Financial Services Representative - Nanuet, NY

Fidelity Investments is seeking a Financial Services Representative to join their team in Nanuet, NY. This role involves supporting customers over the phone, obtaining necessary FINRA licenses, and transitioning to work in an Investor Center while focusing on personal growth and career development.

Responsibilities

• Support customers with account inquiries and transactions over the phone
• Obtain FINRA licenses including SIE, Series 7 Top Off, and Series 66 with paid training
• Spend four days a week working from home and one day a week in an Investor Center
• Develop and hone skills while serving customers with increasing complexity
• Participate in career development activities and networking opportunities

Skills

• High energy and enthusiasm with a natural passion for helping people
• Flexibility and self-motivation
• Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment
• Eagerness to learn and build a career in financial services
• Ability to deliver an outstanding customer experience
• Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once
• Coachability, collaboration and curiosity will fuel your success
• Successful completion of all exams for SIE, Series 7 Top Off and Series 66 licenses

Benefits

• Maternal and Parental Leave
• Tuition Reimbursement
• Student Loan Assistance
• 401(K) 7% match
• Health Insurance
• Dental Insurance
• Vision Insurance
• Disability Insurance
• Paid Time off
• Commuter Benefit Program
• Backup Dependent Care
• Charitable match
• Concierge Services
• Wellness Program
• Fitness Reimbursement

Company Overview