Current jobs related to Financial Services Representative - Lincoln, Nebraska - Fidelity Investments

  • Insurance Service Representative

    1 week ago

    Lincoln, Nebraska, United States Happ Financial Services, Inc Full time

    Job Title: Insurance Service RepresentativeJob Summary:At Happ Financial Services, Inc, we are seeking a highly skilled Insurance Service Representative to join our team. As an Insurance Service Representative, you will be responsible for providing exceptional support to policyholders by addressing their queries, concerns, and needs with accuracy and...

  • Customer Service Representative

    1 week ago

    Lincoln, Nebraska, United States Security Financial Services Full time

    We're a company of passionate individuals dedicated to making a difference in people's lives. At Security Financial Services, we're committed to advancing our mission of helping people through difficult times.As a Certified B Corporation, we prioritize our people, community, and planet. Our team members are vibrant and passionate, working together to create...

  • Sales Representative

    2 weeks ago

    Lincoln, Nebraska, United States Involve Financial Full time

    Job OverviewWe are seeking a highly motivated Sales Representative to join our team at Involve Financial. As a Sales Representative, you will be responsible for building relationships with clients and providing them with the best supplemental insurance benefits available.Key ResponsibilitiesDevelop and implement sales strategies to meet or exceed sales...

  • Customer Service Representative

    2 weeks ago

    Lincoln, Nebraska, United States Symmetry Financial Group - Gary Uyemura Full time

    Unlock Your Potential with Symmetry Financial GroupAre you ready to embark on a career that offers limitless growth opportunities and a proven system for success?As a Customer Service Representative with Symmetry Financial Group, you'll have the chance to build a business that generates system-driven income and allows you to reach your full potential.Our...

  • Customer Service Representative

    2 weeks ago

    Lincoln, Nebraska, United States Bryan Health Full time

    We are seeking a skilled Customer Service Representative to represent Patient Financial Services (PFS) by answering phone inquiries and responding to written and face-to-face inquiries related to billing. Key responsibilities include:Key Responsibilities:Answering phone inquiries related to billingResponding to written and face-to-face inquiries related to...

  • Financial Advisor

    1 week ago

    Lincoln, Nebraska, United States Thrivent Financial Full time

    About the Role:As a Thrivent Financial advisor, you will have the opportunity to make a meaningful impact in the lives of clients by providing personalized, actionable, and achievable financial guidance. You will be responsible for building a financial practice that empowers Christians to achieve their financial goals and live more generous lives.Key...

  • Customer Service Representative

    2 weeks ago

    Lincoln, Nebraska, United States Fidelity Investments Full time

    Job Description:We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our customer support team, you will be responsible for providing exceptional service to our clients, resolving their inquiries and concerns in a timely and professional manner.As a Customer Service...

  • Customer Service Representative

    2 weeks ago

    Lincoln, Nebraska, United States Security First Bank Full time

    Job Title: Customer Service RepresentativeJob Summary:We are seeking a highly skilled Customer Service Representative to join our team at Security First Bank. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients, responding to their inquiries, and resolving any issues they may have.Key...

  • Insurance and Financial Services Professional

    1 month ago

    Lincoln, Nebraska, United States Hung Nguyen - State Farm Agent Full time

    {"title": "Insurance and Financial Services Position Overview", "content": "At Hung Nguyen - State Farm Agent, we are seeking a highly motivated and customer-focused professional to join our team as an Insurance and Financial Services Position. As a key member of our team, you will play a vital role in helping our business grow through value-based...

  • Insurance and Financial Services Professional

    4 weeks ago

    Lincoln, Nebraska, United States Hung Nguyen - State Farm Agent Full time

    Insurance and Financial Services Position OverviewAs a successful State Farm Agent, we are seeking a qualified professional to join our winning team as an Insurance and Financial Services Position - State Farm Agent Team Member. We are looking for an energetic professional who is interested in helping our business grow through value-based conversations and...

  • Sales Representative

    1 month ago

    Lincoln, Nebraska, United States Elevated Financial Benefits Full time

    Job OpportunityWe are seeking a highly motivated and results-driven Outside Sales Representative to join our team at Elevated Financial Benefits. As a key member of our sales team, you will be responsible for driving new business and expanding our presence in the Lincoln and surrounding areas.About UsElevated Financial Benefits is a nationally recognized...

  • Customer Service Representative

    2 weeks ago

    Lincoln, Nebraska, United States Fidelity TalentSource LLC Full time

    Job Description:We are seeking a Customer Service Representative to join our team at Fidelity Investments. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients, answering their questions, and resolving their issues in a timely and professional manner.Key Responsibilities:Provide customer...

