Customer Service Representative

5 days ago

Jacksonville, Florida, United States Fidelity investment Full time
Company Overview:

Fidelity Investments is a leading provider of investment and financial services, dedicated to helping our clients achieve their financial goals through exceptional customer service and innovative solutions.

With over 70 years of experience, we are committed to providing outstanding support and guidance on our products and services, empowering our clients to make informed financial decisions.


Position Overview:

We are seeking a dynamic and passionate Customer Service Representative to join our growing team, providing exceptional support and guidance to our clients through inbound and outbound calls, emails, and other communication channels.

As a Customer Service Representative, you will play a crucial role in delivering outstanding customer service, building relationships with clients, and providing tailored solutions and recommendations to meet their financial needs.


Key Responsibilities:

  • Provide exceptional customer service through inbound and outbound calls, emails, and other communication channels
  • Build relationships with clients by actively listening and understanding their financial needs, and providing tailored solutions and recommendations
  • Maintain accurate records of all interactions with clients in our CRM system
  • Collaborate with internal teams to escalate and resolve complex client issues in a timely manner
  • Proactively identify opportunities for improvement in processes and procedures to enhance the overall customer experience
  • Stay up-to-date on industry trends and Fidelity's products and services to effectively assist clients with their investment decisions
  • Meet or exceed performance metrics and goals, including customer satisfaction and retention rates

Qualifications:

  • High school diploma or equivalent, college degree preferred
  • 13 years of customer service experience, preferably in a call center or financial services environment
  • Excellent communication skills, both verbal and written
  • Strong problemsolving and decisionmaking abilities
  • Ability to work effectively in a fastpaced and dynamic environment
  • Proficient in using customer databases and Microsoft Office
  • Series 7 and 63 licenses preferred or willingness to obtain within the first 120 days of employment


We offer a competitive salary and benefits package, comprehensive training and development programs, opportunities for career growth and advancement, and a positive and inclusive work culture that values diversity and worklife balance.

Join us in our mission to empower our clients to make informed financial decisions and secure a brighter future for themselves and their families.

  • Customer Service Representative

    2 days ago

    Jacksonville, Florida, United States Triad Financial Service Inc. Full time

    Triad Financial Services, Inc. is seeking a skilled Customer Service Representative to join our loan servicing team. As a key member of our team, you will be responsible for providing exceptional customer service to our clients, ensuring timely and accurate resolution of their inquiries and concerns.We offer a competitive compensation package, including...

  • Customer Service Representative

    3 days ago

    Jacksonville, Florida, United States Triad Financial Service Inc. Full time

    Triad Financial Services, Inc. is seeking a skilled Customer Service Representative to join our loan servicing team. As a key member of our team, you will be responsible for providing exceptional customer service to our clients, responding to inquiries, and resolving issues in a timely and professional manner.We are looking for a candidate with 1-2 years of...

  • Customer Service Representative

    4 weeks ago

    Jacksonville, Florida, United States Krystal Restaurant Full time

    {"title": "Customer Service Representative", "content": "Customer Service RepresentativeWe are seeking a friendly and enthusiastic Customer Service Representative to join our team at Krystal Restaurant. As a Customer Service Representative, you will be responsible for providing exceptional customer service, operating the cash register, and maintaining a...

  • Customer Service Representative

    6 days ago

    Jacksonville, Florida, United States Quipt Home Medical Full time

    Job Title: Customer Service RepresentativeQuipt Home Medical is a rapidly growing leader in the provision of clinical respiratory equipment and services in the durable medical equipment industry. We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative.Job SummaryThe Customer Service...

  • Customer Service Representative

    5 days ago

    Jacksonville, Florida, United States Staffing Now Full time

    Customer Service Representative Job DescriptionStaffing Now is seeking a highly skilled Customer Service Representative to join our team in the Jacksonville, FL area. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients, resolving customer complaints, and ensuring customer satisfaction.Key...

  • Customer Service Representative

    2 weeks ago

    Jacksonville, Florida, United States LC Industries Full time

    LC Industries is seeking a Customer Service Representative to provide exceptional customer service with a focus on recognition and interface. The ideal candidate will have a high school diploma and one year of relevant work experience. Key responsibilities include accurate computerized checkout, requesting and identifying material from the warehouse, and...

  • Customer Service Representative

    2 weeks ago

    Jacksonville, Florida, United States HonorVet Technologies Full time

    Job Title: Customer Service RepresentativeWe are seeking a highly skilled and motivated Customer Service Representative to join our team at HonorVet Technologies. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients through phone calls, ensuring that their needs are met and...

