Trust Account Manager I - Institutional

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Job Description

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

What You Will Be Doing

As primary point of contact, the Trust Account Manager I leads our trust accounts team in delivering high levels of service and relationship management for our institutional outsourcing clients.

  • Oversee daily activity of assigned outsourcing relationships
  • Solve complex problems through research and/or communications with other departments
  • Support institutional clients in day-to-day routines and financial processing
  • To guarantee quality service levels, perform daily servicing activities ensuring timeliness and accuracy
  • Assist in developing procedures that ensure processing functions are completed accurately and timely with minimal risk exposure
  • Lead, participate in and monitor special projects involving client relationships
  • Communicate status of client assignments with Relationship Manager
  • Monitor day-to-day activity of clients, works with operations staff to deliver consistently high levels of service and take responsibility and ownership over resolution of all client service related issues
  • Work closely with other Account Managers and Relationship Manager to provide clients with world-class service and swift problem resolution
  • Lead personnel who assist in the management of the client relationship. Select, develop and evaluate personnel to ensure the efficient operation of the function

What You Bring

  • Bachelor’s degree in Finance, Accounting, or related field of study or equivalent combination of education, training, and work experience
  • Typically, 4 or more years financial services experience working with institutional trust accounts and/or client relationships, and at least 1 year of leadership responsibility in managing others
  • Client servicing experience and excellent interpersonal skills to build high levels of customer satisfaction
  • Proficiency in Microsoft Office software with proficiency in Excel, as well as a basic knowledge of how internal systems work
  • Detail-oriented with the ability to make independent decisions
  • Ability to multi-task and manage multiple responsibilities

Added Bonus If You Have

  • Knowledge of CLO/CDO and/or structured finance

What We Offer You

  • A multifaceted job with a high degree of responsibility and a broad spectrum of opportunities
  • The chance to work on some of the most challenging, relevant issues in financial services & technology
  • Time to support charities and give back in your community
  • A fantastic range of benefits designed to help support your lifestyle and well-being
  • A work environment built on collaboration, flexibility and respect
More Information on FIS
FIS operates in the eCommerce industry. The company is located in Jacksonville, FL, Denver, CO, Atlanta, GA and Milwaukee, WI. FIS was founded in 1968. It has 57000 total employees. It offers perks and benefits such as Volunteer in local community, Partners with nonprofits, Friends outside of work, Eat lunch together, Intracompany committees and Open door policy. To see all jobs at FIS, click here.
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