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Brokerage Client Experience Operations Representative II

2 months ago

Jersey City, New Jersey, United States Fidelity TalentSource LLC Full time
About the Role

We are seeking a highly skilled and motivated individual to join our Client Service and Support team as a Brokerage Client Experience Operations Representative II. In this role, you will be responsible for providing exceptional customer service to our clients, resolving complex issues, and building strong relationships with internal and external stakeholders.

Key Responsibilities
  • Provide timely and effective resolution to client inquiries and issues
  • Collaborate with internal teams to resolve complex issues and improve processes
  • Develop and maintain strong relationships with clients and internal stakeholders
  • Stay up-to-date with industry trends and regulatory requirements
  • Participate in ongoing training and development to enhance skills and knowledge
Requirements
  • College degree preferred
  • 2+ years customer service experience preferred
  • 2+ years brokerage operations or financial services experience preferred
What We Offer

We offer a competitive salary range of $39,000-$61,000 per year, depending on experience and qualifications. In addition, we provide a comprehensive benefits package, including health insurance, retirement plans, and paid time off.

About Fidelity Investments

Fidelity Investments is a leading provider of financial services, with a mission to strengthen the financial well-being of our clients. We are committed to providing exceptional service and support to our clients, and we are seeking a talented individual to join our team.