financial services representative

World Finance

<div>World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek&rsquo;s Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We&rsquo;re an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you&rsquo;re the face of World Finance &ndash; empathizing, empowering, and engaging with our customers.<p></p><p>
The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.</p><p></p><p><b>
Hourly Pay: $15</b></p><p></p><p><b>
What you&rsquo;ll do:</b></p><ul><li>
Guide customers toward upward credit mobility through good financial choices.</li><li>
Provide top-tier customer service, assisting customers with questions, concerns, and products.</li><li>
Process and prepare loan applications.</li><li>
Take and process payments.</li><li>
Prepare loan documents and execute loan closing on current renewal loans.</li><li>
Balance assigned cash drawer daily.</li><li>
Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.</li><li>
Maintain strong customer relationships and build community within your branch.</li><li>
Other duties include but are not limited to:<ul><li>
Call approved and unmade applications to close loans daily.</li><li>
Help build tax clientele and provide tax services.</li><li>
Send complete and accurate credit denial letters within 30 days from the date of application.</li><li>
Pay branch expenses as instructed by Branch Manager.</li></ul></li></ul><p></p><p><b>
Experience (and Requirements) that will WOW us!</b></p><ul><li>
Must be able to demonstrate self-confidence and organizational skills.</li><li>
A history of choosing kindness, showing compassion, and helping others.</li><li>
The willingness to seek quality-driven solutions and embrace new ideas.</li><li>
Absolute team player &ndash; pitching in when needed and accepting help, too.</li><li>
To perform this job successfully, an employee must have basic computer skills.</li><li>
A valid driver&rsquo;s license &amp; access to a dependable vehicle.</li><li><h3 class="jobSectionHeader"><b>
Must possess a valid driver&rsquo;s license &amp; reliable transportation to</b><b> </b><b>independently transport bank deposits and fulfill other required job responsibilities.</b></h3></li></ul><p></p><p><b>
Why World?</b></p><ul><li>
We hire from within: we want to see you grow and climb in this company.<ul><li>
Each year, we promote 80% of Financial Services Reps to management.</li><li>
75% of World&rsquo;s Operations Executives moved up from a similar role.</li></ul></li><li>
We pay you to give back: employees get paid volunteer hours each year.</li><li>
Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.</li><li>
Paid holidays, vacation time, and a 401(k) plan (including company match).</li><li>
Be part of a team with clear values, strong community, and a sense of belonging.</li><li>
We&rsquo;ll get you home for dinner: your life outside of work is priority #1</li><li>
You&rsquo;ll make a positive impact on the lives of the customers you serve.</li></ul><p></p><p><b>
Who is World?</b></p><p>
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually &ndash; turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care.</p><p></p><p><b>
Physical Demands and Working Conditions:</b></p><ul><li>Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching.</li><li>Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers).</li><li>Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.</li><li>Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration.</li><li>Occasional local travel; may include extended hours, evenings, or weekends.</li><li>Standard indoor office setting with shared workspace, typical noise, lighting, and temperature.</li><li>Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically.</li><li>Regular, reliable attendance and punctuality are essential.</li></ul><p></p><p><b><br>
Disclaimers:</b><br>
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.</p><p></p><p><br>
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.</p><p></p><p>
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.</p></div>

