Customer Service Representative
- Free
- Published date: October 28, 2024
-
- Florida, United States
Job Title: Customer Service Representative at Fidelity Investments
Company Overview: Fidelity Investments is a leading provider of investment and financial services, dedicated to helping our clients achieve their financial goals. With over 70 years of experience, we are committed to providing exceptional customer service and innovative solutions to help our clients secure their financial future.
Position Overview: Fidelity Investments is currently seeking a dynamic and passionate Customer Service Representative to join our growing team. As a Customer Service Representative, you will be the first point of contact for our clients and will play a crucial role in delivering outstanding customer service while providing support and guidance on our products and services.
Key Responsibilities:
- Handle inbound and outbound calls from clients, addressing their requests and inquiries with professionalism and empathy
- Build relationships with clients by actively listening and understanding their financial needs, and providing tailored solutions and recommendations
- Maintain accurate records of all interactions with clients in our CRM system
- Collaborate with internal teams to escalate and resolve complex client issues in a timely manner
- Proactively identify opportunities for improvement in processes and procedures to enhance the overall customer experience
- Stay up-to-date on industry trends and Fidelity's products and services to effectively assist clients with their investment decisions
- Meet or exceed performance metrics and goals, including customer satisfaction and retention rates
Qualifications:
- High school diploma or equivalent, college degree preferred
- 1-3 years of customer service experience, preferably in a call center or financial services environment
- Excellent communication skills, both verbal and written
- Strong problem-solving and decision-making abilities
- Ability to work effectively in a fast-paced and dynamic environment
- Proficient in using customer databases and Microsoft Office
- Series 7 and 63 licenses preferred or willingness to obtain within the first 120 days of employment
Why Work for Fidelity Investments?
- Competitive salary and benefits package including medical, dental, vision, and 401(k)
- Comprehensive training and development programs
- Opportunities for career growth and advancement
- A positive and inclusive work culture that values diversity and work-life balance
- Employee discounts and perks, including free financial planning services for you and your family
- Commitment to giving back to the community through volunteer opportunities and charitable donations
At Fidelity Investments, we believe that our success is driven by the exceptional talent and dedication of our team members. Join us in our mission to empower our clients to make informed financial decisions and secure a brighter future for themselves and their families. Apply now to become a part of our dynamic and customer-focused team as a Customer Service Representative at Fidelity Investments!
Reference : Customer Service Representative jobs
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