  • Customer Service Representative

    6 days ago

    Jacksonville, Florida, United States Spherion Full time

    Customer Service RepresentativeWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our customer service team, you will be responsible for providing exceptional service to our customers, resolving issues, and promoting our luxury brand.Key Responsibilities:Respond to...

  • Customer Service Representative

    15 hours ago

    Jacksonville, Florida, United States Quipt Home Medical Full time

    pbJob Title:/b Customer Service Representative/ppbJob Summary:/b/ppWe are seeking a highly motivated and detail-oriented Customer Service Representative to join our team at Quipt Home Medical. As a key member of our customer service team, you will be responsible for providing exceptional customer service to patients, caregivers, and referral sources./ppbKey...

  • Customer Service Representative

    4 weeks ago

    Jacksonville, Florida, United States Fortegra Full time

    Job SummaryWe are seeking a highly skilled Customer Service Representative to join our team at Fortegra Corporation. As a Customer Service Representative, you will be responsible for delivering exceptional customer support through fast and accurate communication, making necessary changes for plans, coordinating with other team members and departments to...

  • Customer Service Representative

    4 weeks ago

    Jacksonville, Florida, United States Spherion Full time

    Customer Service Representative OpportunityWe are seeking a highly skilled and customer-focused individual to join our team as a Customer Service Representative. As a representative of Coach, you will be responsible for providing exceptional customer service and support to our clients.Key Responsibilities:Respond to customer inquiries via phone, email, and...

  • Customer Service Representative

    4 weeks ago

    Jacksonville, Florida, United States Webhelp Full time

    Customer Service Representative Job DescriptionWe are seeking a highly skilled and compassionate Customer Service Representative to join our team. As a Customer Service Representative, you will be the primary point of contact for our customers, providing exceptional service and support to resolve their inquiries and issues.Key Responsibilities:Resolve...

  • Customer Service Representative

    3 weeks ago

    Jacksonville, Florida, United States Margie Williams - State Farm Agent Full time

    Join Our Team as a Customer Service RepresentativeWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our team, you will be responsible for providing exceptional customer service, developing leads, and identifying customer needs.ResponsibilitiesDevelop leads and schedule...

  • Customer Service Representative

    1 month ago

    Jacksonville, Florida, United States UniFirst Full time

    Customer Service Representative Job DescriptionWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at UniFirst Corporation.Key Responsibilities:Handle customer inquiries and resolve issues in a timely and professional mannerProvide exceptional customer service through phone, email, and in-person...

  • Customer Service Representative

    7 days ago

    Jacksonville, Florida, United States Fortegra Full time

    Job SummaryWe are seeking a highly skilled Customer Service Representative to join our team at Fortegra. As a key member of our customer support team, you will be responsible for delivering exceptional customer service through fast and accurate communication, making necessary changes to plans, and coordinating with other team members and departments to...

  • Customer Service Representative

    4 weeks ago

    Jacksonville, Florida, United States Domino's Pizza LLC Full time

    Customer Service RepresentativeAt Domino's, we're looking for a Customer Service Representative to join our team. As a key member of our front-of-house team, you'll be responsible for providing exceptional customer service and ensuring a positive experience for our customers.Key Responsibilities:Greet customers and provide a warm welcomeTake customer orders...

  • Customer Service Representative

    4 weeks ago

    Jacksonville, Florida, United States LC Industries Full time

    LC Industries is seeking a Customer Service Representative to provide exceptional customer service and support to our customers. The ideal candidate will have excellent communication skills, a positive attitude, and the ability to work in a fast-paced environment. **Job Summary:** As a Customer Service Representative, you will be responsible for providing...

  • Customer Service Representative

    4 weeks ago

    Jacksonville, Florida, United States ResourceMFG Full time

    Customer Service RepresentativeWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at ResourceMFG. As a key member of our customer service team, you will be responsible for providing exceptional support to our customers, ensuring their needs are met and exceeded.Responsibilities:Handle customer inquiries and...

  • Customer Service Representative

    4 weeks ago

    Jacksonville, Florida, United States Margie Williams - State Farm Agent Full time

    Join Our Team as a Customer Service RepresentativeWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our team, you will be responsible for developing leads, scheduling appointments, and identifying customer needs. You will also be responsible for establishing customer...

  • Customer Service Representative

    4 weeks ago

    Jacksonville, Florida, United States Spherion Full time

    Customer Service Representative OpportunityWe are seeking a highly skilled and customer-focused individual to join our team as a Customer Service Representative. As a representative of the Coach brand, you will be responsible for providing exceptional customer service and support to our clients.Key Responsibilities:Respond to customer inquiries via phone,...