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Financial Services Representative

2 months ago


Smithfield, Rhode Island, United States Fidelity TalentSource LLC Full time
About the Role

We are seeking a highly motivated and customer-focused individual to join our team as a Financial Customer Associate. In this role, you will be responsible for providing exceptional customer service and support to our clients, helping them to achieve their financial goals and objectives.

Key Responsibilities
  • Provide timely and effective support to customers through various communication channels, including phone, email, and digital platforms.
  • Assist customers with a range of financial services, including account management, transactions, and product information.
  • Develop and maintain a deep understanding of our products and services, as well as industry trends and best practices.
  • Work collaboratively with internal teams to resolve customer issues and provide seamless support.
  • Continuously improve customer satisfaction and loyalty through proactive communication and issue resolution.
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 resolve complex customer issues.
  • Ability to work in a fast-paced environment, with multiple priorities and deadlines.
  • Proficiency in using technology, including CRM systems and digital platforms.
  • High school diploma or equivalent required; associate's or bachelor's degree preferred.
What We Offer
  • A competitive salary and benefits package, including medical, dental, and vision insurance.
  • A comprehensive training program, including onboarding and ongoing development opportunities.
  • A collaborative and dynamic work environment, with opportunities for growth and advancement.
  • A recognition and rewards program, celebrating individual and team achievements.
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. Please submit your resume and a cover letter outlining your qualifications and experience.