Representative, Client Services

1 month ago

Roanoke, United States Fidelity Investments Full time
Job Description:

Target Class Start Date: October 14, 2024

Are you customer focused and also strive to deliver experiences that foster customer loyalty? Then this might be the right role and opportunity for you Apply now to be considered for the upcoming October class that includes an immersive paid training during onboarding

**Associates in this role can work in Smithfield, RI or in Westlake, TX.

The Role

The Operations & Services Group (OSG) Client Services division is seeking entry level, driven and knowledgeable associates As a Representative for Client Services, you will be directly involved in navigating transaction processing and carrying out our already-established record-keeping business practices, provides best in class service to financial advisors and other institutional clients by executing client requests and acting as a client advocate throughout the Fidelity organization through telephone within contact center. You ensure customer satisfaction by delivering extraordinary service, handling standard and complex interactions and processing of client inquiries received by phone or in writing.

We are customer-obsessed and strive to deliver experiences that foster customer loyalty through consistent, high-quality service, delivered by associates who can effectively transform knowledge to performance, complexity to simplicity, and customer service into relationships.

The Expertise/Skills You Bring

  • 2+ years of relevant experience in either call/contact center customer service and/or financial services operations
  • Excellent, proactive customer or client servicing skills, highly preferred
  • Experience working in a very dynamic environment managing competing priorities
  • Effective time management skills to meet deadlines
  • Self-motivated and has the desire to proactively take on additional responsibilities
  • Highly attentive to detail and organized, in order to execute on responsibilities efficiently
  • You are punctual, and demonstrate a strong dedication to attendance
  • You have a drive for learning all facets of the OSG Client Services business, including its' teams, systems, and processes
  • You have phenomenal communication, influencing and problem-solving skills
  • Working experience multi-tasking and working in a fast-paced environment to meet processing timeframes or deadlines
  • You have the desire to identify areas of improvement and be a part of developing the plan to implement change
  • You are customer-obsessed and strive to deliver exceptional experiences that foster customer loyalty


The Team

We provide superior customer service to Fidelity's Institutional businesses through innovation, dedication and commitment to excellence. This division is responsible for servicing our customers via inbound phones interactions, transaction processing and record-keeping for the transfer agent, Fidelity Investments Institutional Operations Company, Inc., as well as intermediary support and relationship management for Fidelity Institutional Asset Management (FIAM).

Certifications:

Category:

Brokerage Operations

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

  • client service representative

    3 months ago

    Roanoke, United States VCA Animal Hospitals Full time

    Client Service Representative We are seeking an experienced Client Service Representative to join our team. At VCA Animal Hospitals, we take our mission statement your pets health is our top priority and excellent service is our goal very seriously. With every opportunity, we aim to exceed each pet owners expectations. Were looking for a personable yet...

  • Client Service Representative

    4 weeks ago

    Roanoke, United States Fidelity Talentsource Llc Full time

    Client Service Representative Fidelity TalentSource is hiring a Client Service Representative Core Contributions to work at Fidelity in Westlake, Texas or Salt Lake City, Utah.The Role The Client Service Representative is a member of the Core Contributions team and is responsible for the timely and accurately processing and qualification of contributions to...

  • Client Service Representative/Reception

    2 weeks ago

    Roanoke, United States VetEvolve VA LLC Full time

    Big Lick Veterinary Services in Roanoke, Virginia is seeking a full time Veterinary Assistant to add to our team. We are a growing small animal practice dedicated to providing the highest level of veterinary medicine along with friendly, compassionate service. We believe in treating every patient as if they were our own pet, and giving them the same loving...

  • Client Services Representative

    3 weeks ago

    Roanoke, United States Russell Tobin Full time

    Russell Tobin and Associates is seeking Client Services Representatives for one of our top healthcare clients!Location: Roanoke, VA 24019Pay: $20/hr.Schedule: Mon- Fri // Training is onsite- then will transition to a hybrid role*4 weeks of training from 9am-5:30 pm CST (10-6:30 EST) onsite **Hybrid role after training - shifts between 8am-8pmESTPrimary...

  • Client Services Representative

    3 weeks ago

    Roanoke, United States Russell Tobin Full time

    Russell Tobin and Associates is seeking Client Services Representatives for one of our top healthcare clients!Location: Roanoke, VA 24019Pay: $20/hr.Schedule: Mon- Fri // Training is onsite- then will transition to a hybrid role*4 weeks of training from 9am-5:30 pm CST (10-6:30 EST) onsite **Hybrid role after training - shifts between 8am-8pmESTPrimary...

  • Client Service Representative/Reception

    2 weeks ago

    Roanoke, United States VetEvolve VA LLC Full time

    Big Lick Veterinary Services in Roanoke, Virginia is seeking a full time Veterinary Assistant to add to our team. We are a growing small animal practice dedicated to providing the highest level of veterinary medicine along with friendly, compassionate service. We believe in treating every patient as if they were our own pet, and giving them the same loving...

  • Client Service Representative/Reception

    2 weeks ago

    Roanoke, United States VetEvolve Full time

    Job DescriptionJob DescriptionDescription:Big Lick Veterinary Services in Roanoke, Virginia is seeking a full time Veterinary Assistant to add to our team. We are a growing small animal practice dedicated to providing the highest level of veterinary medicine along with friendly, compassionate service. We believe in treating every patient as if they were our...

