Financial Services Representative

3 days ago


Covington, Kentucky, United States Fidelity Investments Full time
Job Description:

Fidelity Investments is seeking a talented and bilingual Phone Associate to join our team. As a Phone Associate, you will play a critical role in providing exceptional customer service to our clients, helping them achieve their financial goals and dreams.

As a Phone Associate, you will be responsible for handling a wide range of customer inquiries and issues, from account balance and withdrawals to transfers and resources. You will work closely with our team to provide timely and effective solutions to our clients' needs.

We are committed to investing in our associates' growth and development, providing training and support to help you succeed in your role. You will have the opportunity to work with a diverse group of clients, developing your communication and problem-solving skills.

Our team is dedicated to delivering exceptional customer service, and we are looking for someone who shares our passion for helping others. If you are a team player with excellent communication skills and a passion for customer service, we encourage you to apply for this exciting opportunity.

Key Responsibilities:

  • Provide exceptional customer service to clients via phone
  • Handle customer inquiries and issues in a timely and effective manner
  • Work closely with the team to resolve customer issues
  • Develop and maintain strong relationships with clients
  • Stay up-to-date on product and service offerings

Requirements:

  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment
  • Strong problem-solving and analytical skills
  • Ability to work independently and as part of a team
  • High school diploma or equivalent required

What We Offer:

  • Competitive salary and benefits package
  • Opportunities for career growth and development
  • Collaborative and dynamic work environment
  • Recognition and rewards for outstanding performance

How to Apply:

If you are a motivated and customer-focused individual with a passion for delivering exceptional service, we encourage you to apply for this exciting opportunity. Please submit your resume and a cover letter outlining your qualifications and experience.



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