Customer Support Agent

4 weeks ago

Cincinnati OH, United States Fidelity Investments Full time

Job Description: The Role Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity’s valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more What to expect… As a new CRA, you’ll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you’ll prepare to become a FINRA ® Registered Representative by studying for and obtaining your SIE®, Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we’re here to support you every step of the way In the first months, you’ll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE®, Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we’re here to support you every step of the way (Learn More) 2. Skill Development In the following months, you’ll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you’ll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring Aptitude and dedication to complete the FINRA SIE ®, Series 7 Top Off and Series 63 exams through our industry-leading licensing program. Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. A desire for growth and a mindset that generates long term success through adaptability and personal accountability. Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement. (Learn More) Fidelity Investments does not offer work visas for this role Certifications: Series 07 - FINRA, Series 63 - FINRACompany Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money. Join Us At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined. Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at fidelitycareers.com. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com. We welcome those with experience in jobs such as Staff Accountant, Payroll Specialist, and Accounting Assistant and others in the Accounting and Finance to apply. --s-p-m1-- By applying, you consent to your information being transmitted by Monster to the Employer, as data controller, through the Employer’s data processor SonicJobs. See Fidelity Investments Terms & Conditions at and Privacy Policy at and SonicJobs Privacy Policy at and Terms of Use at

  • Customer Service Representative

    3 weeks ago

    Cincinnati, Ohio, United States Jason Hodge - State Farm Agent Full time

    Job DescriptionPosition OverviewWe are seeking a highly motivated and customer-focused individual to join our team as a State Farm Agent Team Member. As a key member of our team, you will be responsible for establishing customer relationships and following up with customers, as needed.ResponsibilitiesDevelop leads, schedule appointments, identify customer...

  • Customer Service Representative

    4 weeks ago

    Cincinnati, Ohio, United States Jessica Wampler - State Farm Agent Full time

    Job OverviewAre you a customer-focused individual with a passion for sales?As a State Farm Agent Team Member, you will play a key role in building and maintaining relationships with customers, educating them on insurance options, and identifying their needs to market appropriate products and services.ResponsibilitiesEstablish and maintain strong customer...

  • Customer Support Specialist

    3 weeks ago

    Cincinnati, Ohio, United States Fidelity Investments Full time

    Job OverviewAbout the RoleFidelity Investments is seeking a skilled Customer Support Agent to join our team of licensed professionals providing exceptional customer service to our valued clients. As a key member of our team, you will be responsible for handling inbound phone calls, responding to client inquiries, and resolving complex issues in a timely and...

  • Customer Support Representative

    3 weeks ago

    Cincinnati, Ohio, United States Fidelity Investments Full time

    Job Overview:About the RoleFidelity Investments is seeking a highly motivated and customer-focused individual to join our team as a Customer Support Agent. As a key member of our customer service team, you will be responsible for providing exceptional support to our valued clients, answering inbound phone calls, and resolving complex customer issues in a...

  • Insurance Customer Service Representative

    3 weeks ago

    Cincinnati, Ohio, United States Taunya Roark - State Farm Agent Full time

    ROLE DESCRIPTION: As a vital member of the Taunya Roark - State Farm Agent team, you will play a crucial role in our daily business operations and customers' success. You will grow our agency through meaningful client relations and act as a liaison between customer needs and agency departments. You will improve the lives of our customers by proactively...

  • Customer Service Representative

    4 weeks ago

    Cincinnati, Ohio, United States Eric Geiger - State Farm Agent Full time

    Job OverviewAs a Customer Relations Representative with Eric Geiger - State Farm Agent, you will play a vital role in building and maintaining strong relationships with our customers. Your excellent interpersonal and communication skills will enable you to provide prompt, accurate, and friendly customer service, addressing inquiries regarding insurance...

  • Customer Service Representative

    4 weeks ago

    Cincinnati, Ohio, United States Eric Geiger - State Farm Agent Full time

    Are you looking for a part-time job that provides meaningful work and competitive compensation? Consider a position in our State Farm Agent's office.Job ResponsibilitiesEstablish customer relationships and follow up with customers, as needed.Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding...

  • Customer Service Representative

    4 weeks ago

    Cincinnati, Ohio, United States Jessica Wampler - State Farm Agent Full time

    Job DescriptionAs a Customer Service Representative with Jessica Wampler - State Farm Agent, you will be responsible for establishing customer relationships and following up with customers as needed. You will use a customer-focused, needs-based review process to educate customers about insurance options and develop leads, schedule appointments, identify...

