Financial Services Representative

4 weeks ago


Sunnyvale, California, United States Fidelity TalentSource LLC Full time
Unlock Your Potential in Financial Services

Are you passionate about helping people achieve their financial goals? Do you have a strong desire to learn and grow in a dynamic industry? If so, we invite you to explore a career as a Financial Services Representative at Fidelity Investments.

About the Role

As a Financial Services Representative, you will play a critical role in supporting our customers with their financial needs. You will work closely with our team to provide exceptional customer service, answer questions, and help customers achieve their financial goals.

What We Offer
  • Comprehensive Training Program: We provide a comprehensive training program to help you develop the skills and knowledge you need to succeed in this role.
  • Opportunities for Advancement: We offer opportunities for advancement and career growth, so you can continue to develop your skills and take on new challenges.
  • Competitive Compensation and Benefits: We offer competitive compensation and benefits, including a base salary range of $45,000 - $75,000 per year.
  • Flexible Work Arrangements: We offer flexible work arrangements, including the option to work from home and in our Investor Centers.
Requirements
  • High Energy and Enthusiasm: We are looking for individuals with high energy and enthusiasm who are passionate about helping people.
  • Flexibility and Self-Motivation: We need individuals who are flexible and self-motivated, with a strong desire to learn and grow.
  • Customer Service Experience: We require individuals with customer service experience, either in a phone or in-person setting.
What to Expect

In your first year as a Financial Services Representative, you will work closely with our team to develop your skills and knowledge. You will spend four days a week working from home and one day a week in our Investor Center, where you will support customers with increasing complexity. You will also have dedicated time each week to develop new skills and connect with colleagues.

After completing our comprehensive training program, you will transition to working fully on-site in our Investor Center. Depending on business need, you may spend more time working remotely supporting inbound phone customers before transitioning to an Investor Center.

We are committed to helping you grow and develop in your career. We offer a range of benefits, including tuition reimbursement, student loan assistance, and a 401(k) match. We also provide opportunities for advancement and career growth, so you can continue to develop your skills and take on new challenges.

At Fidelity Investments, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, which will account for 7 years or more of history, depending on the role.

We invite you to explore a career as a Financial Services Representative at Fidelity Investments. Apply today and take the first step towards a rewarding and challenging career in financial services.



  • Sunnyvale, California, United States CrowdStrike Full time

    About the RoleWe are seeking a highly skilled and experienced Assistant General Counsel, Financial Services to join our growing Legal team at CrowdStrike. This is a new position that will support the development, growth, and delivery of financial services to our customers.This is a highly collaborative role, working cross-functionally with our finance,...


  • Sunnyvale, California, United States R.S. Hughes Company Inc. Full time

    R.S. Hughes Company, Inc. is a dynamic distributor of industrial supplies. We are seeking a Customer Care Representative to handle a high-volume of phone inquiries from B2B customers and Outside Sales Reps. The ideal candidate will have excellent communication skills, be detail-oriented, and have experience in product-based customer service.Key...


  • Sunnyvale, California, United States R.S. Hughes Full time

    Customer Care Representative Job DescriptionR.S. Hughes Company, Inc. is a dynamic, North American distributor of industrial supplies. We are seeking a highly skilled Customer Care Representative to join our team.Key Responsibilities:Handle a high-volume of phone inquiries from R.S. Hughes B2B customers and Outside Sales Reps regarding pricing, availability,...


  • Sunnyvale, California, United States IntelliPro Group Inc. Full time

    Job OverviewWe are seeking a highly skilled Customer Service Representative to join our team at IntelliPro Group Inc.This role will be responsible for providing exceptional customer service to our clients, ensuring their needs are met and exceeded.The ideal candidate will have excellent communication skills, both written and verbal, and be able to work...


  • Sunnyvale, California, United States R.S. Hughes Full time

    About the Role:The Customer Care Representative will be responsible for handling a high-volume of phone inquiries from R.S. Hughes B2B customers and Outside Sales Reps, regarding pricing, availability, and delivery logistics. This position will manage orders to include order entry, backlog management, and leverage all available resources to meet customer...


  • Sunnyvale, California, United States Marthas Travel and Income Tax Service Corp Full time

    h3Job Description/h3pWe are seeking a highly motivated and dedicated Insurance Producer to join our team at Marthas Travel and Income Tax Service Corp. As a key member of our team, you will be responsible for providing exceptional customer service, sales, and underwriting support to our clients./ph4Key Responsibilities:/h4ulliProvide in-person customer...


  • Sunnyvale, California, United States 24 Hour Fitness Full time

    Job SummaryThe Sales and Service Overnight (SSO) is a critical member of the Club Operations team at 24 Hour Fitness. As a dedicated overnight shift representative, you will play a key role in upholding the company's Service Commitments, starting with a Clean, Friendly, Well-Maintained gym. Your primary responsibility will be to interact with guests,...


