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Client Services Associate

2 months ago

St Louis, United States Fidelity TalentSource LLC Full time

Financial Services Representative

Are you passionate about helping others?

Become a Financial Services Representative.

Experience a vibrant work environment where you can focus on personal and professional growth, assisting clients through incoming inquiries. You will be preparing for a pivotal role at Fidelity's Investor Centers. Kickstart your career in financial planning and advisory services at Fidelity, with extensive training to secure your Series 7 & 66 licenses, tailored support, expert career coaching, and acknowledgment of your achievements. During the onboarding phase, you will assist Fidelity's clients over the phone, responding to questions, managing account details, and executing transactions. Initially, you will have the option to work remotely while spending one day a week at the Investor Center, eventually transitioning to a full-time on-site role.

What you can expect...

In your first year as a Financial Services Representative, your onboarding mentor will lead you through our premier training program, both virtually and at an Investor Center.

  • License Acquisition: Attain your FINRA licenses with comprehensive support and sponsorship from Fidelity. This includes dedicated study periods, coaching, personalized study plans, and review sessions.
  • Skill Development: Enhance your capabilities by interacting with clients and honing your expertise while working both remotely and on-site at the Investor Center.
  • Path to Success: Build confidence as you advance in your role, concentrating on wealth management and superior client service.

Advantages of our development program...

  • Supportive Environment: Receive all the essential training and guidance to thrive in this role.
  • Recognition: Your achievements will be celebrated and rewarded as you progress in your career.
  • Growth Opportunities: Plan for your future with structured support and coaching to navigate various career paths at Fidelity.
  • Diverse Experiences: Participate in development activities and cultivate essential skills to excel in your position at the Investor Center.

Desired Qualifications...

  • High energy and enthusiasm for assisting others
  • Adaptability and self-motivation
  • Experience in customer service and the ability to excel in a fast-paced setting

Your Competencies:

  • Willingness to learn and develop in the financial services sector
  • Ability to provide outstanding customer experiences
  • Strong interpersonal skills, attention to detail, and multitasking capabilities
  • Coachability, teamwork, and curiosity

Investments in Your Future

Our benefits programs are designed to support you and your family in various aspects. From Maternal and Parental Leave to Tuition Reimbursement, we offer a range of benefits to ensure your well-being. Join us in building a career that positively impacts lives.

Company Overview

Fidelity Investments is dedicated to enhancing the financial well-being of our clients, offering investment and planning services to individuals, businesses, non-profits, and advisors. Join us for endless opportunities to advance your career and make a meaningful impact.

Your Future at Fidelity

At Fidelity, we prioritize honesty, integrity, and the well-being of our associates and clients. We provide a supportive work model that combines remote and in-person engagement to meet your needs and ensure success. For a diverse and inclusive workplace, consider Fidelity where you can thrive both professionally and personally.