Representative, Client Services
About The Position
The Operations and Services Group (OSG) Client Services division is seeking entry level, driven and knowledgeable associates! As a Representative for Client Services, you will be directly involved in navigating transaction processing and carrying out our already-established record-keeping business practices, provides best in class service to financial advisors and other institutional clients by executing client requests and acting as a client advocate throughout the Fidelity organization through telephone within contact center. You ensure customer satisfaction by delivering extraordinary service, handling standard and complex interactions and processing of client inquiries received by phone or in writing. We are customer-obsessed and strive to deliver experiences that foster customer loyalty through consistent, high-quality service, delivered by associates who can effectively transform knowledge to performance, complexity to simplicity, and customer service into relationships.
Requirements
- 2 plus years of relevant experience in either call/contact center customer service and/or financial services operations
- Excellent, proactive customer or client servicing skills, highly preferred
- Experience working in a very dynamic environment managing competing priorities
- Effective time management skills to meet deadlines
- Self-motivated and has the desire to proactively take on additional responsibilities
- Highly attentive to detail and organized, in order to execute on responsibilities efficiently
- Punctual, and demonstrate a strong dedication to attendance
- Drive for learning all facets of the OSG Client Services business, including its' teams, systems, and processes
- Phenomenal communication, influencing and problem-solving skills
- Working experience multi-tasking and working in a fast-paced environment to meet processing timeframes or deadlines
- Desire to identify areas of improvement and be a part of developing the plan to implement change
- Customer-obsessed and strive to deliver exceptional experiences that foster customer loyalty
Responsibilities
- Navigating transaction processing
- Carrying out record-keeping business practices
- Providing best-in-class service to financial advisors and other institutional clients
- Executing client requests
- Acting as a client advocate throughout the Fidelity organization
- Handling standard and complex interactions
- Processing client inquiries received by phone or in writing
- Delivering extraordinary service to ensure customer satisfaction
Benefits
- Immersive paid training during onboarding
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
