Financial Services Customer Representative

2 weeks ago


Smithfield, Ohio, United States Fidelity TalentSource LLC Full time

Exciting Career Opportunity at Fidelity TalentSource LLC

Fidelity TalentSource LLC is seeking motivated individuals to become part of their customer service division.

Embarking on a career with Fidelity means entering a fulfilling role where you can make a significant difference in the lives of customers. Here are some key benefits offered by Fidelity:

  • Parental Leave Policies
  • Educational Assistance Programs
  • Support for Student Loans
  • 401(K) Plan with Employer Match
  • Comprehensive Health, Dental, and Vision Coverage
  • Disability Coverage
  • Paid Time Off
  • Commuter Benefits
  • Charitable Contribution Matching
  • Concierge Services
  • Wellness Initiatives
  • Fitness Expense Reimbursement

In this position, you will assist clients in reaching their financial objectives by providing support with account inquiries, withdrawals, fund transfers, and additional services. Fidelity is dedicated to fostering your professional development through training and advancement opportunities within the organization.

Here’s an overview of the program:

  • Training Duration: The initial six months will concentrate on your role as a Financial Customer Associate.
  • Continuous Development: Ongoing training and support through various customer service channels.

Experience the advantages of working at Fidelity, including:

  • Comprehensive Onboarding & Experiential Learning
  • Recognition & Rewards Programs
  • Career Development Coaching
  • Flexible Scheduling and Additional Work Opportunities

Required Skills and Qualifications:

  • Strong communication and relationship-building abilities
  • Empathy and active listening skills
  • Adaptability to diverse work environments
  • Problem-solving and collaborative skills
  • High motivation and interpersonal skills
  • Minimum typing proficiency of 40 words per minute

Your Contribution:

  • Commitment to assisting others
  • Willingness to learn and implement new concepts
  • Providing outstanding customer service

Work Schedule: Monday to Friday. Training hours from 8:30 am to 5:00 pm EST, with availability for an 8-hour shift between 8:30 am and Midnight EST.

Explore this opportunity to build a rewarding career at Fidelity, a company committed to enhancing the financial well-being of its clients.



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