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Financial Services Representative
skillventory - A Leading Talent Research FirmFinancial Representative at Fidelity handling client interactions and branch support in Scottsdale, AZ. Focusing on rewarding client relationships and technology integration within the branch.
About the role
Key responsibilities & impact- Deliver rewarding interactions with clients
- Partner and contribute to branch success by identifying opportunities
- Offer support to Fidelity’s clients daily
- Act as a technology champion for the branch
Requirements
What you’ll need- Customer service, phone, or financial services experience
- Banking, insurance, or financial experience
- Degree and/or other professional certifications are helpful
- Must be coachable, collaborative, and curious
- Ability to assess client needs and identify opportunities
Benefits
Comp & perks- Competitive total rewards package
- Stable base salary
- Tuition Reimbursement program
- Training in-branch, regionally, nationally, and virtually
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
customer servicecollaborativecoachablecuriousability to assess client needsidentify opportunities
Certifications
degreeprofessional certifications