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Financial Services Representative
2 months ago
Fidelity TalentSource LLC is seeking a highly motivated and customer-focused individual to join our team as a Financial Services Representative. 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 personalized service to clients, responding to their inquiries and resolving their issues in a timely and professional manner.
- Assist clients with a range of financial services, including account management, investment advice, and retirement planning.
- Develop and maintain strong relationships with clients, understanding their financial needs and goals, and providing tailored solutions to meet their needs.
- Work collaboratively with internal teams, including sales, marketing, and operations, to ensure seamless delivery of services to clients.
- Stay up-to-date with industry trends and developments, and apply this knowledge to provide expert advice and guidance to clients.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Strong analytical and problem-solving skills, with the ability to analyze complex financial data and provide clear and concise recommendations.
- Ability to work in a fast-paced environment, with multiple priorities and deadlines.
- High school diploma or equivalent required; degree in finance, business, or related field preferred.
- 1-2 years of experience in a customer-facing role, preferably in the financial services industry.
- A competitive salary and benefits package, including medical, dental, and vision insurance, 401(k) matching, and paid time off.
- Opportunities for professional growth and development, including training and education programs, mentorship, and career advancement.
- A dynamic and supportive work environment, with a team of experienced professionals who are passionate about delivering exceptional customer service.
- The chance to make a real difference in the lives of our clients, helping them to achieve their financial goals and objectives.