  • Customer Service Representative

    3 weeks ago

    Cincinnati, Ohio, United States Bri Bosch - State Farm Agent Full time

    Job DescriptionWe are seeking a skilled Customer Relations Representative to join our team at Bri Bosch - State Farm Agent. As a key member of our agency, you will be responsible for establishing and maintaining strong relationships with our clients, providing exceptional customer service, and promoting the growth of our business.Responsibilities:Establish...

  • Customer Support Agent

    3 weeks ago

    Cincinnati, OH, Hamilton County, OH; Ohio, United States Fidelity Investments Full time

    Job Description: The Role Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting...

  • Office Representative

    6 months ago

    Cincinnati, United States Brad Robbins - State Farm Agent Full time

    Join Our Dynamic State Farm Team!Are you an outgoing, customer-focused individual who thrives on interacting with the public? If so, a career with a State Farm independent contractor agent could be the perfect fit for you! Our agents exclusively market State Farm insurance and financial service products, and we are seeking energetic team members to join...

  • Customer Support Representative

    3 weeks ago

    Cincinnati, Ohio, United States Fidelity Investments Full time

    Job Overview:The Customer Support Agent role at Fidelity Investments is a unique opportunity to develop your skills and expertise in the financial services industry.As a licensed professional, you will provide outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients.You will develop skills to assist with a...

  • Financial Services Representative State Farm Agent Team Member

    4 weeks ago

    Cincinnati, Ohio, United States Brad Robbins - State Farm Agent Full time

    Job OverviewAs a Financial Services Representative with Brad Robbins - State Farm Agent, you will play a crucial role in marketing and selling financial products that help customers manage everyday risks. Your expertise in financial products will enable you to provide consultative advice to customers, helping them make informed decisions about their...

  • BDC Agent

    3 weeks ago

    Cincinnati, Ohio, United States Performance Kings Honda Full time

    Job Title: BDC AgentJob Summary:We are seeking a highly motivated and organized BDC Agent to join our team at Performance Kings Honda. As a BDC Agent, you will be responsible for managing our dealership's Internet leads database, scheduling customer sales visits, following up with sold and unsold clients, and promptly replying to all customer inquiries.Key...

  • Life Insurance Sales Agent

    4 weeks ago

    Cincinnati, Ohio, United States Kemper Full time

    Role OverviewKemper is a leading specialized insurer, and we're seeking a skilled Life Insurance Sales Agent to join our team. As a Life Insurance Sales Agent, you will be responsible for conducting sales presentations, recommending products, and closing sales. You will also be responsible for continuously prospecting for sales opportunities, collecting...

  • Customer Service Specialist

    3 months ago

    Cincinnati, United States State Farm Insurance Full time

    Position Overview Do you want a career in which you make a difference in people's lives and at same time create amazing opportunity to provide for your family? Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Sales Account Specialist- State Farm Agent Team Member. We seek an energetic professional...

  • Customer Service Specialist

    5 months ago

    Cincinnati, United States State Farm Insurance Full time

    Position Overview Do you want a career in which you make a difference in people's lives and at same time create amazing opportunity to provide for your family? Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Sales Account Specialist- State Farm Agent Team Member. We seek an energetic professional...

  • Customer Service Representative

    2 weeks ago

    Cincinnati, Ohio, United States Fidelity Investments Full time

    Job OverviewAbout the RoleFidelity Investments is seeking a highly motivated and dedicated Customer Support Agent to join our team. As a Customer Support Agent, you will be responsible for providing exceptional customer service to our valued clients, answering inbound phone calls, and resolving customer inquiries in a timely and professional manner.Key...

  • Insurance Sales Representative

    4 weeks ago

    Cincinnati, Ohio, United States Jason Hodge - State Farm Agent Full time

    Job OpportunityWe are seeking a highly organized and efficient specialist to join our team at Jason Hodge - State Farm Agent. As a Telemarketer - State Farm Agent Team Member, you will play a crucial role in supporting our insurance agents in gaining and keeping customers.Key Responsibilities:Establish and maintain strong customer relationships through...

  • Customer Service Representative

    4 weeks ago

    Cincinnati, Ohio, United States State Farm Insurance Full time

    Role OverviewAre you passionate about delivering exceptional customer experiences and driving business growth? We're seeking a motivated and results-driven professional to join our State Farm Agent team as a Sales Account Specialist. In this role, you'll have the opportunity to make a meaningful impact in people's lives while building a rewarding career with...