Financial Services Representative

2 days ago


Covington, Kentucky, United States Fidelity Investments Full time
Launch Your Career with Fidelity

Are you ready to embark on a rewarding career journey at Fidelity Investments? We're seeking talented individuals to join our customer service team in Covington, KY. As a Financial Customer Associate, you'll play a vital role in delivering exceptional customer experiences and helping our clients achieve their financial goals.

About the Role

This is a full-time hourly contact center position that offers the opportunity to work extra hours based on business needs and your availability. You don't need a finance background or a degree to succeed in this role. Our comprehensive training program will equip you with the skills and knowledge needed to excel in this position.

Key Responsibilities
  • Provide outstanding customer service and communication via voice or digital channels
  • Assist customers with a broad range of needs, including answering questions about their account balance and helping to make withdrawals, transfer funds, or find resources
  • Develop and hone your skills in a supportive environment, with opportunities for career growth and advancement
What We Offer
  • A dynamic and supportive work environment
  • Comprehensive training and development opportunities
  • A competitive hourly rate and benefits package
  • The chance to make a meaningful impact on our customers' lives
Requirements
  • Ability to establish rapport and relationships through effective communication
  • Listening and compassion skills to support the challenges of our diverse customers
  • Adaptability and flexibility to succeed in various work environments
  • Self-motivated teammate with strong social skills who brings energy and passion to the team
Shifts and Hours

Monday - Friday. Training hours are 8:30am - 5:00pm EST and post-training must be able to work an 8hr shift during the hours of 12:00 noon - 8:30pm EST

Certifications: Customer Service

Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.



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