Representative, Client Services - May 2025 (Westlake)
Representative, Client Services - May 2025 (Westlake)
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1 Vacancy
Job Description
Job Description:
Target Class Start Date: May 27 2025
Are you customer focused and also strive to deliver experiences that foster customer loyalty Then this might be the right role and opportunity for you! Apply now to be considered for the upcoming class that includes an immersive paid training during onboarding!
**Associates in this role can work in Smithfield RI or in Westlake TX.
The Role
The Operations & Services Group (OSG) Client Services division is seeking entry level driven and knowledgeable associates!As a Representative for Client Services you will be directly involved in navigating transaction processing and carrying out our alreadyestablished recordkeeping business practices provides 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 of client inquiries received by phone or in writing.
We are customerobsessed and strive to deliver experiences that foster customer loyalty through consistent highquality service delivered by associates who can effectively transform knowledge to performance complexity to simplicity and customer service into relationships.
The 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
Selfmotivated and has the desire to proactively take on additional responsibilities
Highly attentive to detail and organized in order to execute on responsibilities efficiently
You are punctual and demonstrate a strong dedication to attendance
You have a drive for learning all facets of the OSG Client Services business including its teams systems and processes
You have phenomenal communication influencing and problemsolving skills
Working experience multitasking and working in a fastpaced environment to meet processing timeframes or deadlines
You have the desire to identify areas of improvement and be a part of developing the plan to implement change
You are customerobsessed and strive to deliver exceptional experiences that foster customer loyalty
Note: Fidelitywill not provide immigration sponsorship forthis position.
The Team
We provide superior customer service to Fidelitys Institutional businesses through innovation dedication and commitment to excellence. This division is responsible for servicing our customers via inbound phones interactions transaction processing and recordkeeping for the transfer agent Fidelity Investments Institutional Operations Company Inc. as well as intermediary support and relationship management for Fidelity Institutional Asset Management (FIAM).
Certifications:
Category:
Brokerage OperationsFidelitys hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days MF) in a Fidelity office.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
