Financial Services Representative - Naperville, IL
Fidelity Investments is seeking a Financial Services Representative to support customers over the phone while preparing for a future in their Investor Centers. This role includes dedicated training to obtain necessary FINRA licenses and opportunities for career growth within the company.
Responsibilities
- Support customers by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades
- Navigate the industry-leading training program while working from home and in an Investor Center
- Obtain FINRA licenses including SIE, Series 7 Top Off and Series 66 with paid study time and support
- Develop and hone skills while supporting customers with increasing complexity
- Participate in dedicated time for development activities and networking with colleagues
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