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Financial Services Representative

2 months ago

Orland Park, Illinois, United States Fidelity Investments Full time

About Fidelity Investments

Fidelity Investments is a leading financial services company that offers a range of investment products and services to individuals, businesses, and institutions.

Job Summary

We are seeking a highly motivated and customer-focused Financial Services Representative to join our team. As a Financial Services Representative, you will be responsible for providing exceptional customer service to our clients, answering their questions, and helping them achieve their financial goals.

Key Responsibilities

  • Provide exceptional customer service to clients over the phone and in-person
  • Answer client questions and provide information about investment products and services
  • Help clients achieve their financial goals by providing guidance and support
  • Work closely with other team members to ensure seamless client service
  • Participate in ongoing training and development to stay up-to-date on industry trends and best practices

Requirements

  • High energy and enthusiasm with a natural passion for helping people
  • Flexibility and self-motivation
  • Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment
  • Eagerness to learn and build a career in financial services
  • Ability to deliver an outstanding customer experience
  • Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once
  • Coachability, collaboration and curiosity will fuel your success

What We Offer

  • A competitive salary and benefits package
  • Ongoing training and development opportunities
  • A collaborative and dynamic work environment
  • The opportunity to work with a leading financial services company
  • A chance to make a real difference in the lives of our clients

How to Apply

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