Investment Service Representative

3 weeks ago


Toronto, Ontario, Canada Fidelity Investments Full time

About the Role

Fidelity Investments is seeking a highly skilled and motivated Investment Service Representative to join our dynamic team. As a key member of our service centre, you will be responsible for providing exceptional customer service to our clients, including brokers, dealers, and individual investors.

Key Responsibilities

  • Provide accurate and timely responses to client inquiries, ensuring a high level of customer satisfaction.
  • Work closely with advisors and investors to provide support and guidance on investment strategies.
  • Represent Fidelity in a professional and courteous manner, ensuring a positive client experience.

Requirements

  • College diploma or equivalent work experience.
  • Experience in a call centre or financial services industry is an asset.
  • Advanced communication skills in English (verbal and written) are required.

What We Offer

  • Extensive training and development opportunities to build your expertise and skills.
  • A dynamic and inclusive work environment that promotes collaboration and growth.
  • A competitive total compensation package, including company contributions to your group RRSP.

About Fidelity Investments

Fidelity Investments is a leading provider of investment products and services, with a reputation for excellence and innovation. We are committed to helping our clients achieve their financial goals and build a better future.



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