Financial Services Representative

4 days ago


Albuquerque, New Mexico, 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 Albuquerque, NM. This role requires a consistent balance of remote and on-site participation in our Albuquerque office. Please be mindful of commute distance when considering applying. Our Career Development experience is a springboard to an amazing career in which you change the lives of customers. Along with the Fidelity benefits and support we provide, it could change yours as well.

Key Responsibilities:
  • Help customers feel more confident, make clearer decisions, and achieve their own financial dreams.
  • Assist with a broad range of needs, including answering questions about account balances and helping to make withdrawals, transfer funds, or find resources.
  • Commit to investing in you by strengthening your skills, experiences, and connections that will help advance your career at Fidelity.
What We Offer:
  • Onboarding & Experiential Learning: Training within an industry-leading program will fully prepare you to develop the skills needed to engage with customers, while we will provide enrichment activities that will help "invest in you".
  • Rewards & Recognition: Your achievements will be celebrated as you progress through the program.
  • Career Coaching: A Career Coach will help you understand the array of career opportunities at Fidelity, identify a career path that fits your interests, passions, and strengths, and chart a course to help you grow.
Requirements:
  • Ability to establish rapport and relationships through effective communication.
  • Listening and compassion skills to support the challenges of our diverse customers.
  • Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.).
  • Handle a variety of situations and conversations driving towards a resolution suitable for all.
  • Self-motivated teammate with strong social skills who bring energy and passion to the team.
  • Can type 40 words per minute and pass a standard English grammar test.
Shifts and Hours:

Monday - Friday. Training hours are 7:30am - 4:00pm MST and post-training must be able to work an 8hr shift during the hours of 7:00am - 10:00 pm MST.

Click to learn more about Training Opportunities at Fidelity (opens in a new tab) and how we support our associates.



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