Financial Services Representative - Bethesda, MD
Company: Fidelity Investments
Location: Bethesda
Posted on: January 19, 2023
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Job Description:
Job Description:Job DescriptionHave 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 We're 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 RoleOur
associates have rewarding interactions with clients while providing
a world class client experience. When on the phone, you'll 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, you're 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"
attributesOur Investments in YouWe believe our greatest advantage
is our people. While you grow your career at Fidelity, you'll
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 Fidelity's 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, you'll 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:Company OverviewFidelity Investments is a
privately held company with a mission -to strengthen the financial
well-being of our clients. -We help people invest and plan for
their future. We assist companies and non-profit organizations in
delivering benefits to their employees. And we provide institutions
and independent advisors with investment and technology solutions
to help invest their own clients' money.Join UsAt Fidelity, you'll
find endless opportunities to build a meaningful career that
positively impacts peoples' lives, including yours. You can take
advantage of flexible benefits that support you through every stage
of your career, empowering you to thrive at work and at home.
Honored with a -, we have been recognized by our employees as a
Best Place to Work in 2022. And you don't need a finance background
to succeed at Fidelity-we offer a range of opportunities for
learning so you can build the career you've always imagined.At
Fidelity, our goal is for most people to work flexibly in a way
that balances both personal and business needs with time onsite and
offsite through what we're calling "."We invite you to -Find Your
Fidelity -at -.Fidelity Investments is an equal opportunity
employer. We believe that the most effective way to attract,
develop and retain a diverse workforce is to build an enduring
culture of inclusion and belonging.Fidelity will reasonably
accommodate applicants with disabilities who need adjustments to
participate in the application or interview process. To initiate a
request for an accommodation, contact the HR Accommodation Team by
sending an email to -, or by calling 800-835-5099, prompt 2, option
3. We welcome those with experience in jobs such as Accounting
Assistant, Bilingual Customer Service , and Accounts Receivable
Clerk and others in the Accounting and Finance to apply.
Keywords: Fidelity Investments, Bethesda , Financial Services Representative - Bethesda, MD, Other , Bethesda, Maryland
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