Financial Services Representative
FinancialServicesRepresentative
“Financial Services Representative at Financial Services Representative. Skills: Customer service, Financial services. Support customers taking inbound calls. Answer questions about account balances”
What You'll Achieve.
Become a FINRA Registered Representative; Develop and hone your skills; Gain confidence and develop proficiency serving customers; Progress through career development experience on your way to your first promotion
Industry & Context.
Must obtain SIE, Series 7 Top Off and Series 66 licenses, Fidelity is not providing immigration sponsorship
What They're Looking For.
Must Have
Experience in customer service (phone or in-person), Ability to deliver an outstanding customer experience, Ability to manage multiple tasks at once
Nice to Have
High energy and enthusiasm, Flexibility and self-motivation, Eagerness to learn and build a career in financial services, Superb interpersonal skills, Coachability, collaboration and curiosity
What You'll Do.
Support customers taking inbound calls
Answer questions about account balances
Support customers with increasing complexity
How You'll Work.
Team & Collaboration
Networking with colleagues
Communication Scope
Interpersonal skills
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