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Financial Customer Service Representative

2 months ago


Lincoln, Nebraska, United States Fidelity Investments Full time
Job Overview:

Financial Customer Service Representative - Bi-Lingual Opportunity

We are seeking a highly skilled and empathetic Financial Customer Service Representative to join our team. As a key member of our customer service team, you will be responsible for providing exceptional service to our clients, resolving their financial concerns, and ensuring their overall satisfaction.

About the Role:

This is a full-time, primarily phone-based contact center position. You will be working from home, and we provide all the necessary equipment and resources to ensure your success. We are looking for individuals who are passionate about helping others, have excellent communication skills, and are proficient in both English and Spanish.

Key Responsibilities:

  • Establish rapport and show empathy with customers, making them feel valued
  • Effectively use internal resources to arrive at the right solution for the client
  • Demonstrate excellent customer service skills with perseverance to resolve issues and process transactions accurately
  • Define a problem clearly and raise concerns when necessary
  • Take initiative for acquiring the expertise and knowledge to effectively resolve customer issues
  • Assist customers with professionalism while following measurable business goals

Requirements:

  • Having a degree or customer service experience is helpful
  • Listening and empathy skills to support the challenges of our diverse customers
  • Excellent communications skills (both written and verbal) supporting customers through potentially multiple channels
  • A service-oriented attitude towards others and being a supportive teammate
  • Personal computer proficiency and typing skills
  • Pro-active problem-solving skills
  • Ability to manage challenging situations and conversations

Benefits:

We offer a range of benefits to support your career growth and well-being, including flexible work arrangements, comprehensive training programs, and opportunities for advancement.

Schedule:

This is a Monday to Friday, 40 hours per week position with open availability from 7:30am to 11:00pm CST. Overtime hours are encouraged during peak call periods.