Financial Services Representative

3 days ago


MagstattleBas, Grand Est, United States Fidelity Investments Full time
Job Title: Financial Customer Associate

We are seeking a highly motivated and customer-focused individual to join our team as a Financial Customer Associate. As a key member of our customer service team, you will be responsible for providing exceptional service to our clients, resolving their financial needs, and ensuring their satisfaction.

About the Role:
  • Provide top-notch customer service to clients via phone, ensuring their financial needs are met and their concerns are addressed.
  • Work collaboratively with internal teams to resolve complex customer issues and provide solutions.
  • Develop and maintain a deep understanding of our products and services to effectively communicate with clients.
  • Stay up-to-date on industry trends and regulatory requirements to ensure compliance and provide accurate information to clients.
  • Participate in ongoing training and development to enhance skills and knowledge.
Requirements:
  • Excellent communication and interpersonal skills, with the ability to build rapport with clients.
  • Strong problem-solving skills, with the ability to analyze complex issues and provide effective solutions.
  • Ability to work in a fast-paced environment, prioritizing tasks and managing multiple projects simultaneously.
  • High school diploma or equivalent required; degree in a related field preferred.
  • Bi-lingual skills in English and Spanish a plus.
What We Offer:
  • A competitive salary and benefits package.
  • Opportunities for career growth and professional development.
  • A dynamic and supportive work environment.
  • Flexible work arrangements, including remote work options.


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