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Financial Services Representative

2 months ago

ChampssurYonne, Bourgogne-Franche-Comté, United States Fidelity TalentSource LLC Full time
Job Description

About the Role

We are seeking a highly motivated and customer-focused Financial Services Representative to join our team at Fidelity TalentSource LLC. As a Financial Services Representative, you will play a key role in building and maintaining strong relationships with our clients, providing them with expert financial guidance and advice to help them achieve their financial goals.

Key Responsibilities

  • Develop and maintain a deep understanding of our clients' financial needs and goals
  • Provide personalized financial planning and investment advice to clients
  • Build and maintain strong relationships with clients through regular communication and follow-up
  • Stay up-to-date on market trends and economic conditions to provide informed advice to clients
  • Work closely with other members of the team to ensure seamless delivery of services to clients

Requirements

  • Strong communication and interpersonal skills
  • Ability to build and maintain strong relationships with clients
  • Knowledge of financial products and services
  • Ability to stay up-to-date on market trends and economic conditions
  • Strong analytical and problem-solving skills

What We Offer

  • A dynamic and supportive work environment
  • Opportunities for professional growth and development
  • A competitive salary and benefits package
  • The chance to work with a leading financial services company

About Fidelity TalentSource LLC

Fidelity TalentSource LLC is a leading provider of financial services and investment solutions. We are committed to helping our clients achieve their financial goals through personalized advice and guidance. Our team of experienced professionals is dedicated to providing exceptional service and support to our clients.