Financial Customer Associate - Covington
Soteria Reinsurance Ltd.
- # Financial Customer Associate - CovingtonApplylocations: Covington, KYtime type: Full timeposted on: Posted Yesterdayjob requisition id: 2131736## ## Job Description:Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. **Currently, this role is required to be onsite for one week (M-F, all 5 days) out of every four weeks.**Onsite expectations are likely to evolve as the rollout continues.**Note: Fidelity will not provide immigration sponsorship for this position.**The RoleDo you genuinely enjoy making a difference in the lives of others? If you answered “**yes**” and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Covington site.In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role. As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.* Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans.* In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching.* Rewards & Recognition: Your achievements will be celebrated as you progress through the program.* This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role.The Expertise and Skills you Bring* Ability to establish rapport and relationships through effective communication* Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers.* Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.)* Proficiency in navigating and troubleshooting basic technology issues or systems.* Handle a variety of situations and conversations driving towards a resolution suitable for all* Self-motivated teammate with strong social skills who brings energy and passion to the team* Minimum 1 year of customer service experience* High School diploma or GED requiredThe Value you Deliver* A passion for helping people* Desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making* Provide outstanding customer service and communication via voice or digital channelsOur Investments in YouOur benefit programs are crafted to help you and your loved ones strike the perfect balance. Click here to learn about a few featured benefits (not all benefits are listed)**Shifts and Hours:** Monday – Friday. Training hours are 8:30am – 5:00pm EST and post training must be able to work an 8hr shift between the hours of 8:30am – 8:30pm ESTFidelity’s Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.## ## Certifications:## ## Category:## Customer ServicePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.### About UsAt Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.Fidelity Investments is an equal opportunity employer.
- J-18808-Ljbffr Soteria Reinsurance Ltd.
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Customer Associate - Covington in Covington, KY vacancy
- Fidelity Investments is hiring a Financial Customer Associate for our Covington site. This full-time, onsite role focuses on helping customers with 401(k) questions, withdrawals, loans, and account maintenance. Training starts quickly, and no finance background is required...SuggestedFull timeShift work
- Fidelity Investments Inc. in Covington seeks a Financial Customer Associate for a full-time, onsite role. You will handle customer inquiries about 401(k) plans and related services, beginning with a 14-week training cohort to build confidence and skills. No finance background...SuggestedFull timeMonday to FridayShift work
- Job Description:Financial Planning ConsultantTo be eligible for consideration... ...a 90 mile radius of the Covington, KY Regional Center.Is it... ...portfolio. It is a direct customer contact role in which the... ...Click to hear from a few of our associates about the outstanding...SuggestedFull time
- ...a fully remote Equity & Options Trader open to applicants in Covington, KY. We are a 25+ year proprietary trading firm that allocates... ...Southeast - from Atlanta to Miami to Charlotte - has become a serious financial corridor over the last decade, with major bank operations,...SuggestedRemote jobFor contractorsLocal area
- ...authority on managed accounts and the associated managed account process. This role focuses on customer experience, retention, and... ...with the client’s Financial Consultant or Wealth Planner.... ...certain Criminal Histories.SummaryLocation: Covington, KYType: Full timeSuggestedFull time
- ...@ Modern Woodmen of America Launch your financial services career with an organization that... ...new Financial Representative jobs in Covington, KY . Financial Analyst II - Investor Relations... ...Representative III - Infusion Account Associate - State Farm Agent Team Member...Full timeLocal area
Modern Woodmen
Covington, KY3 days ago - ...position. The Role Join our team of Customer Service Representatives, also known as... ...As a new CRA, you’ll learn about the financial services industry, apply new concepts,... ...creating more inclusive experiences for our associates, customers, and our community. Our...Full time
Fidelity Investments
Edgewood, KY1 day ago - ...Customer Service Representative Join our team of Customer Service Representatives, also... ...more! As a new CRA, you'll learn about the financial services industry, apply new concepts,... ...creating more inclusive experiences for our associates, customers, and our community. Our...
