Financial Services Representative
4 weeks ago
We are seeking a highly motivated and customer-focused individual to join our team as a Financial Customer Associate. As a key member of our customer service team, you will be responsible for providing exceptional service to our clients, resolving their issues, and ensuring their overall satisfaction.
About the Role:This is a full-time, primarily phone-based contact center position that requires excellent communication and problem-solving skills. You will work closely with our team to provide timely and effective solutions to our clients' needs.
Key Responsibilities:- Establish and maintain strong relationships with clients through effective communication and empathy
- Utilize internal resources to resolve client issues and provide accurate solutions
- Demonstrate excellent customer service skills, including perseverance and professionalism
- Define and escalate complex issues to ensure timely resolution
- Take initiative to acquire knowledge and expertise to effectively resolve client issues
- Assist clients with professionalism and follow measurable business goals
- High school diploma or equivalent required; degree or customer service experience preferred
- Excellent listening and empathy skills to support diverse client needs
- Strong communication skills, both written and verbal, to support clients through multiple channels
- Service-oriented attitude and ability to work as a supportive teammate
- Personal computer proficiency, including typing 40 words per minute and passing a standard English grammar test
- Proactive problem-solving skills and ability to manage challenging situations
- Ability to utilize effective questioning to uncover client needs and identify actions to achieve positive outcomes
Fidelity offers a range of benefits to support your professional and personal growth, including flexible work arrangements, tuition reimbursement programs, and opportunities for career advancement.
Schedule:This is a Monday-Friday, 40-hour per week position with open availability from 7:30am to 11:00pm CST. Overtime hours are encouraged during peak call periods.
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