Financial Services Representative, College Graduate - Boston, MA
Financial Services Representative, College Graduate - Boston, MA
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Job Description
Job Description:
Have a passion for helping people When you choose a career as a Financial Services Representative you will inspire better financial futures while being an integral part of a team that is the face of Fidelity. You will impact the branch culture by taking incoming calls introducing service offerings and encouraging long-lasting positive relationships while we support you with ongoing paid training to help you get your Series 7 &63.
The Expertise Were Looking For
A natural passion for helping people customer service phone or financial services experience will prepare you for this role
You are a flexible self-motivated teammate with a can-do approach who brings energy and enthusiasm to the role
Banking insurance or financial experience is an excellent addition to your experience but not required we will provide you the training you need to be successful
We will support you through structured learning and study opportunities that allow you to acquire your Series 7 & 63 licenses quickly.
The Purpose of Your Role
Our associates have rewarding interactions with clients while providing a world class client experience. When on the phone youll assist clients with a broad range of requests from answering questions about their account balances to guiding them to the appropriate resources that meet their needs. When working with clients in-person youre the subject matter specialist for all walk-in transactions as you find opportunities to deepen relationships.
The Skills You Bring
You are eager to learn and build your career in the financial service industry
Committed to delivering an outstanding customer experience you take initiative and surpass expectations
You have superb interpersonal skills remarkable attention to detail and enjoy managing multiple tasks at once
Being coachable collaborative and curious are your go to attributes
Our Investments in You
We believe our greatest advantage is our people. While you grow your career at Fidelity youll experience a top-notch onboarding program with customized coaching to help you develop and be great in-person as well as over the phone. Our robust training will put you on a proven career path that streamlines your growth through our wealth management network developing the skills to have meaningful conversations with clients. You will not fail due to a lack of training or onboarding!
The Value You Deliver
A key member of the team you are offering support to Fidelitys most valuable clients daily directly impacting the success of the business
Engaging with customers responding to inquiries and providing product and service level guidance you will help increase customer dedication and build relationships
After training youll process equity transactions mutual funds and fixed-income trades
The goal remains consistent for all interactions both in-person and over the phone: help customers feel more confident make clearer decisions and achieve their own financial dreams!
Certifications:
Series 07 - FINRA Series 63 - FINRACategory:
Customer ServiceFidelitys 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 M-F) in a Fidelity office.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
