Customer Service Representative providing financial support through phone interactions at Fidelity. Managing customer inquiries, account balances, and assisting with transactions in a hybrid role.
Responsibilities
Support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades
Spend one day per week in the Investor Center
Obtain FINRA (Financial Industry Regulatory Authority) Licenses
Support customers with increasing complexity to develop and hone your skills
Continue to spend four days a week working from home and one day a week in an Investor Center
Gain confidence and develop proficiency serving customers as you join the wealth management development track
Requirements
High energy and enthusiasm with a natural passion for helping people
Flexibility and self-motivation
Experience in customer service (phone or in-person)
An ability to thrive face to face with clients in a fast-paced environment
Eagerness to learn and build a career in financial services
Ability to deliver an outstanding customer experience
Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once
Coachability, collaboration and curiosity will fuel your success
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