Financial Services Customer Representative

2 weeks ago

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 comprehensive benefits we offer, you may find that this opportunity transforms your own life as well. Here are some highlighted benefits (not all benefits are included): 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 role, 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, facilitating withdrawals, transferring funds, and directing clients to appropriate resources. We are committed to investing in your growth by enhancing your skills, experiences, and connections that will propel your career at Fidelity.

This Customer Service position is akin to Entry-Level Customer Service, Contact Center Representative, Customer Service Representative, and Customer Support Representative roles.

Program Structure:

  • As part of a cohort, you will initially spend the first six months training to become a Financial Customer Associate. During this phase, you will start with basic customer interactions and gradually progress to more complex inquiries and digital communication channels (e.g., email, live chat, etc.) related to our clients' 401K plans.
  • In the following months, you will continue to assist clients through various channels, refining your skills. There will be designated time away from calls for team activities, well-being support, and career coaching. Opportunities to obtain your FINRA Series 7 and 63 licenses may also be available depending on your career trajectory.

Program Benefits:

  • Comprehensive Training & Learning Opportunities: Engage in an industry-leading training program designed to equip you with the necessary skills to effectively interact with clients, complemented by enrichment activities that focus on your development.
  • Recognition & Rewards: Your accomplishments will be acknowledged as you advance through the program.
  • Career Guidance: A dedicated Career Coach will assist you in exploring the diverse career paths available at Fidelity, helping you identify a trajectory that aligns with your interests and strengths.
  • This is a full-time hourly position that may offer additional hours based on business needs and your availability. A finance background or degree is not required for success in this role.

Essential Skills:

  • Ability to build rapport and relationships through effective communication.
  • Listening and empathy skills to address the challenges faced by our diverse clientele.
  • Flexibility and adaptability to thrive in various work settings (i.e., balancing remote and in-office work, overtime, etc.).
  • Capability to manage a variety of situations and discussions, steering towards mutually beneficial resolutions.
  • Self-driven team player with strong interpersonal skills who brings enthusiasm and dedication to the team.
  • Typing proficiency of 40 words per minute and ability to 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 support 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 for 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-profits in providing employee benefits, and offer institutions and independent advisors investment and technology solutions.

Join Us:

At Fidelity, you will discover numerous opportunities to cultivate a meaningful career that positively influences the lives of others, including your own. Our flexible benefits are designed to support you at every stage of your career, empowering you to thrive both professionally and personally. Recognized as a top workplace, we value honesty, integrity, and the safety of our associates and clients in a highly regulated industry. Certain roles may require candidates to undergo a preliminary credit check during the screening process, and a background investigation will be conducted for those presented with an offer.

Fidelity Investments is an equal opportunity employer, committed to building a diverse workforce through a culture of inclusion and belonging.

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