Financial Customer Relationship Advocate

Location
Covington, KY
Posted
September 14 2017
Ref
1703106
Industry
Securities
Description
embed{ height:435px; } @media all and (max-width: 500px){ embed{ height: 530px; } } @media all and (min-width: 501px) and (max-width: 800px){ embed{ height: 455px; } }

Do you enjoy helping others? Are you the “go to person“ at work or in your community? Would your friends and family describe you as friendly and resourceful?  If yes, then we really should talk.

The Expertise We're Looking For

  • Relationship building skills
  • Commitment to customers
  • Experience in people facing industries such as financial service, healthcare, or hospitality

The Purpose of Your Role

You bring your passion, we'll invest in you.  Yes, we are in financial services, but not in the competitive and old-fashioned way you might be thinking.  We offer an industry-leading, paid development program that will prepare you to engage with customers while obtaining your Series 7 and 63 licenses where you will learn all about the financial services industry and products.   These inbound phone calls can range from something as simple as an account balance inquiry to the complexity of helping inform difficult financial decisions, but your mission remains the same:  help customers feel more confident investing, make clearer decisions, and achieve their own financial dreams.

The Skills You Bring

  • Your unwavering commitment to customers and your interest in helping them plan for their futures
  • Your desire to learn and dedication to study in order to obtain your required licenses
  • Your ability to translate and apply newly learned financial concepts to day-to-day customer interactions

The Value You Deliver

At Fidelity, collaboration isn't just about working together in our small teams; it's about improving lives together.  Our success as a firm is due to the personal responsibility and pride our associates take in getting things just right, and the compassion that drives us to go the extra mile for our customers and each other.  We ask for and act on our associates' input on everything from busting through customer issues to designing our workspaces.  If you bring your interest and willingness to learn the financial side, we will teach you what you need to know.

Your Life

We believe that a balanced life is important. Our benefit programs are designed to help you and your loved ones balance the needs of work, life and family.  Sound too good to be true?  See for yourself and learn more about our benefit offerings.


Total Benefits Flyer 


 Click here for a news story about how we are helping our employees payback their student loan debt and updated parental leave policy.  


 http://www.unionleader.com/apps/pbcs.dll/article?AID=/20160320/NEWS02/160329973/0/footer-sidebar-bg.png 

Fidelity Investments was recognized as the Glassdoor Candidates' Choice Awards for 2015 and CareerBliss 50 Happiest Companies in 2015.

Apply now to learn more!



Qualifications
Client/Customer ServiceAdvertisement