Financial Services Representative

Scott Credit Union

Financial Service Representative — Branch Network Department; Breese Branch
<br>Banking • Full-Time • Branch Network
<br>Scott Credit Union is hiring a Financial Service Representative in Breese , IL to help support our members and strengthen our connection with the community. If you’re passionate about delivering exceptional service, skilled at building relationships, and thrive in a collaborative, people-focused environment – we’d be excited to welcome you to our award-winning team.
<br><b>Schedule:</b> Full -time | Monday–Friday; Saturday rotation as scheduled
<br><b>Work Location Status:</b> Fully on-site at the Breese, IL Branch About the Role
<br>Financial Service Representatives are one of the primary points of contact for SCU members. They are responsible for creating an exceptional member experience by engaging with members who walk into the branch, over the phone and through outbound calling efforts. During their conversations, Financial Service Representatives are to educate members on the products and services SCU has to offer and resolve any questions or issues that arise. Why Join Scott Credit Union?
<br>Scott Credit Union has been designated a Top Workplace by the St. Louis Post-Dispatch and USA Today for our people-first culture and strong employee engagement. We invest in our diverse team with competitive benefits, meaningful work, and clear paths for growth. Benefits include:
<br>11 paid holidays and competitive PTO
<br>401(k) with employer match
<br>Medical, dental, vision, and life insurance
<br>Short-Term Disability, including maternity leave
<br>Tuition reimbursement program
<br>“Dress for your day” policy
<br>Career advancement opportunities
<br>Supportive, team-oriented culture What You’ll Do
<br>Responsible for identifying, educating, presenting and cross selling SCU products and services to new and existing members in accordance with SCU’s member engagement model.
<br>Responsible for meeting individual production and operational goals as well as assisting the branch team in achieving branch goals.
<br>Maintain cross functional capabilities. Process financial transitions for members including opening and closing of accounts. Input, review, negotiate and close member loan application requests. Process deposits and withdrawals from accounts. Efficient in all teller duties as needed.
<br>Daily opens and closes his/her teller terminal, accounts for cash assigned, received, disbursed. Accurately balances to teller terminal close report and remits daily work to appropriate supervisor for disposition.
<br>Perform required OFAC (Office of Foreign Assets Control) screens as outlined in the Non-Member Verafin Processing policy and reports any positive matches to the BSA Group. Complies with BSA requirements of completing CTR and SAR.
<br>Fosters and maintains relationships with members. Responsible for providing prompt, professional, helpful, knowledgeable and courteous member service. Investigates member concerns, researches and recommends a resolution. Ensures we are meeting expectations with member service satisfaction results. What You Bring
<br>High school diploma or equivalent
<br>Minimum one year of customer service experience
<br>Personal computer experience to include Microsoft Office products Is This You?
<br>You’re energized by creating meaningful connections and delivering strategic solutions
<br>You stay focused under pressure and prioritize precision in your work
<br>You take initiative, own your projects, and consistently aim for high-quality results
<br>You’re looking to build a long-term career where your skills can grow and evolve Our Commitment
<br>At Scott Credit Union, our purpose is to support members through every phase of their financial journey. We believe in accountability, integrity, diversity, service excellence, and continuous growth—for both our members and our employees.
<br>Apply today to join a trusted organization that values your contribution and invests in your future. If selected, next steps may include a phone or in-person interview.
<br><br>
universal banker; banker; personal banker; financial institution; bank teller; customer service; cash handling; retail banking;

