Financial Customer Associate
4 days ago
We are seeking a highly motivated and customer-focused Financial Customer Associate to join our team at Fidelity Investments. As a Financial Customer Associate, you will play a critical role in providing exceptional customer service and support to our clients. You will be responsible for handling customer inquiries, resolving issues, and providing education and resources to help customers achieve their financial goals.
Key Responsibilities- Provide exceptional customer service and support to clients via phone and digital channels
- Handle customer inquiries and resolve issues in a timely and professional manner
- Provide education and resources to help customers achieve their financial goals
- Work collaboratively with internal teams to resolve customer issues and improve customer experience
- Meet or exceed performance metrics and quality standards
- 1+ year of customer service experience
- Ability to establish rapport and relationships through effective communication
- Great listening skills, professionalism, and empathy toward others
- Adaptability and flexibility to succeed in various work environments
- Proficiency in navigating and troubleshooting basic technology issues or systems
At Fidelity Investments, we offer a range of benefits and opportunities to help you grow and succeed in your career. These include:
- Competitive compensation and benefits package
- Opportunities for professional growth and development
- Flexible work arrangements and work-life balance
- Recognition and rewards for outstanding performance
If you are a motivated and customer-focused individual who is passionate about delivering exceptional customer service, we encourage you to apply for this exciting opportunity. Please submit your application, including your resume and cover letter, to our online application system. We look forward to hearing from you
-
Financial Customer Associate
5 days ago
Cincinnati, Ohio, United States Fidelity Investments Full timeJob Title: Financial Customer AssociateWe are seeking a highly motivated and customer-focused individual to join our team as a Financial Customer Associate. 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.About the Role:This is a...
-
Financial Customer Associate
4 days ago
Cincinnati, Ohio, United States Fidelity Investments Full timeJob Description:We are seeking a highly motivated and customer-focused individual to join our team as a Financial Customer Associate. In this role, you will have the opportunity to make a meaningful impact on the lives of our customers by providing exceptional service and support.Key Responsibilities:Provide outstanding customer service and support via...
-
Financial Services Associate
5 days ago
Cincinnati, Ohio, United States Oxford Financial Group, Ltd Full timeJob Title: Client Service AssociateA Client Service Associate plays a vital role in delivering exceptional client service as a dedicated member of a client service team at Oxford Financial Group, Ltd. This position requires a commitment to client service through timely, confidential responses, and a positive attitude.Key Responsibilities:Client contact and...
-
Financial Services Associate
4 weeks ago
Cincinnati, Ohio, United States Oxford Financial Group, Ltd Full timeClient Service AssociateA Client Service Associate plays a vital role in delivering exceptional client experiences as a dedicated member of our client service team. This position requires a commitment to client service through timely, confidential responses, and a positive attitude.Key Responsibilities:Client Contact and Relationship ManagementAssists with...
-
Financial Services Associate
2 months ago
Cincinnati, Ohio, United States Community Choice Financial Family of Brands Full timeAbout the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our financial services team, you will play a vital role in providing exceptional service to our customers and helping them achieve their financial goals.Key ResponsibilitiesProvide personalized service to...
-
Financial Controller
3 weeks ago
Cincinnati, Ohio, United States Stage 1 Financial Full timeJob Title: Controller ConsultantAt Stage 1 Financial, we are seeking a highly skilled Controller Consultant to join our team. As a trusted advisor, you will work closely with our clients' executives and management to drive financial objectives, provide timely accounting data and reports, and drive key financial objectives.Key Responsibilities:Manage the...
-
Retail Sales Associate
4 weeks ago
Cincinnati, Ohio, United States FirstCash Financial Services, Inc. Full timeJob Title: Retail Sales AssociateWe are seeking a highly motivated and customer-focused Retail Sales Associate to join our team at FirstCash Financial Services, Inc. As a Retail Sales Associate, you will be responsible for providing exceptional customer service, processing sales and loans, and maintaining a clean and organized sales floor.Key...
-
Financial Operations Manager
4 weeks ago
Cincinnati, Ohio, United States Creative Financial Staffing Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Accountant to join our team at Creative Financial Staffing. As an Accounting Manager, you will play a key role in assisting with various accounting tasks, including monthly account reconciliations, financial reporting, and special projects.ResponsibilitiesAssist with the overall monthly...
