Financial Services Customer Representative

1 week ago


Westlake, Ohio, United States Fidelity TalentSource LLC Full time



Position Overview:

Are you prepared to embark on a rewarding career at Fidelity?

If so, consider becoming a part of our customer service division. This position necessitates a blend of remote and in-office engagement.

Our Career Development program serves as a launchpad for a fulfilling career where you can make a significant impact on clients' lives. In addition to the extensive benefits we offer, it could also transform your own life. Here are some highlighted benefits (not an exhaustive list): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) with matching contributions, Health, Dental, and Vision Insurance, Disability Insurance, Paid Time Off, Commuter Benefits, Backup Dependent Care, Charitable Matching, Concierge Services, Wellness Programs, and Fitness Reimbursement.

In this Customer Service capacity, you will empower clients to feel more assured, make informed decisions, and realize their financial aspirations. Your responsibilities will encompass a wide array of tasks, including addressing inquiries regarding account balances and facilitating withdrawals, fund transfers, or resource identification. We are committed to investing in your development by enhancing your skills, experiences, and connections that will advance your career at Fidelity.

The Customer Service role is akin to Entry-Level Customer Service, Contact Center Representative, Customer Service Representative, and Customer Support Representative positions.

Program Structure:

  • Become part of a cohort of associates in a Customer Service role and during the initial six months, engage in training to evolve into a Financial Customer Associate. This phase will begin with basic customer interactions and progress to more complex inquiries and/or digital communication channels (e.g., email, live chat, etc.) related to our clients' 401K plans.
  • In the following months, continue to assist clients through potentially various channels to refine and enhance your skills. There will be dedicated time during the day (away from calls) for team activities, well-being support, and career coaching. Additionally, there is an opportunity to obtain your FINRA Series 7 and 63 licenses based on your Career Path.

Program Benefits:

  • Onboarding & Experiential Learning: Training within a leading program will thoroughly equip you with the necessary skills to engage with clients, while we provide enrichment activities that will help to “invest in you”.
  • Recognition & Rewards: Your accomplishments will be acknowledged as you progress through the program.
  • Career Guidance: A Career Coach will assist you in understanding the various career opportunities at Fidelity, helping you identify a career path that aligns with your interests, passions, and strengths, and guide you in your professional growth.
  • This is a full-time hourly contact center position that also allows for additional hours based on business requirements and your availability. A finance background or degree is not necessary for success in this role.

Essential Skills:

  • Ability to build rapport and relationships through effective communication.
  • Listening and empathy skills to assist our diverse clientele.
  • Adaptability and flexibility to thrive in various work settings (i.e., balancing office and remote work, overtime, etc.).
  • Capable of managing a variety of situations and discussions, driving towards mutually beneficial resolutions.
  • Self-motivated team player with strong interpersonal skills who brings enthusiasm and dedication to the team.
  • Ability to type 40 words per minute and pass a standard English grammar assessment.

The Value You Provide:

  • A genuine passion for assisting others.
  • A commitment to continuous learning and the ability to quickly grasp and apply new concepts to aid in decision-making.
  • Deliver exceptional customer service and communication through voice or digital channels.

Work Schedule: Monday to Friday. Training hours are from 8:30 AM to 5:00 PM CST, and post-training, you must be available to work an 8-hour shift between 7:30 AM and 11:00 PM CST.

Company Overview:

Fidelity Investments is a privately held organization dedicated to enhancing the financial well-being of our clients. We assist individuals in investing and planning for their futures, support companies and non-profit organizations in providing benefits to their employees, and offer institutions and independent advisors investment and technology solutions to effectively manage their clients' funds.

At Fidelity, you will discover numerous opportunities to cultivate a meaningful career that positively influences the lives of others, including your own. You can take advantage of flexible benefits that support you throughout every stage of your career, empowering you to thrive both professionally and personally. Recognized with a Glassdoor Employees Choice Award, we have been acknowledged by our employees as a top 10 Best Place to Work. Moreover, you do not need a finance background to succeed at Fidelity—we provide a variety of learning opportunities to help you build the career you have always envisioned. Fidelity's work model combines the advantages of remote work with maximizing in-person collaboration to meet both associate and business needs.

Fidelity is an equal opportunity employer. We believe that the most effective way to attract, develop, and retain a diverse workforce is to foster a lasting culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who require adjustments to participate in the application or interview process.



  • Westlake, Ohio, United States Fidelity TalentSource LLC Full time

    Position Overview:Are you prepared to embark on a rewarding career with Fidelity?This role involves a blend of remote and in-office engagement. It is essential to consider commute distance when applying.Our Career Development program serves as a launchpad for a fulfilling career where you can make a significant impact on customers' lives. In addition to the...


  • Westlake, Ohio, United States Fidelity TalentSource LLC Full time

    Position Overview:Are you prepared to embark on a rewarding career at Fidelity?If so, consider becoming a vital part of our customer service division. This position necessitates a blend of remote and in-office engagement.Our Career Development program serves as a launchpad for a fulfilling career where you can positively impact the lives of clients....


  • Westlake, Ohio, United States Fidelity TalentSource LLC Full time

    Position Overview:Are you prepared to embark on a rewarding career with Fidelity?This position involves a blend of remote and in-office work, offering a unique opportunity to contribute to our customer service team.Our Career Development program serves as a launching pad for a fulfilling career where you can make a significant impact on customers' lives. In...


  • Westlake, Ohio, United States Fidelity TalentSource LLC Full time

    Position Overview:Are you prepared to embark on a fulfilling career with Fidelity?This role involves a blend of remote and in-office engagement, necessitating consideration of commute logistics.Our Career Development program serves as a launchpad for a rewarding career where you can make a significant impact on clients' lives. In addition to the...