Interactive Brokers

<p></p><div><div><h3 class="jobSectionHeader"><b>Company Overview</b></h3>
<p>
Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment.</p>
<p>
IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments.</p>
<p>
Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology.</p>
</div><p></p><div>
<div><p><b>This is a hybrid role (4 days in the office/1 day remote).</b></p>
<p>
Interactive Brokers is not your average brokerage. We have built one of the world's most advanced trading platforms, trusted by millions of traders across the globe. We are looking for ambitious problem solvers, whether you are a recent graduate or have one to three years of experience in finance, technology, or customer service, to join our Client Experience team. You will help clients trade everything from stocks and options to crypto and event contracts.</p><div><br>
</div>
<div><b>About the Team</b></div>
<div>Our Client Experience team includes former traders, industry veterans, early-career professionals, and recent graduates. Everyone shares a passion for financial markets and technology. We are ambitious, collaborative, and enjoy solving complex problems. Whether you bring trading floor knowledge or a fresh perspective from college, you will find a team that is ready to support your growth.</div>
</div>
<div><div><p><b>What You Will Do &ndash; Job Summary</b></p>
<ul>
<li>Serve as the first point of contact for clients via phone, email, and chat, delivering quick, clear, and accurate support.</li>
<li>Guide users through our powerful trading tools, from buying their first share to navigating complex multi-asset strategies.</li>
<li>Troubleshoot issues with account management (statement review, permissions, tax, etc.), funding, and trading activity while finding smart and effective solutions.</li>
<li>Collaborate with technology, risk, and operations teams to ensure a seamless client experience.</li>
<li>Identify opportunities to improve our processes and tools and share them with the team.</li>
<li>As the face of our company, you will embody our values through compassionate communication and deep product knowledge, making customers feel heard and appreciated. Your role involves resolving user concerns with both speed and thoroughness, while actively engaging with our customer base throughout your workday.</li>
</ul>
<p><b>What You Will Learn</b></p>
<ul>
<li>The inner workings of global financial markets including equities, options, futures, foreign exchange, crypto, and event trading products.</li>
<li>How a technology-driven brokerage operates behind the scenes.</li>
<li>Best-in-class problem-solving skills in a high-energy, fast-paced environment.</li>
</ul>
<p><b>Who You Are</b></p>
<ul>
<li>Bachelor's degree in finance, economics, business, STEM, or a related field preferred.</li>
<li>Recent graduate or early-career professional with one to three years of experience in a customer-facing, finance, or technology role.</li>
<li>Self-motivated and able to manage tasks with minimal supervision.</li>
<li>Curious about financial markets and the technology that powers them.</li>
<li>Strong communicator with excellent problem-solving skills.</li>
<li>Analytical, adaptable, problem-solver, and able to remain calm under pressure.</li>
<li>Comfortable navigating advanced platforms, including desktop and mobile applications.</li>
<li>In depth understanding of the following financial instruments: stocks, securities options, futures, options on futures, foreign exchange, crypto and fixed income.</li>
</ul>
</div></div></div><div></div><h3 class="jobSectionHeader"><b>Company Benefits &amp; Perks</b></h3>
<div><ul><li>Competitive salary, annual performance-based bonus and stock grant</li>
<li>This position is eligible for overtime pay</li>
<li>Retirement plan 401(k) with competitive company match</li>
<li>Excellent health and wellness benefits, including medical, dental, and vision benefits. Company paid medical healthcare premium.</li>
<li>Wellness screenings and assessments, health coaches and counseling services through an Employee Assistance Program (EAP)</li>
<li>Daily company lunch allowance provided and a fully stocked kitchen with healthy options for breakfast and snack</li>
<li>Corporate events including team outings, dinners, volunteer activities and company sports teams</li>
<li>Education reimbursement and learning opportunities</li></ul></div><br>
<p>
</p><p><i>This role's anticipated base salary range is $65,000 to $75,000 annually based on skill's and experience. The offered salary is just part of the total compensation package. In addition to a competitive salary, the company offers both a discretionary cash bonus and stock award as well as a wide range of benefits, including health care, tuition reimbursement and much more.</i></p>
<h6 class="jobSectionHeader"><b>
#LI-NB1</b></h6></div><p></p>

Northwell Health

<div>Job Description
<p>The Associate Financial Services Representative will be an exceptionally customer focused individual that will provide information, fulfill customer needs, and tailor our services to create an easy and seamless servicing experience.</p>
<p>
Job Responsibility</p>
<p>
1.Assists in the verification of insurance benefits for services prior to admission.<br>
2.Obtains timely pre-authorization for all outpatient and inpatient services.<br>
3.Create flawless experiences for our customers by addressing customer inquiries and resolving service issues that include but are not limited to: researching and analyzing accounts receivable and outstanding balances, negotiating and advising on the collection of overdue bills and payment plans, collecting overdue payments, understanding financial assistance offerings, managing and resolving customer disputes.<br>
4.Helps in coordinating inpatient billing.<br>
5.Provides support for all finance issues and ensures that activities occur in compliance with appropriate regulations and contractual obligations.<br>
6.Assists in patient billing and maintaining pertinent records as required for maintenance of certification.<br>
7.Helps in coordinating with nursing staff in planning and organizing program activities.<br>
8.Majority of contact is internal and/or customer service oriented.<br>
9.Work and tasks are most often routine, structured and transactional in nature; work requires minimal variance from guidelines and procedures.<br>
10.Makes routine decisions regarding assigned task within defined parameters, often limited and confined to on going matters.<br>
11.Elevates questions, problems and significant challenges to more senior team members for direction or subject matter expertise.<br>
12.Prioritizes basic tasks; priorities typically guided by standard practices or by others.<br>
13.Ensures timely and accurate performance of responsibilities for a single area or group of closely related tasks.<br>
14.Performs related duties as required. All responsibilities noted here are considered essential functions of the job under the Americans with Disabilities Act. Duties not mentioned here, but considered related are not essential functions.</p>
<p>
Job Qualification</p>
<ul><li>High School Diploma or equivalent required.</li><li>Associate&rsquo;s Degree or equivalent combination of education and related experience preferred.</li><li>0-1 years relevant experience preferred.</li><li><b>Additional Salary Detail</b></li></ul>
The salary range and/or hourly rate listed is a good faith determination of potential base compensation that may be offered to a successful applicant for this position at the time of this job advertisement and may be modified in the future.When determining a team member's base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).</div>

