Client Services Representative

4 weeks ago


Westlake, Ohio, United States Fidelity TalentSource LLC Full time

Job Description:

We are seeking a highly motivated and customer-focused individual to join our Operations and Services Group as a Client Services Representative. In this role, you will be responsible for providing exceptional service to our institutional clients, navigating transaction processing, and executing client requests. You will also be involved in record-keeping and providing best-in-class service to financial advisors and other institutional clients.

The Role:

As a Client Services Representative, you will be the primary point of contact for our clients, handling standard and complex interactions, and processing client inquiries received by phone or in writing. You will ensure customer satisfaction by delivering extraordinary service and acting as a client advocate throughout the Fidelity organization.

The Expertise/Skills You Bring:

  • 2+ years of relevant experience in either call/contact center customer service and/or financial services operations
  • Excellent, proactive customer or client servicing skills
  • Experience working in a dynamic environment managing competing priorities
  • Effective time management skills to meet deadlines
  • Self-motivated and has the desire to proactively take on additional responsibilities
  • Highly attentive to detail and organized
  • Punctual and demonstrates a strong dedication to attendance
  • Drive for learning all facets of the OSG Client Services business
  • Phenomenal communication, influencing, and problem-solving skills
  • Working experience multi-tasking and working in a fast-paced environment
  • Customer-obsessed and strives to deliver exceptional experiences that foster customer loyalty

The Team:

We provide superior customer service to Fidelity's Institutional businesses through innovation, dedication, and commitment to excellence. This division is responsible for servicing our customers via inbound phone interactions, transaction processing, and record-keeping for the transfer agent, Fidelity Investments Institutional Operations Company, Inc., as well as intermediary support and relationship management for Fidelity Institutional Asset Management (FIAM).



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