Financial Services Representative - Naperville, IL

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.



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