Financial Services Representative - Carmel, IN

About the role

Join our team of Financial Services Representatives where you'll have dedicated time to focus on growth and career development, while supporting our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers.

Responsibilities

• Support Fidelity's customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades.
• Spend one day per week in the Investor Center to support customers with increasing complexity and develop new skills.
• Gain confidence and develop proficiency serving customers as you join the wealth management development track.
• Build advanced skills that will further develop your career in planning.

Requirements

• 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.

Qualifications

• 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.

Skills

• 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.

Benefits

• 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

Pay

Details on pay are not specified in the job description.

Schedule

Details on schedule are not specified in the job description.