Associate Financial Services Representative

Carter Bank

<b>SUMMARY:</b><br>
As a Financial Services Representative, you are stepping into a dynamic role that blends customer interaction and providing financial expertise. The FSR role allows you to be the first point of contact for customers where you'll guide them through their banking needs with a proactive and personalized touch. Whether handling every-day transactions, educating on self-service options, helping with basic banking needs, or routing customers to the appropriate next step, you will be building relationships with customers to improve their financial well-being day in and day out.
<br><br>
<b>ESSENTIAL JOB FUNCTIONS:</b><br>
<ul>
<li>Provides a range of customer services including transaction processing, customer and account servicing, opening new accounts and products, and referring to partners</li>
<li>Delivers exceptional customer experience through every customer interaction by proactively engaging customers to build relationships through meaningful conversation, asking relevant questions, responding to and anticipating needs, and delivering on solutions that earn the customer's trust</li>
<li>Proactively identifies basic customer needs and generates high-quality referrals to branch associates, internal partners, and external vendor partners to support the customer's financial goals</li>
<li>Utilizes bank resources to assist with the resolution of basic or common account/customer issues and escalates unresolved issues for further research while providing clear, accurate answers and timely solutions</li>
<li>Contributes to the efficient and effective operation of a well-run branch by adhering to established processes and guidelines in daily work while doing what is right for the customer and adhering to all applicable compliance directives (policies, procedures, rules, and regulations)</li>
<li>Actively participate in and support the bank's strategic plan to grow all aspects of the retail bank’s business</li>
<li>Meet or exceed sales goals through targeted sales activities, identifying customer needs, and offering appropriate products and services</li>
<li>Owns their career development by consistently working to sharpen existing skills while learning new ones through assigned and self-sourced training, branch coaching and observations, and taking advantage of other learning opportunities as they arise</li>
<li>Actively attends and participates in bank sponsored events and works to enhance the visibility of the bank and contribute to the growth and acquisition of new customers</li>
</ul>
<b>JOB REQUIREMENTS:</b><br>
<ul>
<li>High school diploma or equivalence required, some college a plus</li>
<li>Successful customer service and /or sales experience required</li>
<li>Previous experience in a retail bank or related industry preferred</li>
<li>Prior cash handling experience preferred</li>
</ul>
<b>KNOWLEDGE/SKILLS REQUIRED:</b><br>
<ul>
<li>Intermediate customer service skills</li>
<li>Intermediate verbal, written, and listening skills</li>
<li>Basic problem solving skills</li>
<li>Intermediate collaboration skills</li>
<li>Basic understanding of banking products and services</li>
<li>Intermediate adaptability skills</li>
<li>Basic prioritization skills</li>
<li>Basic proficiency with MS Office</li>
<li>Basic critical thinking skills</li>
</ul>
<b>PHYSICAL AND MENTAL QUALIFICATIONS:</b><br>
<ul>
<li>Standing, walking, bending and stooping required</li>
<li>Must be able to sit at a desk for long periods of time and use a computer</li>
<li>Must be able to occasionally move or lift up to 25 pounds</li>
<li>May be asked to work supplemental hours periodically</li>
<li>Limited travel required occasionally during and after business hours</li>
</ul>
The above statements are intended to describe the general nature and level of work being performed by the incumbent assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and/or skills required of all personnel so classified.
<br>NOT A CONTRACT

Financial Services Representative- 58 East

<div><p>Job Description</p>
<p>
Assures that patients understand their financial obligation to pay for medical services rendered. Obtains all necessary information and enters it into the billing system for timely and accurate billing and collection.</p>
<p>
Job Responsibility</p>
<p>
</p><ul><li>Registers/re-registers patients; reviews registration forms for completeness and accuracy of data and performs data entry; updates insurance information obtained by Hospital registrars.</li>
<li>Verifies insurance coverage for elective surgeries, high dollar services, and patients with on-going courses of treatment; notifies patient and arranges for alternative payment methods when insurance coverage does not cover services/courses of treatment.</li>
<li>Collects point of service payments, as appropriate; arranges budget plans in accordance with CPP criteria.</li>
<li>Prepares batches and performs data entry for charges, registration information and payment information; verifies that batches received from billing areas are in balance on a daily basis; researches and resolves any discrepancies.</li>
<li>Performs point of service account follow-up for all patients seen in hospital.</li>
<li>Prepares payment transmittals for point of service and mail payments, as received.</li>
<li>Answers on-site patient inquiries regarding account or payment status for all practices at the hospital.</li>
<li>Responds to third-party request for information/documentation; answers physician inquiries regarding specific accounts.</li>
<li>Documents results of insurance verification, financial counseling, responses to information requests, and other appropriate activities on IDX.</li>
<li>Performs related duties as required. All responsibilities noted here are considered essential functions of the job under the Americans with Disabilities Act. Duties not mentioned here, but considered related are not essential functions.</li>
</ul>
<p>Job Qualification</p>
<p>
</p><ul><li>Associate's Degree required, or equivalent combination of education and related experience.</li>
<li>3-5 years of relevant experience, required.</li></ul><br>
<div><br>
<ul><li><b>Additional Salary Detail</b>
</li></ul>The salary range and/or hourly rate listed is a good faith determination of potential base compensation that may be offered to a successful applicant for this position at the time of this job advertisement and may be modified in the future. When determining a team member's base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).</div></div>

