Investment Specialist responsible for processing investment transactions at Canada Life, ensuring accuracy and compliance with service level agreements. Engages with advisors for required information and utilizes internal systems effectively.
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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