Customer Financial Associate

7 days ago


Roanoke, Virginia, United States Fidelity TalentSource LLC Full time
About the Role

Fidelity 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 Responsibilities
  • Provide personalized service to clients, responding to their inquiries and resolving their issues in a timely and professional manner.
  • Assist clients with a range of financial services, including account management, investment advice, and retirement planning.
  • Develop and maintain strong relationships with clients, understanding their financial goals and objectives.
  • Stay up-to-date on industry trends and developments, applying this knowledge to provide clients with informed and expert advice.
  • Collaborate with internal teams to ensure seamless delivery of services and support to clients.
Requirements
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients.
  • Strong analytical and problem-solving skills, with the ability to think critically and make informed decisions.
  • Ability to work in a fast-paced environment, prioritizing multiple tasks and deadlines.
  • High school diploma or equivalent required; degree in finance, business, or related field preferred.
  • 1-2 years of experience in a customer-facing role, preferably in the financial services industry.
What We Offer
  • A competitive salary and benefits package, including medical, dental, and vision insurance.
  • A comprehensive training program, designed to equip you with the skills and knowledge needed to succeed in this role.
  • Ongoing professional development opportunities, including training and education programs.
  • A dynamic and supportive work environment, with a team of experienced professionals who are passionate about delivering exceptional customer service.


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