-
Banking Associate
2 weeks ago
Cincinnati, Ohio, United States PNC Financial Services Group Full timeJob DescriptionPNC Financial Services Group is seeking a skilled Teller to join our team. As a Teller, you will be responsible for providing exceptional customer service, processing customer transactions, and educating customers on banking products and services.Key Responsibilities:Deliver a unique customer experience aimed at improving customer financial...
-
Financial Services Associate
6 days ago
Cincinnati, Ohio, United States RBC Capital Markets, LLC Full timeJob SummaryJoin RBC Wealth Management as a Client Associate/Registered Client Associate and become an integral part of our branch serving financial advisors and clients. As a trusted resource, you will use your administrative and operational skills to help advisors manage and grow their business.Key ResponsibilitiesBuild and maintain professional...
-
Customer Support Associate
5 days ago
Cincinnati, Ohio, United States Fidelity Investments Full timeJob Description:We are seeking a highly motivated and customer-focused individual to join our team as a Financial Customer Associate. As a key member of our customer support team, you will be responsible for providing exceptional service to our clients, answering their questions, and helping them achieve their financial goals.Key Responsibilities:Provide...
-
Senior Financial Analyst
3 weeks ago
Cincinnati, Ohio, United States Stage 1 Financial Full timeJob OpportunityWe are seeking a highly skilled Senior Accountant to join our team at Stage 1 Financial. As a Senior Accountant, you will play a critical role in assisting our clients with meaningful work in accounting, finance, controls, and systems to deliver on key initiatives.This is an excellent opportunity to work with a dynamic and influential company,...
-
Internal Wholesaler
4 weeks ago
Cincinnati, Ohio, United States Western & Southern Financial Group Full timeAbout the RoleWe are seeking a highly motivated and results-driven Internal Wholesaler to join our team at Western & Southern Financial Group. As an Internal Wholesaler, you will play a critical role in promoting and selling our life insurance and annuity products to financial institutions and broker dealers.Key ResponsibilitiesDevelop and maintain...
-
Customer Service Representative
2 months ago
Cincinnati, Ohio, United States Community Choice Financial Family of Brands Full timeAbout the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our financial services team, you will play a vital role in providing exceptional service to our customers and helping them achieve their financial goals.Key ResponsibilitiesProvide personalized service to...
-
Financial Services Representative
2 weeks ago
Cincinnati, Ohio, United States Fidelity Investments Full timeJob DescriptionAre you ready to launch a career in financial services at Fidelity Investments?We are seeking a Financial Customer Associate to join our team in Covington, KY. As a Financial Customer Associate, you will play a critical role in providing exceptional customer service to our clients, helping them achieve their financial goals and...
-
Client Service Associate
2 weeks ago
Cincinnati, Ohio, United States Oxford Financial Group, Ltd Full timeJob SummaryOxford Financial Group, Ltd is seeking a highly skilled Client Service Associate to join our team. As a Client Service Associate, you will be responsible for providing exceptional client service and support to our clients.Key ResponsibilitiesClient Contact and Relationship ManagementAssist with the preparation and review of client-focused...
-
Client Service Associate
1 month ago
Cincinnati, Ohio, United States Oxford Financial Group, Ltd Full timeJob Title: Client Service AssociateA Client Service Associate plays a vital role in delivering exceptional client service as a dedicated member of our client service team. This position requires a commitment to client service through timely, confidential responses, exceptional work ethic, and a positive attitude.Key Responsibilities:Client contact and...
-
Client Service Associate
3 weeks ago
Cincinnati, Ohio, United States Oxford Financial Group, Ltd Full timeJob Title: Client Service AssociateA Client Service Associate plays a vital role in delivering exceptional client service as a dedicated member of our client service team. This position requires a commitment to client service through timely, confidential responses, exceptional work ethic, and a positive attitude.Key Responsibilities:Client contact and...
-
Financial Services Representative
5 days ago
Cincinnati, Ohio, United States Fidelity Investments Full timeJob Title: Financial Customer AssociateWe are seeking a highly motivated and customer-focused Financial Customer Associate to join our team at Fidelity Investments. As a Financial Customer Associate, you will play a critical role in providing exceptional customer service and support to our clients.About the Role:This is a full-time hourly phone position that...
-
Customer Service Representative
3 weeks ago
Cincinnati, Ohio, United States Community Choice Financial Family of Brands Full timeAbout the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our team, you will play a vital role in providing exceptional customer service and support to our customers.Key ResponsibilitiesProvide exceptional customer service and support to customers through various...