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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 individuals achieve their financial goals?

Become a vital part of our organization as a Financial Services Representative.

Experience a vibrant workplace where you will have dedicated opportunities for personal and professional development, assisting clients through inbound communications. You will be preparing for a pivotal role at Fidelity's Investor Centers. Accelerate your career in financial planning and advisory services at Fidelity, with extensive training to earn 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 inquiries, managing account details, and executing transactions. Initially, you will have the option to work remotely and spend one day per week at the Investor Center, eventually transitioning to a daily on-site presence.

What you can expect...

In your inaugural year as a Financial Services Representative, your onboarding leader will guide you through our premier training program, delivered both remotely and at an Investor Center.

  • License Acquisition: Secure your FINRA licenses with comprehensive support and sponsorship from Fidelity. This includes dedicated study periods, coaching, personalized study strategies, 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, focusing on wealth management and superior client service.

Advantages of our development program...

  • Comprehensive Support: Receive all the essential training and guidance to excel in this role.
  • Recognition of Achievements: Your successes will be acknowledged and rewarded as you progress in your career.
  • Structured Growth: Plan for your future with organized support and coaching to navigate various career paths at Fidelity.
  • Diverse Experiences: Participate in development activities and cultivate essential skills to thrive in your role at the Investor Center.

What we seek...

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

Your Qualifications:

  • Desire to learn and advance in the financial services sector
  • Capability to deliver outstanding customer experiences
  • Strong interpersonal skills, attention to detail, and multitasking abilities
  • Openness to coaching, collaboration, 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 comprehensive 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, providing investment and planning services to individuals, organizations, non-profits, and advisors. Join us for limitless opportunities to grow 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 offer a supportive working 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.