Senior Financial Services Representative

Fidelity Investments

<div><h3 class="jobSectionHeader"><b>Job Description:</b></h3><div><div><p><b>
Financial Services Representative
</b></p></div><div></div><div><p>Have a passion for helping people? Join our team of Financial Services Representative where you&rsquo;ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 &amp; 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you&rsquo;ll support Fidelity&rsquo;s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.
</p></div><div></div><div><p><b>What to expect&hellip;</b>
</p></div><div></div><div><p>In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.
</p></div><div><ul><li><p><b>Obtain Licenses: </b>Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.
</p></li></ul></div><div><ul><li><p><b>Build and Solidify Skills: </b>You&rsquo;ll continue to spend four days a week working from home and one day a week in an Investor Center, where you&rsquo;ll support customers with increasing complexity to develop and hone your skills. You&rsquo;ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you&rsquo;ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.
</p></li></ul></div><div><ul><li><p><b>Discover Success:</b> You&rsquo;ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.
</p></li></ul></div><div></div><div><p><b>Advantages of our career development experience&hellip;</b>
</p></div><div><ul><li><p><b>You are supported.</b> We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don&rsquo;t need a finance background or college degree to succeed in this role.
</p></li></ul></div><div><ul><li><p><b>You are celebrated</b>. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.
</p></li></ul></div><div><ul><li><p><b>You are growing.</b> From day one you&rsquo;ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.
</p></li></ul></div><div><ul><li><p><b>You get variety.</b> You&rsquo;ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you&rsquo;ll need as you prepare to be in the Investor Center each day.
</p></li></ul></div><div></div><div><p><b>The expertise we&rsquo;re looking for&hellip;</b>
</p></div><div><ul><li><p>High energy and enthusiasm with a natural passion for helping people
</p></li></ul></div><div><ul><li><p>Flexibility and self-motivation
</p></li></ul></div></div><div><div><ul><li><p>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment
</p></li></ul></div><div></div><div><p><b>The Skills You Bring</b>
</p></div><div><ul><li><p>Eagerness to learn and build a career in financial services
</p></li></ul></div><div><ul><li><p>Ability to deliver an outstanding customer experience
</p></li></ul></div><div><ul><li><p>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once
</p></li></ul></div><div><ul><li><p>Coachability, collaboration and curiosity will fuel your success
</p></li></ul></div><div></div><div><p>Note: Fidelity is not providing immigration sponsorship for this position
</p></div><div></div><div><p><b>Our Investments in You</b>
</p></div><div></div><div><p>Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): 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, and Fitness Reimbursement.
</p></div><div></div><div><p>Certifications: You will be given paid time and support to obtain SIE &ndash; FINRA, Series 07 &ndash; FINRA, Series 66 &ndash; FINRA
</p></div></div><div></div><h3 class="jobSectionHeader"><b>Certifications:</b></h3><h3 class="jobSectionHeader"><b>
Category:</b></h3>
Customer Service<p>
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.</p><p>
Please be advised that Fidelity&rsquo;s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p></div>

Financial Services Representative - Lehi, UT

Search 10000+ Financial services representative jobs near you this March. New roles added regularly across leading industries. Apply today.

10000 financial services representative jobs Near Me

Financial Services Representative

Financial Services Representative

Financial Services Representative

Associate Financial Services Representative

Financial Services Representative- 58 East

Senior Financial Services Representative

Financial Services Representative - Lehi, UT