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Customer Service Representative

2 months ago


Covington, Kentucky, United States Fidelity Investments Full time
About the Role

Fidelity Investments is seeking a highly motivated and customer-focused individual to join our team as a Customer Service 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 Responsibilities
  • Provide timely and effective responses to customer inquiries and concerns via phone, email, and other digital channels.
  • Assist customers with a range of financial services, including account management, transactions, and product information.
  • Work collaboratively with internal teams to resolve customer issues and provide solutions.
  • Stay up-to-date with product and service offerings, as well as industry trends and developments.
  • Participate in ongoing training and development to enhance skills and knowledge.
Requirements
  • High school diploma or equivalent required; associate's or bachelor's degree preferred.
  • Excellent communication and interpersonal skills, with the ability to work effectively with diverse customer groups.
  • Strong problem-solving and analytical skills, with the ability to think critically and make sound decisions.
  • Ability to work in a fast-paced environment, with multiple priorities and deadlines.
  • Basic computer skills and proficiency in Microsoft Office applications.
What We Offer
  • A competitive salary and benefits package, including medical, dental, and vision insurance.
  • A comprehensive training program, including onboarding, product training, and ongoing development opportunities.
  • A collaborative and supportive work environment, with opportunities for growth and advancement.
  • A recognition and rewards program, acknowledging outstanding performance and contributions.
About Fidelity Investments

Fidelity Investments is a leading provider of financial services, with a mission to strengthen the financial well-being of our clients. We offer a range of products and services, including investment management, retirement planning, and wealth management. Our team is dedicated to providing exceptional customer service and support, and we are committed to making a positive impact in the communities we serve.