Financial Services Representative

2 weeks ago


Philadelphia, Pennsylvania, United States Fidelity TalentSource LLC Full time
Job Description:

Financial Services Representative

We are seeking a highly motivated and customer-focused Financial Services Representative to join our team. As a Financial Services Representative, you will be responsible for providing exceptional customer service to our clients, answering their questions, and helping them achieve their financial goals.

Key Responsibilities:
  • Provide outstanding customer service to clients via phone, email, and in-person interactions
  • Answer client questions and concerns regarding account balances, withdrawals, transfers, and other financial services
  • Help clients achieve their financial goals by providing personalized advice and guidance
  • Work collaboratively with other team members to ensure seamless client experiences
What We Offer:
  • A comprehensive training program to help you develop the skills and knowledge needed to succeed in this role
  • A supportive and collaborative team environment
  • Opportunities for career growth and advancement
  • A competitive salary and benefits package
Requirements:
  • High school diploma or equivalent required; associate's or bachelor's degree preferred
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and adapt to changing priorities
  • Basic computer skills and proficiency in Microsoft Office
Why Join Fidelity?

Fidelity is a leading provider of financial services, and we are committed to helping our clients achieve their financial goals. As a Financial Services Representative, you will have the opportunity to work with a talented team of professionals who are passionate about delivering exceptional customer service. We offer a comprehensive training program, competitive salary and benefits package, and opportunities for career growth and advancement.



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