  • Sunnyvale, California, United States Daltile Full time

    Job DescriptionThe Senior Accountant is a key member of the Daltile team, responsible for supporting financial analysis objectives by assisting in the administration of sound financial procedures and processes. This role will assist with the preparation of budgets, business plans, and financial evaluations by providing reports and data management and system...

  • Night Auditor

    3 weeks ago


    Sunnyvale, California, United States Hersha Hospitality Management Full time

    Key Responsibilities:As a Night Auditor at Hersha Hospitality Management, you will be responsible for balancing revenue and settling accounts nightly. This involves maintaining accurate financial records, resetting the system for the next day of operations, and performing Guest Service Agent tasks and duties.Accounting and Financial Expertise:You will...


  • Sunnyvale, California, United States Amazon Full time

    Job SummaryAmazon is seeking a highly skilled Senior Product Manager to lead the development and launch of new voice-forward in-vehicle experiences with our strategic partners. As a key member of the Amazon Smart Vehicles team, you will have the opportunity to impact the customer experience, design, architecture, and implementation of cutting-edge automotive...

  • Sales Representative

    4 weeks ago


    Sunnyvale, California, United States IrisAgent Full time

    We are seeking a highly motivated and results-driven Sales Representative to join our team at IrisAgent. As a Sales Representative, you will be responsible for identifying and pursuing new business opportunities, building strong relationships with customers, and driving revenue growth.Key Responsibilities:Develop and execute sales strategies to achieve sales...


  • Sunnyvale, California, United States Choice Hotels Full time

    Job Title: Night Audit RepresentativeChoice Hotels International is seeking a detail-oriented and customer-focused Night Audit Representative to join our team. As a Night Audit Representative, you will be responsible for ensuring the accuracy and timeliness of all property receipts, following cash handling procedures, and providing exceptional guest...


  • Sunnyvale, California, United States Road Runner Sports Full time

    About Road Runner SportsWe are a leading retailer of fitness and sports equipment, dedicated to helping our customers achieve their fitness goals. Our team is passionate about providing exceptional customer service and creating a fun and energetic work environment.Job SummaryWe are seeking a highly motivated and customer-focused Sales Representative to join...


  • Sunnyvale, California, United States Wingstop Restaurants Full time

    Delivering World Class ServiceAs a Guest Service Team Member at Wingstop, you will be responsible for:Providing authentic, positive, and genuine experiences for our guestsInteracting with guests by greeting them, answering the phone, taking and delivering ordersActing as the face and voice of Wingstop to all guests who walk into the restaurantKey...


  • Sunnyvale, California, United States Elements Massage Full time

    Overview:We are seeking a highly motivated and customer-focused individual to join our team as a Retail Sales Associate at Elements Massage studio in Sunnyvale. As a key member of our sales team, you will be responsible for providing exceptional customer service, selling our Elements Wellness Program, and building strong relationships with our clients.Key...


  • Sunnyvale, California, United States Bonchon Full time

    We are seeking a highly motivated and enthusiastic individual to join our team as a Cashier at Bonchon. As a key member of our front-of-house staff, you will be responsible for providing exceptional customer service and ensuring a seamless dining experience for our guests.Key Responsibilities:Provide friendly and attentive service to guests, responding to...


  • Sunnyvale, California, United States Safeway Full time

    Job Summary: As a Retail Sales and Store Support at Safeway, you will be the face of the Company, interacting with valued customers and helping them with their needs. You will also be responsible for maintaining a clean and organized store environment.Key Responsibilities:Provide excellent customer service and ensure a positive shopping experience for...


  • Sunnyvale, California, United States RadNet Northern California Full time

    Job Title: Patient Service RepresentativeJob Summary: We are seeking a highly skilled Patient Service Representative to join our team at RadNet Northern California. As a Patient Service Representative, you will be responsible for providing exceptional customer service to our patients, ensuring a positive experience from the moment they arrive at our...


  • Sunnyvale, California, United States JACKLYN DINH - State Farm Agent Full time

    Job DescriptionAs an Insurance Account Representative for JACKLYN DINH - State Farm Agent, you will play a vital role in our daily business operations and customer success. You will grow our agency through meaningful client relations and act as a liaison between customer needs and agency departments. You will improve the lives of our customers by proactively...

  • Financial Analyst

    1 month ago


    Sunnyvale, California, United States Apple Full time

    At Apple, we are seeking a highly skilled Financial Analyst to join our Information Systems & Technology (IS&T) Finance Team. As a key member of this team, you will be responsible for providing high-quality financial support relating to the Company's Capital Investments Portfolio, Data Center & Network Operations, and internal cloud infrastructure.This role...