Financial Services Representative - Naperville, IL

Remote Full-time
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.ResponsibilitiesSupport customers by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing tradesNavigate the industry-leading training program while working from home and in an Investor CenterObtain FINRA licenses including SIE, Series 7 Top Off and Series 66 with paid study time and supportDevelop and hone skills while supporting customers with increasing complexityParticipate in dedicated time for development activities and networking with colleaguesSkillsHigh energy and enthusiasm with a natural passion for helping peopleFlexibility and self-motivationExperience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environmentEagerness to learn and build a career in financial servicesAbility to deliver an outstanding customer experienceSuperb interpersonal skills, attention to detail and ability to manage multiple tasks at onceCoachability, collaboration and curiosity will fuel your successSuccessful completion of all exams for SIE, Series 7 Top Off and Series 66 licensesBenefitsMaternal and Parental LeaveTuition ReimbursementStudent Loan Assistance401(K) 7% matchHealth InsuranceDental InsuranceVision InsuranceDisability InsurancePaid Time offCommuter Benefit ProgramBackup Dependent CareCharitable matchConcierge ServicesWellness ProgramFitness ReimbursementCompany OverviewFidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. It was founded in 1946, and is headquartered in Boston, Massachusetts, USA, with a workforce of 10001+ employees. Its website is https://www.fidelity.com.



Apply To This Job
Apply Now

Similar Opportunities

Experienced Registered Behavior Technician for In-Home ABA Therapy - Atlanta, GA

Remote Full-time

Immediate Hiring: Experienced Registered Behavioral Technician (RBT) for Clinic-Based ABA Therapy Services

Remote Full-time

Experienced Registered Behavioral Technician (RBT) - ABA Therapy for Children with Autism Spectrum Disorder

Remote Full-time

Experienced Registered Nurse - Telehealth: Providing Remote Care Coordination and Patient Support

Remote Full-time

Experienced Substitute Teacher for Riverside County Schools - Join Scoot Education's Innovative Team

Remote Full-time

Experienced Substitute Teacher for San Bernardino County - Flexible Schedules & Competitive Pay

Remote Full-time

Experienced School Year Instructional Coach for High-Dosage Tutoring Programs in Edgewater Park, NJ

Remote Full-time

Experienced School Year Tutor for K-8 Students in Math and Literacy - Mickleton, NJ

Remote Full-time

Experienced Secondary Social Studies Teacher for Kansas - Flexible Hybrid Remote Arrangement

Remote Full-time

USPS Office Helper

Remote Full-time

[Remote] Support Specialist – Bilingual (English/Spanish), Remote USA

Remote Full-time

Receptionist & Office Coordinator

Remote Full-time

Head of QA, Release Engineer

Remote Full-time

**Experienced Call Center Representative – Data Entry Work At Home Opportunity with arenaflex**

Remote Full-time

Employment Law advice

Remote Full-time

Forensic Auditor: Investigate Complex Medicaid Fraud (6414)

Remote Full-time

Medical Assistant- Credentialed or Non-Credentialed for GI in SW Portland - Full-time

Remote Full-time

Corporate Attorney |Cravath Scale Earnings | Remote

Remote Full-time

Management Trainee MAUI COUNTY ONLY!!!

Remote Full-time

(Part-Time Remote Jobs) South Airlines Call Center Rep Hiring Now

Remote Full-time
← Back to Home