Financial Services Representative

4 weeks ago


Folsom, California, United States Fidelity TalentSource LLC Full time
Unlock Your Potential as a Financial Services Representative

Are you passionate about helping people and building a successful career in financial services? Look no further than Fidelity Investments, where you can develop your skills and expertise as a Financial Services Representative.

As a Financial Services Representative, you will be responsible for providing exceptional customer service to our clients, answering their questions, and helping them achieve their financial goals. You will work closely with our team to develop and implement personalized financial plans, and provide ongoing support and guidance to our clients.

We are seeking a highly motivated and customer-focused individual to join our team as a Financial Services Representative. If you are passionate about financial services and have a strong desire to learn and grow, we encourage you to apply for this exciting opportunity.

Key Responsibilities:
  • Provide exceptional customer service to clients
  • Develop and implement personalized financial plans
  • Work closely with the team to achieve business objectives
  • Stay up-to-date with industry developments and best practices
What We Offer:
  • A competitive salary and benefits package
  • Opportunities for career growth and development
  • A dynamic and supportive work environment
  • Recognition and rewards for outstanding performance

We are an equal opportunity employer and welcome applications from diverse candidates. If you are passionate about financial services and have a strong desire to learn and grow, we encourage you to apply for this exciting opportunity.



  • Folsom, California, United States Shoua Lee - State Farm Agent Full time

    Job OverviewAs a Financial Services Representative for Shoua Lee - State Farm Agent, you will play a vital role in our daily business operations and customer success. Your primary responsibility will be to establish and maintain strong customer relationships, ensuring that their needs are met and exceeded.Key ResponsibilitiesEstablish and maintain customer...


  • Folsom, California, United States Shoua Lee - State Farm Agent Full time

    Job OverviewState Farm Insurance Agent located in Folsom, CA is seeking a career-oriented professional to join their team. As a State Farm team member for Shoua Lee - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance.Key ResponsibilitiesDevelop...


  • Folsom, California, United States Allworth Financial Full time

    Tax Manager Job DescriptionWe're seeking a skilled Tax Manager to join our team at Allworth Financial. As a Tax Manager, you'll be responsible for providing tax services to our clients, including federal, state, and local income tax preparation, tax projections, and analysis. You'll also assist our advisors and financial planning team with strategic tax...


  • Folsom, California, United States S&C Full time

    Job OverviewWe are a consulting firm specializing in sales and marketing for telecommunication-based companies. Our team helps clients maximize their profitability and brand exposure through innovative strategies and customer support.We are seeking an entry-level Customer Service Representative to assist with our firm's customer service and sales campaigns....


  • Folsom, California, United States Taymax Group Full time

    Customer Service RepresentativeWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. In this role, you will be responsible for providing exceptional customer service to our members, prospective members, and guests.Key Responsibilities:Provide a positive member experience by greeting members,...


  • Folsom, California, United States Kaiser Permanente Full time

    The Customer Service Representative plays a vital role in the Healthcare Department team, working under the direction of the department manager or assistant manager. Key responsibilities include greeting and checking in patients, handling cash transactions, and providing administrative support. This role requires excellent communication and interpersonal...


  • Folsom, California, United States California ISO Full time

    Job Title: Sr Client RepresentativeAt the California ISO, we are seeking a highly skilled and experienced Sr Client Representative to join our team. As a key member of our customer support team, you will be responsible for providing exceptional service to our stakeholders and customers, addressing their transactional issues, and ensuring timely resolution of...


  • Folsom, California, United States STRAUCH & COMPANY Full time

    Job SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative at Strauch & Company. As a key member of our retail sales team, you will be responsible for providing exceptional customer service, selling a variety of products, and maintaining a clean and safe store environment.Key...


  • Folsom, California, United States STRAUCH & COMPANY Full time

    Job SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative at Strauch & Company. As a key member of our retail sales team, you will be responsible for providing exceptional customer service, selling a variety of products, and maintaining a clean and safe store environment.Key...

