Fidelity Client Services Representative
6 days ago
Fidelity Investments is a leading financial services company seeking a highly skilled and customer-focused Client Services Representative to join our team. As a key member of our Operations & Services Group, you will play a critical role in navigating transaction processing and record-keeping for our institutional clients.
This exciting opportunity offers the chance to work with a dynamic team that values innovation, dedication, and commitment to excellence. Our Client Services division provides superior customer service to Fidelity's Institutional businesses, servicing customers via inbound phone interactions, transaction processing, and record-keeping.
As a Client Services Representative, your primary responsibilities will include:
- Providing best-in-class service to financial advisors and other institutional clients by executing client requests and acting as a client advocate throughout the Fidelity organization;
- Navigating complex transactions and carrying out established business practices to ensure seamless execution;
- Ensuring customer satisfaction by delivering extraordinary service, handling standard and complex interactions, and processing client inquiries received by phone or in writing.
To excel in this role, you will need:
- 2+ years of relevant experience in either call/contact center customer service and/or financial services operations;
- Excellent, proactive customer or client servicing skills, highly preferred;
- Experience working in a dynamic environment managing competing priorities;
- Effective time management skills to meet deadlines;
- Self-motivation and a desire to proactively take on additional responsibilities;
- Highly attentive to detail and organized, in order to execute on responsibilities efficiently;
- Punctuality and a strong dedication to attendance;
- A drive for learning all facets of the OSG Client Services business, including its teams, systems, and processes;
- Phenomenal communication, influencing, and problem-solving skills;
- Working experience multi-tasking and working in a fast-paced environment to meet processing timeframes or deadlines.
We offer a competitive salary of $65,000 - $85,000 per annum, depending on experience, plus benefits, including comprehensive health insurance, retirement savings plan, and generous paid time off. If you are customer-obsessed, strive to deliver exceptional experiences that foster customer loyalty, and are passionate about providing best-in-class service, we encourage you to apply for this exciting opportunity.
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