Fiserv Client Support Representative, Level II in Jersey City, New Jersey

Position Description

Join Us! Fiserv has been named to FORTUNE® magazine’s 2018 list of World’s Most Admired Companies. This is the fifth consecutive year the company has been named to the list, which is a definitive benchmark of corporate reputation.

"Our people are the foundation upon which this recognition is based and I'm very proud of their commitment to client excellence. Their dedication to serving our clients each day is what makes Fiserv one of the most admired companies in the world." - Jeffery Yabuki, President and Chief Executive Officer

About our Business: The Investment Services business at Fiserv provides integrated technology solutions and services to professional money managers and financial advisors – providing connectivity, scalability and support for the managed accounts and investment management industry. Our solutions cover the entire investment lifecycle, from planning and trading to reporting:

  • Financial Advice Management

  • Performance and Investor Reporting

  • Portfolio Management and Trading

  • Wealth Management Network

We are the only technology provider to offer integrated, front-to-back solutions and deliver on the unified managed household (UMH) concept: a single view of total assets, liabilities and investment data for each customer household.

About the Role:

The primary purpose of this role is to support clients’ daily requests as it pertains to Fiserv Investment Services’ Trading products.

You will be working directly with our client as well as many parts of the organization to resolve clients’ requests. Clients’ requests can vary drastically making every single day different from the previous day.

About our Business:

Fiserv Investment Services is a division of Fiserv, (NASD: FSRV). The IS division provides software and hosted solutions for all aspects of trade processing, settlement, accounting to buy and sell side organizations. We are a leader in the middle-back office solutions.

Essential Job Responsibilities:

  • Provide quality responses and alternative solutions for client requests/issues.

  • Act as liaison with internal groups to facilitate resolution of client requests.

  • Write informational documentation to track new processes or procedures as needed.

  • Alert appropriate client support groups and management team of client or time-sensitive issues.

  • Continually learn and apply your knowledge of financial products, functions and processes.

  • Manage and maintain a successful resolution on all client requests.

  • Act as a point of customer concern for issues requiring immediate attention for clients to continue their daily business objectives.

  • Provide support to test and install programming changes from simple client configurations to testing changes that will be installed across all client-base.

  • Evaluate and document client business requirements, produce support and test documents for development customer concerns.

  • Use existing Client Operation Support platforms and procedures as directed.

  • Stay informed of industry and company standards and initiatives.

/The above statements are intended only to describe the general nature of the job, and should not be construed as an all-inclusive list of position responsibilities./

Required Qualifications:

  • Undergraduate degree and/or course work in Finance and Business

  • Minimum 2 years securities industry experience

  • General understanding of investment banking operational practices and standards

Preferred Qualifications:

  • Excellent oral, written and social skills

  • You should possess strong social skills with the ability to prioritize workload effectively

  • You should be a champion of providing excellent Customer Service internally and externally

  • Analytical skills to troubleshoot and resolve client issues. It is meaningful that you gain a deep understanding of Fiserv Investment Services Products.

  • General understanding of back office operations

Fiserv is an Equal Opportunity Employer/Disability/Vet. Visit for more information.