Fidelity
Financial Services
FinancialServicesRepresentative
“Financial Services Representative at Fidelity. Skills: Customer service, Financial services, Licensing exams. Support customers taking inbound calls. Answer questions about account balances”
What You'll Achieve.
Prepare for a future as the official face of Fidelity; Supercharge your early planning and advice career; Build skills and experiences; Gain confidence and develop proficiency serving customers; Further develop your career in planning; Plan for your future at Fidelity; Chart a course to help you grow in a personalized career path; Build unique skills; Transition to working fully on-site in an Investor Center; Progress through this career development experience on your way to your first promotion
Industry & Context.
Fidelity is not providing immigration sponsorship, Criminal Histories may restrict hiring
What They're Looking For.
Must Have
High energy and enthusiasm, Flexibility and self-motivation, Experience in customer service (phone or in-person), 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, Ability to manage multiple tasks at once, Coachability, Curiosity, Successful completion of all exams
Nice to Have
No finance background or college degree required
What You'll Do.
Support customers taking inbound calls
Answer questions about account balances
Support customers with increasing complexity
Network with colleagues
How You'll Work.
Team & Collaboration
Connect and refuel by networking with colleagues
Communication Scope
Superb interpersonal skills
Applying for this Financial Services Representative role?
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ANONYMOUS · UNFILTERED
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