Representative, Client Services - Sep 2026 (Smithfield)
The Role
The Operations & Services Group (OSG) Client Services division is seeking entry-level, driven and knowledgeable associates!
You will be directly involved in navigating transaction processing and carrying out our already-established record-keeping business practices, providing best in class service to financial advisors and other institutional clients by executing client requests and acting as a client advocate throughout the Fidelity organization through telephone within contact center.
You ensure customer satisfaction by delivering extraordinary service, handling standard and complex interactions, and processing client inquiries received by phone or in writing.
Expertise/Skills You Bring
- 2+ years of relevant experience in either call/contact center customer service and/or financial services operations
- Excellent, proactive customer or client servicing skills, highly preferred
- Experience working in a very dynamic environment managing competing priorities
- Effective time management skills to meet deadlines
- Self-motivated and has the desire to proactively take on additional responsibilities
- Highly attentive to detail and organized, in order to execute on responsibilities efficiently
- Punctual, and demonstrates a strong dedication to attendance
- Drive for learning all facets of the OSG Client Services business, including its' teams, systems, and processes
- Phenomenal communication, influencing and problem-solving skills
- Working experience multi-tasking and working in a fast-paced environment to meet processing time frames or deadlines
- The desire to identify areas of improvement and be a part of developing the plan to implement change
- Customer-obsessed and strive to deliver exceptional experiences that foster customer loyalty
Team
We provide superior customer service to Fidelity’s Institutional businesses through innovation, dedication, and commitment to excellence. This division is responsible for servicing our customers via inbound phones interactions, transaction processing and record-keeping for the transfer agent, Fidelity Investments Institutional Operations Company, Inc., as well as intermediary support and relationship management for Fidelity Institutional Asset Management (FIAM).
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications
Certifications Category: Brokerage Operations