Investor Center Financial Representative - Roslyn, NY Job Listing at Fidelity Investments in Roslyn, NY

Finance, Other

Description

Fidelity Investments is committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our customers, helping them navigate our full range of investor products and services, includingone-on-one investment guidance, wealth management, retirement planning, income strategies, and college planning services, as well as integrated employee benefits solutions

We have 170+ Fidelity Investor Centers across the United States and continue to open several new branches each year. Branch representatives offer guidance and personalized investment solutions to our customers in a face-to-face setting, and help extend the reach of Fidelity's brand. It is our priority to deliver customized and effectiveservice, and successfully anticipate clients emerging needs . At Fidelity, youll have the support of a well-rounded team of professionals, with full access to some of the best resources and tools in the industry. While you build relationships here, youll also be building your career.

Position Description

This position is an entry level opportunity that is ideal for a professional with sales and personal financial planning as their career goal. The optimum candidate will have some sales and customer service/banking experience with a bachelor's degree in Business, Economics or Finance.

Primary Responsibilities

• Act as first point of contact in branch and provide exceptional service
• Drive customer experience to high levels of satisfaction by adhering to the customer first principles
• Introduce prospects to the full array of Fidelity products and services
• Provide Fidelity customers with account information
• Listen for opportunities to engage the customers in additional business and guide or advise the client or prospect on how Fidelity can be of service
• Use on-line resources to capture and provide appropriate customer data
• Facilitate timely, accurate and efficient mutual fund and equity transactions
• Work with all branch employees as a member of the team
• Transaction Processing: Set up, input and enter data to the brokerage and shareholder systems which includes all account maintenance
• Outgoing customer mail, outgoing internal mail, incoming mail, imaging customer paperwork, shredding confidential paper and filing paperwork
• Facilitate point of contact resolution of priority requests and customer problems
• Serve as quality control point to ascertain that all paperwork, policy and procedures for customer requests have been adhered to in accordance with all compliance requirements
• Customer literature inventory management, office supplies Inventory Management
• Seminar Preparation
• Work closely with manager and licensed representatives to keep them updated on progress and resolution of client issues/requests

Qualifications Education and Experience

• College degree preferred
• Prior customer service, sales, or phone experience required
• Experience or strong interest in sales required

Skills and Knowledge

• Series 7 preferred (required within 6 months of hire)
• Series 63 preferred, required within 90 days of passing the series 7 exam
• Insurance License desired
• Banking, insurance, or financial experience preferred
• Superb interpersonal, customer interaction, and communication skills are needed
• PC/Windows experience required

About Fidelity Investments
Fidelity Investments is one of the world's largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visit www.fidelity.com .

Fidelity Investments is an equal opportunity employer.