  • Westlake, Ohio, United States Fidelity TalentSource LLC Full time

    Position Overview:Are you prepared to embark on a rewarding career with Fidelity?This position involves a blend of remote and in-office engagement, requiring your presence at our designated location. Consider your commuting options when applying.Our Career Development program serves as a launchpad for a fulfilling career where you can positively impact...


  • Westlake, Ohio, United States Charles Schwab Full time

    About the RoleWe are seeking a highly motivated and customer-focused Financial Services Representative to join our team at Charles Schwab. As a key member of our service team, you will play a critical role in helping clients achieve their financial goals.Key Responsibilities:Provide exceptional client service and support to clients through inbound calls,...


  • Westlake, Ohio, United States Fidelity TalentSource LLC Full time

    About the RoleFidelity TalentSource LLC is seeking a highly skilled and detail-oriented individual to join our team as a Brokerage Operations Representative. As a key member of our organization, you will play a critical role in providing exceptional customer service to our clients by accurately establishing and updating brokerage accounts and related...


  • Westlake, Ohio, United States Charles Schwab Full time

    About the RoleAt Charles Schwab, we're seeking a highly motivated and customer-focused Financial Services Representative to join our team. As a key member of our service team, you'll play a vital role in helping clients achieve their financial goals.Key ResponsibilitiesProvide exceptional client service and support through inbound calls, emails, and other...


  • Westlake, Ohio, United States Struers ApS Full time

    Job SummaryWe are seeking a highly skilled and experienced Customer Service Representative to join our team at Struers ApS. As a Customer Service Representative, you will be responsible for providing exceptional customer service and support to our external and internal customers.Key ResponsibilitiesProvide timely and accurate support to customers via phone,...


  • Westlake, Ohio, United States Charles Schwab Full time

    About the RoleWe are seeking a highly skilled and motivated Global Services Representative to join our team at Charles Schwab. As a Global Services Representative, you will be responsible for providing exceptional service to international and domestic clients, handling a full range of service and trading needs.Key ResponsibilitiesService international and...


  • Westlake, Ohio, United States Charles Schwab Full time

    About the RoleWe are seeking a highly skilled and motivated Global Services Representative to join our team at Charles Schwab. As a key member of our client support team, you will be responsible for providing exceptional service to our international and domestic clients, assisting with trading futures products, and supporting clients within our Stock Plan...


  • Westlake, Ohio, United States Wigs for Kids Inc Full time

    Job OverviewWe are seeking a highly skilled Customer Service Representative to join our team at Wigs for Kids Inc. As a key member of our customer-facing team, you will play a vital role in delivering exceptional service to professionals in the beauty industry.Key ResponsibilitiesCustomer Communication: Respond to customer inquiries and concerns in a timely...


  • Westlake, Ohio, United States Cleveland Clinic Full time

    About Cleveland Clinic Children's Hospital for Rehabilitation:Cleveland Clinic Children's Hospital for Rehabilitation is recognized globally as a leading healthcare institution dedicated to providing exceptional care for children. Our commitment to excellence is reflected in our team of compassionate and skilled professionals who strive to make a positive...


  • Westlake, Ohio, United States Cleveland Clinic Full time

    About Cleveland Clinic Children's Hospital for Rehabilitation:Cleveland Clinic Children's Hospital for Rehabilitation is recognized globally as a leader in pediatric healthcare. Our commitment to excellence in patient care is unwavering, and we pride ourselves on fostering a supportive environment for both our patients and caregivers.Role Overview:As a...


  • Westlake, Ohio, United States Cleveland Clinic Full time

    About Cleveland Clinic Children's Hospital for Rehabilitation:Cleveland Clinic Children's Hospital for Rehabilitation is renowned for its commitment to providing exceptional healthcare services. Our facility is consistently recognized among the top children's hospitals, where you will collaborate with dedicated professionals who are passionate about making a...


  • Westlake, Ohio, United States Charles Schwab Full time

    Your Opportunity At Charles Schwab, you are empowered to make a significant impact on your career. Here, innovative thinking meets creative problem-solving, allowing us to transform the finance industry together. As a Client Banking Services Representative, you will be at the forefront of the client experience, providing exceptional customer support to...


  • Westlake, Ohio, United States Charles Schwab Full time

    Your Opportunity At Charles Schwab, you are empowered to make a significant impact on your career. Here, innovative thinking meets creative problem-solving, allowing us to transform the finance industry together. As a Client Banking Services Representative, you will be at the forefront of the client experience, providing exceptional customer support to...


  • Westlake, Ohio, United States First Federal Lakewood Full time

    Job SummaryThe Consumer Loan Servicing Specialist is a key member of our team at First Federal Lakewood, responsible for the day-to-day servicing of auto and marine loans. This role requires excellent customer service skills, a strong understanding of lending laws and regulations, and the ability to work collaboratively with management and team members.Key...


  • Westlake, Ohio, United States First Federal Lakewood Full time

    Job SummaryThe Consumer Loan Servicing Specialist is a key member of our team at First Federal Lakewood, responsible for the day-to-day servicing of auto and marine loans. This role requires excellent customer service skills, a strong understanding of lending laws and regulations, and the ability to work collaboratively with management and team members.Key...


  • Westlake, Ohio, United States Candice Stryker-Irlbacher - State Farm Agent Full time

    About the RoleWe are looking for a dedicated individual to fill the position of Agent Team Member. This role is ideal for someone who is passionate about customer service and enjoys engaging with clients. You will play a vital role in fostering and nurturing customer relationships, providing insights on insurance products, and promoting services tailored to...