Senior Representative, Client Experience

Fidelity•Westlake, TX

5d•Onsite

About The Position

The Role Are you seeking an opportunity to thrive in a fast-paced, collaborative service environment focused on strengthening relationships and driving client loyalty? Are you known as a trusted go-to person? If so, a role within Client Service and Support may be the right fit for you. The Client Service and Support team delivers high-quality service interactions to clients who leverage the National Financial Services platform for clearing business needs. In this role, you will support clients through a variety of phone-based inquiries and transactions, including retirement distributions, checks, wires, journals, account documentation and features, and transfers of assets. You will also build strong working relationships with contacts at external financial firms and collaborate closely with internal business partners.

Requirements

College degree or equivalent work experience preferred
Ability to excel in a fast-paced, team-oriented environment
Strong customer service background with a focus on delivering exceptional client experiences
Interest in continuous growth and learning within the financial services industry
Proven ability to solve complex problems and navigate sophisticated client needs
Initiative-driven and comfortable working independently when needed
Strong written, verbal, and interpersonal communication skills
Demonstrated problem-solving and analytical capabilities
Effective time management and organizational skills
Presentation and negotiation skills
Creative, open-minded approach to challenges
Broad systems knowledge, including mainframe and web-based platforms
Ability to contribute ideas, influence outcomes, and execute collaboratively in a team environment
Growth mindset with an appetite for continuous learning