Financial Services Representative - Santa Barbara, CA
Fidelity Investments is seeking a Financial Services Representative to join their team in Santa Barbara, CA. This role involves supporting customers through inbound calls, preparing for licensing exams, and developing skills for a career in financial services while working in a hybrid environment.
Responsibilities
- Support customers taking inbound calls
- Answer questions about account balances
- Make withdrawals and transfer funds
- Identify resources and place trades
- Work from home and spend one day per week in the Investor Center
- Obtain FINRA licenses including SIE, Series 7 Top Off and Series 66
- Build and solidify skills in customer service
- Develop new skills and connect with colleagues
- Join the wealth management development track
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