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Customer Service Associate

2 months ago

Lincoln, Nebraska, United States Fidelity TalentSource LLC Full time
About the Role

Fidelity TalentSource LLC is seeking a highly skilled and customer-focused Financial Services Representative to join our team. As a Financial Services Representative, you will be responsible for providing exceptional customer service and support to our clients, helping them to achieve their financial goals.

Key Responsibilities
  • Establish and maintain strong relationships with clients, understanding their financial needs and providing tailored solutions.
  • Provide accurate and timely information to clients regarding their accounts and financial products.
  • Resolve client complaints and concerns in a professional and courteous manner.
  • Stay up-to-date with product knowledge and regulatory requirements to ensure compliance and provide excellent service.
  • Work collaboratively with internal teams to ensure seamless client experiences.
Requirements
  • High school diploma or equivalent required; degree in finance, business, or related field preferred.
  • Minimum 1 year of customer service experience in a financial services environment.
  • Excellent communication and interpersonal skills, with the ability to work with diverse client groups.
  • Strong problem-solving and analytical skills, with the ability to think critically and make sound decisions.
  • Ability to work in a fast-paced environment, with multiple priorities and deadlines.
What We Offer
  • A competitive salary and benefits package, including medical, dental, and vision coverage.
  • A comprehensive training program, including onboarding and ongoing development opportunities.
  • A collaborative and dynamic work environment, with opportunities for growth and advancement.
  • A commitment to diversity, equity, and inclusion, with a focus on creating a workplace that values and respects all employees.