Financial Service Representative

3 weeks ago


Albuquerque, New Mexico, United States Fidelity Investments Full time

Fidelity Investments is seeking a motivated and customer-centric Financial Service Representative to join our team in Albuquerque, NM. As a Financial Service Representative, you will play a vital role in delivering exceptional customer experiences and advancing your career in a dynamic and growth-oriented environment.



As a Financial Service Representative, you will be responsible for providing top-notch customer service to Fidelity clients, addressing their inquiries, and resolving issues in a timely and professional manner. Your primary goal will be to foster strong relationships with customers, understand their financial goals, and offer tailored solutions to meet their needs.



In this role, you will have the opportunity to work in a fast-paced, customer-centric environment and develop your skills in areas such as financial product knowledge, communication, and problem-solving. You will also be part of a collaborative and supportive team that is dedicated to excellence and continuous learning.



Key Responsibilities:


  • Provide exceptional customer service via phone, email, and other digital channels
  • Analyze customer needs and offer personalized solutions to meet their financial goals
  • Develop and maintain a deep understanding of Fidelity's financial products and services
  • Work collaboratively with colleagues to resolve customer issues and improve overall customer experience
  • Participate in ongoing training and development programs to enhance skills and knowledge


Fidelity Investments is committed to providing a comprehensive benefits package that supports the well-being of our employees. As a Financial Service Representative, you will be eligible for:




  • A competitive salary range of $40,000 - $60,000 per year, depending on experience
  • A comprehensive benefits package, including medical, dental, and vision insurance
  • 401(k) retirement savings plan with company match
  • Tuition reimbursement and student loan assistance
  • Opportunities for career growth and advancement


If you are a motivated and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity. Please note that this is a full-time position, and you must be available to work a variety of shifts, including evenings and weekends.



Requirements:


  • Excellent communication and interpersonal skills
  • Strong problem-solving and analytical skills
  • Ability to work in a fast-paced, dynamic environment
  • High school diploma or equivalent required; degree in finance or related field a plus
  • Ability to type 40 words per minute and pass a standard English grammar test


Please submit your application, including your resume and a cover letter, to be considered for this exciting opportunity. We look forward to hearing from you



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