Financial Services Representative

skillventory - A Leading Talent Research Firm

Financial Services Representative handling customer inquiries and supporting career development at Fidelity. Providing service and training for financial licensing while working from home and in-office.

Posted 5/14/2026full-timeChandler • Arizona • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Support customers with increasing complexity to develop and hone your skills
Answer questions about account balances
Make withdrawals
Transfer funds
Identify resources
Place trades
Work from home and spend one day per week in the Investor Center

Requirements

What you’ll need

High energy and enthusiasm with a natural passion for helping people
Flexibility and self-motivation
Experience in customer service (phone or in-person) and 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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

high energyenthusiasmpassion for helping peopleflexibilityself-motivationcustomer serviceoutstanding customer experienceinterpersonal skillsattention to detailability to manage multiple tasks