  • Customer Service Representative

    1 month ago

    Lincoln, Nebraska, United States Security First Bank Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Security First Bank. As a key member of our customer service team, you will be responsible for providing exceptional service to our customers, handling financial transactions, and ensuring that our customers have a positive banking...

  • Customer Service Representative

    1 week ago

    Lincoln, Nebraska, United States PNC Full time

    Job DescriptionDeliver Exceptional Customer ServiceAs a Customer Service Representative at PNC, you will be responsible for providing exceptional customer service to our clients. This includes accurately performing high-volume customer banking transactions, educating customers on new technology, and developing banking product referral opportunities through...

  • Insurance and Financial Services Professional

    3 weeks ago

    Lincoln, Nebraska, United States Hung Nguyen - State Farm Agent Full time

    Position OverviewAs a successful State Farm Agent, we are seeking a qualified professional to join our winning team as an Insurance and Financial Services Position - State Farm Agent Team Member. We are looking for an energetic and motivated individual who is interested in helping our business grow through value-based conversations and remarkable customer...

  • Member Service Representative

    2 weeks ago

    Lincoln, Nebraska, United States Walmart Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Member Service Representative to join our team at Sam's Club. As a Member Service Representative, you will be responsible for providing exceptional customer service, ensuring a positive shopping experience for our members, and maintaining a clean and organized sales floor.Key...

  • Member Service Representative

    3 weeks ago

    Lincoln, Nebraska, United States Sam's Club Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Member Service Representative to join our team at Sam's Club. As a Member Service Representative, you will be responsible for providing exceptional member service, ensuring a positive shopping experience, and maintaining a clean and organized sales floor.Key ResponsibilitiesProvide member...

  • Customer Service Representative/Teller

    2 weeks ago

    Lincoln, Nebraska, United States Security First Bank Full time

    Job Title: Customer Service Representative/TellerAre you looking for a career where you have evenings off to do the things that you enjoy? Do you like a professional office environment with Federal Holidays and Sundays off? We are seeking a friendly and smiling face to join our customer service team.About the Role:The Customer Service Representative assists...

  • Customer Service Representative

    2 months ago

    Lincoln, Nebraska, United States Union Bank & Trust Company Full time

    Job SummaryAt Union Bank & Trust Company, we are seeking a highly skilled and customer-focused Customer Service Representative to join our team. As a key member of our banking team, you will be responsible for providing exceptional customer service, processing financial transactions, and promoting our bank's products and services.Key ResponsibilitiesCustomer...

  • Customer Service Representative

    2 weeks ago

    Lincoln, Nebraska, United States Fidelity TalentSource LLC Full time

    Job Overview:We are seeking a highly motivated and customer-focused individual to join our customer service team in Omaha, NE. As a Customer Service Representative, you will be responsible for providing exceptional service to our clients, resolving their issues, and helping them achieve their financial goals.Key Responsibilities:Establish and maintain...

Financial Services Representative

2 months ago

Lincoln, Nebraska, United States Fidelity Investments Full time
About the Role

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

Key Responsibilities
  • Establish and maintain strong relationships with clients, understanding their financial needs and providing tailored solutions.
  • Provide accurate and timely financial information and guidance to clients, ensuring they have a clear understanding of their financial situation.
  • Work closely with internal teams to resolve client issues and concerns, ensuring a high level of customer satisfaction.
  • Stay up-to-date with industry developments and regulatory changes, ensuring compliance with all relevant laws and regulations.
  • Collaborate with colleagues to share best practices and improve processes, driving continuous improvement and excellence.
Requirements
  • Strong communication and interpersonal skills, with the ability to build rapport with clients and colleagues.
  • Excellent problem-solving and analytical skills, with the ability to think critically and make sound decisions.
  • Ability to work in a fast-paced environment, prioritizing tasks and managing multiple projects simultaneously.
  • Strong attention to detail and organizational skills, with the ability to maintain accurate records and files.
  • Ability to work collaboratively as part of a team, supporting colleagues and contributing to a positive and inclusive work environment.
What We Offer
  • A competitive salary and benefits package, including health insurance, retirement savings, and paid time off.
  • Opportunities for professional growth and development, including training and education programs.
  • A dynamic and supportive work environment, with a focus on teamwork and collaboration.
  • A comprehensive onboarding program, ensuring a smooth transition into the role and providing the necessary tools and resources for success.