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Financial Services Customer Representative

2 months ago

Smithfield, Ohio, United States Fidelity TalentSource LLC Full time

Exciting Career Path at Fidelity TalentSource LLC

Fidelity TalentSource LLC is seeking motivated individuals to become part of their customer support team.

Embarking on a career with Fidelity means stepping into a fulfilling role where you can make a significant difference in customers' financial journeys. Here are some key benefits that Fidelity provides:

  • Parental Leave Policies
  • Educational Assistance Programs
  • Support for Student Loans
  • Retirement Savings Plan with Employer Match
  • Comprehensive Health, Dental, and Vision Coverage
  • Disability Coverage
  • Paid Leave Options
  • Commuter Benefits
  • Charitable Contribution Matching
  • Concierge Services
  • Wellness Initiatives
  • Fitness Expense Reimbursement

In this position, you will assist clients in reaching their financial objectives by providing guidance on account questions, withdrawals, fund transfers, and additional services. Fidelity is dedicated to your professional development, offering training and pathways for advancement within the organization.

Here’s an overview of the training program:

  • Initial Training: The first six months will focus on your development as a Financial Customer Associate.
  • Continuous Learning: Ongoing training and development across various customer service platforms.

At Fidelity, you will benefit from:

  • Comprehensive Onboarding & Experiential Learning
  • Recognition & Rewards Programs
  • Career Development Coaching
  • Flexible Scheduling and Additional Work Opportunities

Required Skills and Qualifications:

  • Strong communication and relationship-building abilities
  • Active listening and empathy skills
  • Adaptability to diverse work settings
  • Problem-solving and collaborative skills
  • High motivation and interpersonal skills
  • Minimum typing proficiency of 40 words per minute

Your Contribution:

  • Commitment to assisting others
  • Willingness to learn and implement new concepts
  • Providing outstanding customer service

Work Schedule: Monday to Friday. Training hours are from 8:30 am to 5:00 pm EST, with availability for an 8-hour shift between 8:30 am and Midnight EST.

This is a remarkable opportunity to embark on a rewarding career with Fidelity, a company focused on improving the financial health of its clients.