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Financial Services Professional

2 months ago


Orland Park, Illinois, United States Fidelity Investments Full time

About the Role

We are seeking a highly motivated and customer-focused Financial Services Representative to join our team at Fidelity Investments. As a Financial Services Representative, you will play a critical role in supporting our customers with their financial needs, while also developing your skills and knowledge in the financial services industry.

Key Responsibilities

  • Provide exceptional customer service to our clients, answering their questions and addressing their concerns in a timely and professional manner.
  • Work closely with our customers to understand their financial goals and objectives, and provide personalized recommendations to help them achieve their goals.
  • Develop and maintain a deep understanding of our products and services, and be able to communicate their benefits and features to our customers.
  • Collaborate with our sales team to identify opportunities to upsell and cross-sell our products and services to our customers.
  • Participate in ongoing training and development programs to stay up-to-date on industry trends and best practices.

What We Offer

  • A comprehensive training program to help you develop the skills and knowledge you need to succeed in this role.
  • A competitive salary and benefits package, including health insurance, 401(k) matching, and paid time off.
  • The opportunity to work with a dynamic and supportive team of professionals who are passionate about delivering exceptional customer service.
  • A fast-paced and challenging work environment that will help you grow and develop as a professional.

Requirements

  • High energy and enthusiasm with a natural passion for helping people.
  • Flexibility and self-motivation, with the ability to work in a fast-paced environment.
  • Experience in customer service (phone or in-person) and an ability to thrive face-to-face with clients.
  • Eagerness to learn and build a career in financial services.
  • Ability to deliver an outstanding customer experience.

About Fidelity Investments

Fidelity Investments is a leading provider of financial services, with a long history of innovation and customer satisfaction. We are committed to helping our customers achieve their financial goals, and we are seeking talented and motivated individuals to join our team.