Financial Services Representative - Philadelphia, PA
Fidelity(1 month ago)
About this role
A Financial Services Representative at Fidelity supports customers via inbound phone calls while completing an intensive onboarding and licensing program. The role is designed as an early-career pathway into becoming the face of Fidelity in Investor Centers, transitioning from primarily work-from-home to full-time work in an Investor Center after training.
Required Skills
- Customer Service
- Inbound Calls
- Account Support
- Fund Transfers
- Withdrawals Processing
- Trade Entry
- Client Communication
- Licensing Preparation
- Multitasking
- Attention To Detail
+1 more
Qualifications
- SIE (FINRA)
- Series 7 (FINRA)
- Series 66 (FINRA)
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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