Financial Services Representative - Mission Viejo, CA

Fidelity Investments is seeking a Financial Services Representative to join their team, focusing on customer support and career development. The role involves assisting customers over the phone and in-person at the Investor Center while obtaining necessary financial licenses. Responsibilities Support our customers taking inbound calls Answering questions about account balances Making withdrawals Transferring funds Identifying resources Placing trades Support customers with increasing complexity to develop and hone your skills Spend four days a week working from home and one day a week in an Investor Center Gain confidence and develop proficiency serving customers Build advanced skills that will further develop your career in planning 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 Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. It was founded in 1946, and is headquartered in Boston, Massachusetts, USA, with a workforce of 10001+ employees. Its website is