Financial Services Representative - Mission Viejo, CA
Fidelity Investments is seeking a Financial Services Representative to join their team, focusing on customer support and career development. The role involves assisting customers over the phone and in-person at the Investor Center while obtaining necessary financial licenses.
Responsibilities
- Support our customers taking inbound calls
- Answering questions about account balances
- Making withdrawals
- Transferring funds
- Identifying resources
- Placing trades
- Support customers with increasing complexity to develop and hone your skills
- Spend four days a week working from home and one day a week in an Investor Center
- Gain confidence and develop proficiency serving customers
- Build advanced skills that will further develop your career in planning
Skills
- High energy and enthusiasm with a natural passion for helping people
- Flexibility and self-motivation
- Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment
- Eagerness to learn and build a career in financial services
- Ability to deliver an outstanding customer experience
- Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once
- Coachability, collaboration and curiosity will fuel your success
- Successful completion of all exams for SIE, Series 7 Top Off and Series 66 licenses
Benefits
- Maternal and Parental Leave
- Tuition Reimbursement
- Student Loan Assistance
- 401(K) 7% match
- Health Insurance
- Dental Insurance
- Vision Insurance
- Disability Insurance
- Paid Time off
- Commuter Benefit Program
- Backup Dependent Care
- Charitable match
- Concierge Services
- Wellness Program
- Fitness Reimbursement
Company Overview