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.



    * The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.