  • Tax Manager

    4 weeks ago


    Folsom, California, United States Allworth Financial Full time

    Job Title: Tax ManagerWe are seeking a highly skilled Tax Manager to join our team at Allworth Financial. As a Tax Manager, you will be responsible for providing tax services to clients, including federal, state, and local income tax preparation, tax projections, and analysis. You will also assist our advisors and financial planning team with strategic tax...


  • Folsom, California, United States Allworth Financial Full time

    About the Role:The Variable Compensation Manager will play a key role in designing, implementing, and administering variable compensation plans across business units at Allworth Financial. This role requires strong analytical skills, attention to detail, and the ability to collaborate with cross-functional teams. The Manager will work closely with Finance,...


  • Folsom, California, United States Costco Full time

    Key Responsibilities: Process member sign-ups, renewals, and added cards.What You'll Do:As a Membership Clerk at Costco, you will be responsible for providing exceptional customer service to our members. This includes processing membership sign-ups, renewals, and added cards, as well as instructing members and potential members about our membership,...


  • Folsom, California, United States Dave & Busters Full time

    Job Summary: We are seeking a skilled and detail-oriented Support Technician to join our team at Dave & Busters. As a Support Technician, you will be responsible for the repair and maintenance of our building, including games, simulators, and technical equipment.Key Responsibilities:Perform routine maintenance and repairs on game equipment and technical...


  • Folsom, California, United States HSSG Inc Full time

    Job OverviewWe are seeking a highly motivated and charismatic individual to join our team as a Brand Ambassador. As a representative of HSSG Inc, you will be responsible for promoting and selling our gourmet foods at various Costco locations.Key Responsibilities:Develop and execute engaging product demonstrations to showcase our gourmet offeringsBuild strong...


  • Folsom, California, United States CV Resources Full time

    CV Resources is partnering with a national real estate management firm in Folsom, CA, to find multiple Financial Reporting and Accounts Specialists. This is a full-time, direct-hire position working on-site.The ideal candidate will be responsible for producing accurate and timely financial reports for a designated portfolio. This role requires close...


  • Folsom, California, United States Nothing Bundt Cakes Full time

    Guest Service RepresentativeNothing Bundt Cakes is seeking a Guest Service Representative to create a warm and welcoming environment for our guests. As a key member of our team, you will be responsible for providing exceptional customer service, processing orders, and maintaining a clean and organized bakery presentation.Key Responsibilities:Promptly greet...

  • Social Worker

    3 weeks ago


    Folsom, California, United States Dignity Health Full time

    OverviewDignity Health Mercy Hospital of Folsom is a community hospital serving the Sierra foothills communities. With 106 licensed acute-care beds, our accredited non-profit hospital has provided exceptional care for over 35 years. We offer surgical services, including minimally-invasive general urological and gynecological surgeries, as well as...

  • Service Advisor

    4 weeks ago


    Folsom, California, United States Folsom Chevrolet Full time

    Job DescriptionJob Title: Service AdvisorDepartment: ServiceReports To: Service ManagerFLSA Status: ExemptSchedule: Monday through Friday, 8:00 a.m. – 5:00 p.m.Summary:The Service Advisor is responsible for scheduling service work in the service department and selling additional services to customers.Key Responsibilities:Maintain a high level of customer...

  • Sales Representative

    4 weeks ago


    Folsom, California, United States Acosta Group Full time

    Sales Specialist OpportunityWe are seeking a highly motivated Sales Specialist to join our team at Best Buy. As a Sales Specialist, you will be responsible for showcasing Sonos products and providing exceptional customer service to our clients.Key Responsibilities:Represent Sonos and promote their home theater technology to customersExecute sales strategies...


  • Folsom, California, United States Shoua Lee - State Farm Agent Full time

    Job OverviewShoua Lee - State Farm Agent is seeking a motivated and customer-focused professional to join their team as a Business Development Representative. As a key member of the team, you will be responsible for building and maintaining relationships with customers to promote State Farm products, including auto, home, and life insurance.Key...