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Financial Services Representative

2 months ago


Smithfield, Rhode Island, United States Fidelity TalentSource LLC Full time

About the Role:

Fidelity TalentSource LLC 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.
  • Work collaboratively with internal teams to resolve customer concerns and provide solutions.
  • Develop and maintain a deep understanding of our products and services to effectively communicate with customers.
  • Continuously improve customer satisfaction and loyalty by identifying and addressing areas for improvement.

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.
  • 1-2 years of customer-facing experience in a financial services or related industry.

What We Offer:

  • A competitive salary and benefits package, including medical, dental, and vision insurance.
  • A comprehensive training program to help you develop your skills and knowledge.
  • A collaborative and dynamic work environment with opportunities for growth and advancement.
  • A commitment to diversity, equity, and inclusion, with a focus on creating a workplace that values and respects all employees.

How to Apply:

If you are a motivated and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity.