Financial Services Representative

3 days ago


Smithfield, Rhode Island, United States Fidelity TalentSource LLC Full time
Job Description:

We are seeking a highly motivated and customer-focused individual to join our team as a Financial Customer Associate. As a key member of our team, you will be responsible for providing exceptional customer service and support to our clients, helping them to achieve their financial goals and objectives.

Key Responsibilities:
  • Provide timely and effective support to customers via phone, email, and other communication channels.
  • Assist customers with a range of financial services, including account maintenance, transactions, and financial planning.
  • Develop and maintain strong relationships with customers, understanding their needs and preferences.
  • Work collaboratively with internal teams to resolve customer issues and concerns.
  • Stay up-to-date with product and service offerings, as well as industry trends and developments.
Requirements:
  • 1+ year of customer service experience, preferably in a financial services environment.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with customers.
  • Ability to work in a fast-paced environment, prioritizing multiple tasks and deadlines.
  • Basic computer skills, including proficiency in Microsoft Office and other software applications.
  • High school diploma or equivalent required.
What We Offer:
  • A competitive salary and benefits package, including medical, dental, and vision insurance.
  • A comprehensive training program, designed to help you develop the skills and knowledge you need to succeed in this role.
  • A collaborative and supportive work environment, with opportunities for professional growth and development.
  • A range of employee benefits, including tuition reimbursement, student loan assistance, and more.
How to Apply:

If you are a motivated and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity. Please submit your resume and a cover letter, outlining your relevant experience and qualifications.



  • Smithfield, Rhode Island, United States Fidelity TalentSource LLC Full time

    Job Description:We are seeking a highly motivated and customer-focused individual to join our team as a Financial Customer Associate. In this role, you will have the opportunity to work with a diverse range of customers, providing exceptional service and support to help them achieve their financial goals.Key Responsibilities:Provide outstanding customer...


  • Smithfield, Rhode Island, United States Fidelity Investments Full time

    Unlock Your Potential in a Dynamic Customer Service RoleAre you passionate about delivering exceptional customer experiences and helping people achieve their financial goals? Do you thrive in a fast-paced, dynamic environment where no two days are the same? If so, we encourage you to explore this exciting opportunity as a Financial Customer Associate at...


  • Smithfield, Rhode Island, United States Fidelity TalentSource LLC Full time

    Job Description:We are seeking a highly motivated and customer-focused individual to join our team as a Financial Customer Associate. In this role, you will be responsible for providing exceptional customer service and support to our clients, helping them to achieve their financial goals and objectives.About the Role:Provide timely and effective support to...


  • Smithfield, Rhode Island, United States Fidelity Investments Full time

    Job Description:Are you ready to launch a career at Fidelity Investments? If so, consider joining our customer service team in Smithfield, RI. This role requires a consistent balance of remote and on-site participation in our Smithfield office. Please be mindful of commute distance when considering applying. Fidelity is looking for bi-lingual phone...


  • Smithfield, Rhode Island, United States Fidelity TalentSource LLC Full time

    Job Description:We are seeking a highly motivated and customer-focused individual to join our team as a Financial Customer Associate. In this role, you will be responsible for providing exceptional customer service and support to our clients through various communication channels.Key Responsibilities:Respond to customer inquiries and resolve issues in a...


  • Smithfield, Rhode Island, United States Fidelity Investments Full time

    Job Overview:Fidelity Investments is seeking a highly motivated and customer-focused individual to join our team as a Customer Support Representative. In this role, you will be responsible for providing exceptional customer service and support to our clients, helping them to achieve their financial goals and objectives.Key Responsibilities:Respond to...


  • Smithfield, Rhode Island, United States Navigant Credit Union Full time

    About UsNavigant Credit Union is a leading financial institution dedicated to improving the financial well-being of our members. With a rich history dating back to 1915, we have grown to become one of the largest credit unions in Rhode Island, while maintaining our community-driven values.Our MissionWe are committed to providing exceptional service,...


  • Smithfield, Rhode Island, United States Fidelity Investments Full time

    Job Overview:Fidelity Investments is seeking a highly motivated and customer-focused individual to join our customer service team as a Customer Service Representative. In this role, you will be responsible for providing exceptional service to our clients, answering their questions, and resolving their issues in a timely and professional manner.About the...


  • Smithfield, Rhode Island, United States Fidelity Investments Full time

    Job Overview:Fidelity Investments is 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 and support to our clients, helping them to achieve their financial goals and objectives.Key Responsibilities:Respond to...


  • Smithfield, Rhode Island, United States Fidelity Investments Full time

    Job Overview:Fidelity Investments is seeking a highly motivated and customer-focused individual to join our customer service team as a Customer Service Representative. In this role, you will be responsible for providing exceptional service to our clients, answering their questions, and resolving their issues in a timely and professional manner.About the...


  • Smithfield, Rhode Island, United States Fidelity Investments Full time

    Launch Your Career with FidelityAre you ready to embark on a rewarding career at Fidelity Investments? We're seeking talented individuals to join our customer service team, where you'll have the opportunity to make a meaningful impact on our customers' lives.About the RoleThis is a full-time hourly phone position that offers a unique blend of remote and...


  • Smithfield, Rhode Island, United States Fidelity Investments Full time

    Job Description:Are you ready to launch a career in customer service at Fidelity Investments? We're seeking a talented and enthusiastic individual to join our team as a Customer Service Representative. In this role, you will be responsible for providing exceptional customer service to our clients, helping them to feel confident and empowered to achieve their...


  • Smithfield, Rhode Island, United States Fidelity TalentSource LLC Full time

    Launch Your Career in Customer ServiceFidelity Investments is seeking a talented Customer Service Representative to join our team. As a key member of our customer service team, you will play a critical role in delivering exceptional service to our clients, helping them achieve their financial goals.About the RoleThis is a full-time hourly phone position that...


  • Smithfield, Rhode Island, United States Fidelity Investments Full time

    Launch Your Career at FidelityAre you ready to embark on a rewarding career journey at Fidelity Investments? We're seeking talented individuals to join our customer service team, where you'll have the opportunity to make a meaningful impact on our customers' lives.About the RoleThis is a full-time hourly phone position that offers a unique blend of remote...


  • Smithfield, Rhode Island, United States Fidelity Investments Full time

    Job Title: 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 clients, resolving their inquiries and concerns in a timely and professional...


  • Smithfield, Rhode Island, United States Debug Pest Control Inc Full time

    ### Job Title: Customer Care Representative ### Company: Debug Pest Control Inc #### Job Summary We are seeking a highly skilled Customer Care Representative to join our team at Debug Pest Control Inc. As a key member of our customer service team, you will be responsible for delivering exceptional customer experiences through prompt and courteous...


  • Smithfield, Rhode Island, United States Fidelity Investments Full time

    Launch Your Career with FidelityAre you ready to embark on a rewarding career journey at Fidelity Investments? We're seeking talented individuals to join our customer service team, where you'll have the opportunity to make a meaningful impact on our customers' lives.About the RoleThis is a full-time hourly phone position that offers a unique blend of remote...


  • Smithfield, Rhode Island, United States Fidelity TalentSource LLC Full time

    About the RoleFidelity TalentSource is seeking a skilled Transaction Billing Control Analyst to join our team in Smithfield, RI. As a key business partner to our Custody Business partners and Billing team, you will play a crucial role in ensuring accuracy in billing and compliance with key controls.Key ResponsibilitiesPerform audit and oversight work on key...


  • Smithfield, Rhode Island, United States Neighborhood Health Plan of RI Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Member Services Representative to join our team. As a key member of our customer service team, you will be responsible for providing exceptional service to our members, responding to their inquiries, and resolving their issues in a timely and professional manner.Key ResponsibilitiesRespond to...


  • Smithfield, Rhode Island, United States Fidelity Investments Full time

    Job Overview:Fidelity Investments is seeking a highly motivated and customer-focused individual to join our team as a Financial Customer Associate. In this role, you will play a critical part in delivering exceptional customer service and support to our clients.Key Responsibilities:Provide timely and effective support to customers via phone, addressing their...