Financial Services Representative
Fidelity Investments
full-time
Posted on:
Location Type: Hybrid
Location: Chandler • Arizona • United States
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About the role
- Support Fidelity's customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades
- Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 & 66 licenses
- Continue to spend four days a week working from home and one day a week in an Investor Center
- Develop and hone your skills while supporting customers with increasing complexity
- Gain confidence and develop proficiency serving customers as you join the wealth management development track
Requirements
- High energy and enthusiasm with a natural passion for helping people
- Flexibility and self-motivation
- Experience in customer service (phone or in-person)
- An ability to thrive face to face with clients in a fast-paced environment
- Eagerness to learn and build a career in financial services
- Ability to deliver an outstanding customer experience
- Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once
- Coachability, collaboration and curiosity will fuel your success
Benefits
- Maternal and Parental Leave
- Tuition Reimbursement
- Student Loan Assistance
- 401(K) 7% match
- Health Insurance
- Dental Insurance
- Vision Insurance
- Disability Insurance
- Paid Time off
- Commuter Benefit Program
- Backup Dependent Care
- Charitable match
- Concierge Services
- Wellness Program
- Fitness Reimbursement
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
high energyenthusiasmpassion for helping peopleflexibilityself-motivationcustomer serviceability to thrive in fast-paced environmentoutstanding customer experiencesuperb interpersonal skillsattention to detail
Certifications
Series 7 licenseSeries 66 license