Financial Services Representative

2 weeks ago

Merrimack, New Hampshire, United States Fidelity TalentSource LLC Full time
About the Role

We are seeking a highly motivated and customer-focused individual to join our team as a Financial Customer Associate. In this role, you will be responsible for providing exceptional customer service and support to our clients, helping them to achieve their financial goals and objectives.

Key Responsibilities
  • Provide timely and effective responses to customer inquiries and concerns, ensuring that their needs are met and exceeded.
  • Work closely with customers to understand their financial situations and provide personalized solutions and recommendations.
  • Collaborate with internal teams to resolve complex customer issues and ensure seamless customer experiences.
  • Stay up-to-date with product and service offerings, as well as industry trends and developments, to provide informed and expert advice to customers.
  • Meet or exceed performance metrics and targets, including customer satisfaction and retention rates.
Requirements
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with customers and colleagues.
  • Strong problem-solving and analytical skills, with the ability to think critically and creatively.
  • Ability to work in a fast-paced environment, prioritizing multiple tasks and deadlines.
  • High school diploma or equivalent required; degree in finance, business, or related field preferred.
  • Bi-lingual phone associates with the ability to communicate effectively in English and Spanish.
What We Offer
  • A competitive salary and benefits package, including medical, dental, and vision insurance.
  • A comprehensive training program, including onboarding and ongoing development opportunities.
  • A collaborative and dynamic work environment, with opportunities for growth and advancement.
  • A recognition and rewards program, celebrating individual and team achievements.
How to Apply

If you are a motivated and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity. Please submit your resume and cover letter, highlighting your relevant skills and experience.

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