Financial Services Representative - Gold Coast, IL

Fidelity(3 days ago)

HybridFull TimeJunior$45,000 - $70,000Customer Service

About this role

A Financial Services Representative at Fidelity provides inbound customer support over the phone, helping clients with account management, transactions, and resources. The role offers extensive training and development opportunities, including support to obtain FINRA licenses, with a focus on career growth within the company.

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Required Skills

Customer Service
Interpersonal Skills
Attention to Detail
Communication
Financial Knowledge
Multitasking
Collaboration
Learning Mindset
Problem Solving
Time Management

About Fidelity

fidelity.com

Fidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.

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