Financial Services Representative

4 days ago

Smithfield, Rhode Island, 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 Financial Customer Associate. In this role, you will play a critical part in delivering exceptional customer service and support to our clients.

Key Responsibilities
  • Provide timely and effective support to customers through various channels, including phone, email, and digital platforms.
  • Assist customers with a range of inquiries and issues related to their financial accounts and services.
  • Develop and maintain a deep understanding of Fidelity's products and services to provide accurate and informed support.
  • Work collaboratively with colleagues to resolve complex customer issues and provide a seamless customer experience.
  • Participate in ongoing training and development to enhance skills and knowledge in areas such as financial products, customer service, and communication.
Requirements
  • Excellent communication and interpersonal skills, with the ability to build rapport with customers and colleagues.
  • Strong problem-solving and analytical skills, with the ability to think critically and resolve complex issues.
  • Ability to work in a fast-paced environment and adapt to changing priorities and deadlines.
  • High school diploma or equivalent required; associate's or bachelor's degree preferred.
  • Ability to type 40 words per minute and pass a standard English grammar test.
What We Offer
  • A competitive hourly rate and opportunities for career advancement.
  • A comprehensive benefits package, including medical, dental, and vision insurance.
  • A 401(k) plan with company match and other retirement savings options.
  • Opportunities for professional development and training.
  • A dynamic and supportive work environment.

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