9 Client service representative Jobs in Westlake, TX
Fidelity TalentSource is Hiring a Client service representative Near Westlake, TX
Client Service Representative
Fidelity TalentSource is hiring a Client Service Representative Core Contributions to work at Fidelity in Westlake, Texas or Durham, NC.
The Role
The Client Service Representative is a member of the Core Contributions team and is responsible for the timely and accurately processing and qualification of contributions to Fidelity Charitable customer accounts.
As a member of FC’s inclusive Service Delivery team, the Client Service Representative will be part of our highly motivated, fast paced team, will possess a solid understanding of service operations, and be able to manage priorities well.
Fidelity Charitable helps donors maximize their generosity through our donor-advised fund. We are the nation’s top maker of grants to nonprofit organizations, distributing $10.
3 billion to charities in 2021. We are looking for top notch customer service professionals to work on the Core Contributions team in Westlake, Texas, or Durham, North Carolina.
The Expertise and Skills You Bring
- 0-2 years if Financial Services experience
- Strong and effective verbal and written communication skills
- Demonstrated attention to detail, with good follow-through
- Strong organizational, planning, multi-tasking, time management skills
- Demonstrated problem solving skills
- Ability to work under pressure and within tight deadlines
- Demonstrated ability to identify and mitigate potential areas of risk
- You have a high sense of urgency and understand when to escalate
- Your strong and effective verbal and written communication skills
- Your very best problem-solving skills with excellent follow-through
- Your strong organizational skills, planning, and time management
- You are a team player with the ability to influence without authority
- You are flexible with overtime as requested (especially December Giving Season)
The Value You Deliver
- Collaborating with internal Charitable business partners to fulfill special handling
- Employing good sound judgment in decision making or problem resolution
- Delivering a great customer experience with each interaction to help strengthen donor relationships
- Clearly understanding and articulating the full suite of Fidelity Charitable products and services
- Process high value transactions
- Ensure daily work meets accuracy standards and is completed in a timely manner, with appropriate tracking and escalation of aging items
- Suggest process improvements and system enhancements that will increase efficiency and / or mitigate risk to the organization
- Maintain effective business relationships with Fidelity business partners with whom the position interfaces, including Legal, Risk, and Compliance
- Maintain up-to-date procedures for those functions for which responsible
The Team
Fidelity Charitable (
www.fidelitycharitable.org
a donor-advised fund, is one of the largest public charities in America. Since 1991, Fidelity Charitable has helped donors support over 200,000 nonprofit organizations with more than $25 billion in grants.
In 2021, our donors granted over $10B to charitable organizations. Our greatest asset as an organization is our people and our mission to grow the American tradition of philanthropy by providing programs that make charitable giving accessible, simple, and effective.
Company Overview
We welcome individuals from all backgrounds, including technology and customer service, to fill assignments across Fidelity’s U.
S.-based regional and investor center locations. If you would like to experience Fidelity’s supportive and collaborative culture while expanding your skill set and developing your professional network, consider a role with Fidelity TalentSource. Apply today at
FTSJobs.com
We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.
To initiate a request for an accommodation, please contact our HR team at
HR@ ftsjobs.com
Information about Fidelity investments
At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding : to strengthen the financial well-being of our clients .
We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees.
And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.
For information about working at Fidelity, visit
FidelityCareers.com
Fidelity Investments and Fidelity TalentSource are equal opportunity employers.
Last updated : 2024-05-16
Job Summary
Full Time
$60k-77k (estimate)
05/08/2024
08/14/2024
fidelitytalentsource.com
Boston, VA
Related Companies
The job skills required for Client service representative include CSR, Customer Support, Written Communication, Customer Satisfaction, Listening, Time Management, etc. Having related job skills and expertise will give you an advantage when applying to be a Client service representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client service representative. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client service representative positions, which can be used as a reference in future career path planning. As a Client service representative, it can be promoted into senior positions as a Customer Service Representative III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client service representative. You can explore the career advancement for a Client service representative below and select your interested title to get hiring information.
If you are interested in becoming a Client Service Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Service Representative job description and responsibilities
Client services representatives manage client relationships and provide customer support.
02/07/2022: Monterey, CA
Promoting and maintain positive customer relations utilizing service excellence techniques.
02/20/2022: Richmond, VA
Client service representatives are responsible for taking care of users who have a hard time with some business element.
02/21/2022: Akron, OH
Customer service representatives also have access to responses for the most commonly asked questions and to specific guidelines for dealing with requests or complaints.
12/22/2021: Altus, OK
Have an understanding and reception to clients' needs and give proactive customer support.
01/29/2022: Huntington, WV
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Service Representative jobs
Some popular Client Service Representative hard skills are Customer Service, Client Services, Sales, Microsoft Access, Social Media, Marketing, Management and Banking.
01/10/2022: Long Beach, CA
A good Customer Service Representative must have excellent communication skills since they will be speaking directly with customers.
12/28/2021: Anderson, IN
Should have a proven customer support experience or experience as a client service representative.
01/05/2022: Ann Arbor, MI
Learn to resolve problems and prevent client dissatisfaction.
01/07/2022: Bradenton, FL
One year related experience required with customer service preferred.
12/31/2021: La Crosse, WI
Step 3: View the best colleges and universities for Client Service Representative.
Similar Jobs
Popular Articles
