Financial Services Representative - Naperville, IL
Fidelity(3 days ago)
About this role
A Financial Services Representative role focuses on supporting customers over the phone and in-person, providing guidance on their accounts, and helping them with transactions while pursuing professional licenses. The position offers training, career development opportunities, and a chance to develop skills in the financial industry.
Required Skills
- Customer Service
- Communication
- Financial Knowledge
- Attention to Detail
- Teamwork
- Flexibility
- Self-motivation
- Interpersonal Skills
- Curiosity
- Collaboration
About Fidelity
fidelity.comFidelity 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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