Financial Representative
Fidelity Investments is a privately held, Boston-headquartered financial services company providing investing, trading, retirement, wealth management, brokerage, workplace benefits, custody and clearing, and digital-asset services.
About Fidelity Investments
Fidelity serves individual investors, employers, wealth-management firms, institutions, innovators, and charitable donors through diversified financial-services businesses. Current offerings include brokerage and trading, mutual funds and exchange-traded products, retirement and workplace savings, financial planning and advice, wealth management, institutional custody and clearing, and crypto/digital-asset products.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will provide daily support to clients, handle front-lobby transactions, and serve as a compliance subject-matter specialist. You will assess client needs, identify relationship opportunities, introduce clients to appropriate resources, and champion technology tools within the branch.
Requirements
- Customer service, phone-based support, or financial-services experience
- Interpersonal skills and client engagement
- Client-needs assessment
- Attention to detail
- Task prioritization
- Organization
- Ability to manage multiple tasks
Responsibilities
- Support clients with front-lobby transactions
- Serve as a compliance subject-matter specialist
- Assess client needs and identify relationship opportunities
- Make effective introductions to deepen client relationships
- Champion technology tools and share knowledge within the branch
Benefits
- Tuition reimbursement
- Fully paid parental leave
- On-site health and wellness centers
