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 play a critical role in supporting our customers by answering their questions, resolving their issues, and providing them with exceptional service.

Key Responsibilities:

  • Provide exceptional customer service to our clients, responding to their inquiries and resolving their issues in a timely and professional manner.
  • Work closely with our customers to understand their financial needs and provide them with personalized solutions and recommendations.
  • Develop and maintain strong relationships with our customers, building trust and loyalty through consistent and high-quality service.
  • Stay up-to-date on our products and services, as well as industry trends and developments, to provide our customers with the most accurate and relevant information.
  • Collaborate with our internal teams to resolve customer issues and provide seamless service.

What We Offer:

  • A dynamic and supportive work environment that encourages growth and development.
  • A comprehensive training program that equips you with the skills and knowledge needed to succeed in this role.
  • A competitive compensation and benefits package that includes opportunities for advancement and professional growth.
  • A commitment to diversity, equity, and inclusion, with a focus on creating a workplace that is welcoming and inclusive for all employees.

Requirements:

  • High school diploma or equivalent required; bachelor's degree preferred.
  • 1-2 years of customer service experience, preferably in a financial services or related industry.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships 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 and adapt to changing priorities and deadlines.

Why Join Fidelity?

Fidelity is a leading provider of financial services, with a commitment to helping our customers achieve their financial goals. We offer a dynamic and supportive work environment, with opportunities for growth and development. Our employees are our greatest asset, and we are committed to providing them with the tools, training, and support they need to succeed.

Equal Opportunity Employer:

Fidelity is an equal opportunity employer, committed to diversity, equity, and inclusion. We welcome applications from qualified candidates of all backgrounds and perspectives. If you are interested in this opportunity, please submit your application through our website.



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