  • Veterinary Assistant

    1 day ago

    Roanoke, Virginia, United States VetEvolve VA LLC Full time

    About VetEvolve VA LLCVetEvolve VA LLC is a dynamic and growing small animal practice dedicated to providing exceptional veterinary medicine and compassionate service. We are a team of highly trained and experienced animal lovers who are committed to delivering the highest level of care and compassion to our clients and patients.Job SummaryWe are seeking a...

  • Client Services Representative

    1 week ago

    Roanoke, Virginia, United States Commonwealth of Virginia Full time

    Job Responsibilities The Commonwealth of Virginia's Department of Motor Vehicles (DMV) is looking for a dedicated professional to serve as a Customer Service Generalist. This role will be based in our Customer Service Center and involves managing a variety of customer interactions. Key responsibilities include: Communicating essential policies, procedures,...

  • Client Support Representative

    4 days ago

    Roanoke, Virginia, United States Adecco Full time

    Job OverviewAdecco is collaborating with a prominent provider of accessibility solutions for individuals with mobility challenges, and is looking for a Client Support Representative to become part of their expanding team.Key Responsibilities:Act as an advocate for our clients, delivering outstanding service and attentively addressing their...

  • Financial Services Representative

    22 hours ago

    Roanoke, Virginia, United States Fidelity TalentSource LLC Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Financial Services Representative. In this role, you will be responsible for providing exceptional customer service and support to our clients, helping them to achieve their financial goals and objectives.Key ResponsibilitiesProvide personalized customer...

  • Member Service Representative

    1 week ago

    Roanoke, Virginia, United States Blue Eagle Credit Union Full time

    Position Overview: As a pivotal member of our team, the Member Service Representative plays a crucial role in fostering relationships with our clientele and ensuring their needs are met with excellence. Key Responsibilities: Welcome clients warmly, ensuring a positive first impression through exceptional communication skills.Utilize consultative selling...

  • Travel Nurse RN

    4 weeks ago

    Roanoke, United States HealthEcareers - Client Full time

    Titan Nurse Staffing is seeking a travel nurse RN PCU - Progressive Care Unit for a travel nursing job in Roanoke, Virginia.Job Description & RequirementsSpecialty: PCU - Progressive Care UnitDiscipline: RNStart Date: 09/03/2024Duration: 13 weeks36 hours per weekShift: 12 hours, nightsEmployment Type: TravelHealth care professional needed for a Stepdown...

  • Customer Service Representative

    3 months ago

    Roanoke, United States FYZICAL Therapy and Balance Centers Full time

    Job DescriptionJob DescriptionIf you have a passion for helping others and enjoy interacting with the general public, FYZICAL, the leading physical therapy company in the country, has a Customer Service Representative opening in Roanoke, TX, that is a perfect fit for you!As the first and last person our amazing clients see when they enter and leave our...

  • Financial Services Representative

    1 day ago

    Roanoke, Virginia, United States Fidelity TalentSource LLC Full time

    About the RoleFidelity TalentSource LLC is seeking a highly motivated and customer-focused Financial Services Representative to join our team. As a Financial Services Representative, you will play a critical role in providing exceptional customer service and support to our clients.Key ResponsibilitiesProvide personalized service to customers, responding to...

  • Customer Service Representative

    2 weeks ago

    Roanoke, United States Cardinal Health Full time

    The Representative II, Customer Service Operations processes orders for distribution centers and other internal customers in accordance to scheduling, demand planning and inventory. The Representative II administers orders in internal systems and res Customer Service Representative, Customer Service, Representative, Retail, Healthcare, Internal

  • Service Operations Representative

    4 days ago

    Roanoke, Virginia, United States Cardinal Health Full time

    Schedule: Monday-Friday 8:00AM-4:30PMStarting Pay: $18-$20/HR (depending on experience)Bonus eligible: NoBenefits: 401k Contributions, Paid Time Off, Access to wages before pay day with myFlexPay_Role Overview_The Customer Service Operations team plays a vital role in fostering and enhancing customer relationships through effective contract management, order...

  • Customer Service Representative

    3 months ago

    Roanoke, United States Hawk Advisers Full time

    **JOB SUMMARY** The Customer Service Representative (CSR) is an entry level position that plays a significant role in shaping our customer experience and full-filling our company's mission. The CSR is responsible for providing exceptional customer service and supporting the needs of our clients. The is an exciting opportunity to join a well-established...

  • Customer Service Representative

    6 days ago

    Roanoke, United States Addison Group Full time

    Title: Customer Service RepresentativeEmployment Type: Full Time - ContractLocation: Westlake, TXSalary: $18.50/hourHours: 8am-5pm, Monday - FridayRole RequirementsEducation: High School Diploma requiredExperience: 6 months+ of customer service/call center experienceSoftware: Microsoft Office Suite proficient and can type (at minimum) 40...

  • Customer Service Representative

    3 months ago

    Roanoke, United States County of Roanoke VA Full time

    Performs work of moderate difficulty in assisting internal and external customers with requests for information or services. Performs administrative work that may include data entry, recordkeeping, staffing the front desk and answering a multi-line t Customer Service Representative, Customer Service, Representative, Accounting, Retail