Director of Financial Reporting handling corporate consolidation activities for a global mobility company. Leading governance and ensuring audit - ready financial reporting across multiple jurisdictions.
About the role
- Customer Service Representative providing financial support through phone interactions at Fidelity. Managing customer inquiries, account balances, and assisting with transactions in a hybrid role.
Responsibilities
- Support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades
- Spend one day per week in the Investor Center
- Obtain FINRA (Financial Industry Regulatory Authority) Licenses
- Support customers with increasing complexity to develop and hone your skills
- Continue to spend four days a week working from home and one day a week in an Investor Center
- Gain confidence and develop proficiency serving customers as you join the wealth management development track
Requirements
- High energy and enthusiasm with a natural passion for helping people
- Flexibility and self-motivation
- Experience in customer service (phone or in-person)
- 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
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
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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