Fidelity Investments
Latonia, KY2 days ago $20 per hour
Job Details Job Location: Central Office - Covington, KY 41011 Position Type: Full Time POSITION TITLE: FINANCIAL EMPOWERMENT COUNSELOR REPORTS TO: Senior Director,... ...sessions and Assurance 16 sessions, ensuring eligible customers complete program requirements and that...Full timeTemporary workWork at officeImmediate startWeekend workAfternoon shift- ...the best experience for our customers. We work together each day to... ..., you will be based in Covington, KY at the Covington Branch.... ...opportunities to improve the customer's financial wellbeing. Collaborates with... ...managing all of the risks associated with their business...Full timeTemporary workPart timeWork experience placementWork at office
PNC Financial Services Group
Covington, KY3 days ago $110k - $150k
...proficiency and adaptability to technology, proficient in CRM and Financial Planning software Skillfully navigate hard/emotional client... ...Ability and willingness to teach and present Mentor to Associate Wealth Advisors, Client Service Associates and rest of team...Temporary workWork at officeFlexible hours- Join Our Team as a Night Auditor! At Aimbridge Hospitality, we’re all about creating unforgettable guest experiences. As a Night Auditor, you’ll be the behind-the-scenes hero who keeps things running smoothly while the world sleeps. If you're a night owl who loves hospitality...Daily paidTemporary workNight shiftAfternoon shift
- ...more information, visit . Job Title: Financial Counselor Must reside in the following... ...• Provides input on how to improve customer service, decrease costs and increase revenues... ...have a working knowledge of all forms associated with the patient medical record (paper and...Full timeWork at officeImmediate startRemote workHome officeFlexible hoursAfternoon shiftEarly shift
Eye Care Partners
Cincinnati, OH5 days ago - ...strong referral networks, and grow your business. · Cultivating long-term relationships with clients by providing them with tailored financial strategies and holistic planning solutions, all while owning your business. · Continuously enhancing your skill set through...Full timeWork experience placementWork at officeFlexible hours
Northwestern Mutual
Cincinnati, OH5 days ago - ...proudly served our members and communities as a not-for-profit financial institution. Our mission is to empower people with financial... ...successfully in this role. At least one year of hands-on experience in customer service, retail, banking, or financial services. Available to...Full timeWork at officeLocal areaFlexible hours
- ...Consumer Loan Consultant SrApplyremote type: Officelocations: Covington, KYtime type: Full timeposted on: Posted 10 Days Agojob requisition... ...Sr proactively communicates with branch colleagues and customers throughout the origination process of consumer lending products...Full timeH1bWork at officeRemote workWork from homeFlexible hours
- ...Detroit, MI, Flint West in Flint, MI, Bloomfield Hills, MI, or Covington Main in Covington, KY. Summary: The Consumer Direct Loan Specialist performs outbound sales calls to explore customers' financial needs with a focus on building and broadening existing...Full timeTemporary workH1bWork at officeRemote workWork from homeFlexible hours
- Huntington Bank in Covington, KY is looking for a Consumer Loan Consultant Sr to manage a pipeline of loan applications and ensure a smooth... ...requires excellent communication skills and a strong focus on customer service, interacting with multiple parties to meet...Remote jobFlexible hours
- Huntington Bancshares, Inc. is looking for an Equity Consumer Loan Consultant Sr in Covington, Kentucky. This role involves managing a pipeline of consumer loan applications and assisting customers throughout the origination process of lending products. The ideal candidate...
- ...Front Desk Ambassador Hotel Covington is looking for a Front Desk Ambassador to provide excellent customer service for our guests at the front desk. Come grow with us!... ...Maintain a good working relationship with other associates by promoting teamwork and fostering a...Casual workLocal area
Hotel Covington
Covington, KY1 day ago $82.6k - $162.8k
...and technical skills. This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash implementation... ...not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte...Local areaVisa sponsorship$116k - $229.1k
...bringing you the best in cloud-based ERP applications like Workday Financials and Infor. We're here to help transform finance and supply-... ...not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At...Local area- Maverick Trading is seeking a fully remote Equity & Options Trader, open to applicants in Covington, KY. Join a 25+ year proprietary trading firm that allocates firm capital and scales buying power based on performance and risk management. Trade equities and options within...Remote job
$110.7k - $218.3k
...This role fits professionals across core financial accounting, procure-to-pay, or order-to... ...test functional designs and scripted, customized solutions for business components and... ...the applicable geographic differential associated with the location at which the position...Local areaVisa sponsorship$77k - $202k
...Oracle Cloud Finance PPM/AHCS - Senior Associate, you will specialize in consulting services... ...in using and managing the Oracle Financials software, an integrated financial management... ...such as accessing sensitive company or customer information, handling proprietary assets...Full timeH1b- ...transformations, you’ll deliver integrated, payroll, cloud-based HR and financial management solutions that put organizations on the fast track... ...degree or equivalent (minimum 12 years) work experience. (If Associates Degree, must have minimum 6 years of work experience) Bonus...Full timeWork experience placementLive inWork at officeLocal area
- ...strategy, terminal planning and design.Job SummaryAt Landrum & Brown (L&B), we help airports make some of the most important strategic, financial, and business decisions in the aviation industry. From major capital investment programs and airline negotiations to long-term...Full timeLocal area
- ...Ross Stores, Inc. in Cincinnati, Ohio is seeking a Retail Associate to ensure a positive shopping experience for Customers. Responsibilities include greeting Customers, assisting with merchandise, maintaining cleanliness, and adhering to safety standards. Ideal candidates...
Ross Stores, Inc.
Cincinnati, OH3 days ago - ...Ross Stores in Cincinnati, Ohio is looking for a Retail Associate responsible for ensuring a positive shopping experience for customers. The ideal candidate will engage with customers, assist with inquiries, and maintain the store's cleanliness and organization. Applicants...
Ross Stores, Inc.
Cincinnati, OH3 days ago - ...We’re seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: Assist customers with questions and recommendations Manage sales transactions while working assigned...Contract workPart timeLocal area
Family Dollar
Cincinnati, OH3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Customer Associate - Covington. Be the first to apply!
Related searches
- financial planning assistant Covington, KY
- estate planning consultant Covington, KY
- wealth advisor Covington, KY
- financial consultant Covington, KY
- financial counselor Covington, KY
- associate corporate finance Covington, KY
- finance associate Covington, KY
- jde finance consultant Covington, KY
- financial planning administrator Covington, KY
- financial planning associate Covington, KY