Financial Services Representative -Plainview, NY

Are you ready to jumpstart your career in finance with a global industry leader? Fidelity is looking for a driven, people-focused Financial Services Representative to join our dynamic team in Plainview, NY. This isn't just a customer service role; it is a launchpad for your professional journey. You will spend your days providing world-class support to our clients through inbound calls, all while building the foundational knowledge, confidence, and expertise needed to eventually step into a high-impact role as the official face of Fidelity within our Investor Centers.

We are deeply committed to your long-term success, which is why we provide a structured, supportive environment designed to help you thrive from day one. You will receive comprehensive, company-paid training to help you secure your Series 7 and 66 licenses, giving you a competitive edge in the financial services landscape. With personalized mentorship, clear pathways for growth, and a culture that celebrates collaboration, this is the perfect opportunity for an ambitious graduate or early-career professional to turn their passion for helping others into a rewarding, lifelong career at a firm that invests in your future.

Requirements

• Excellent verbal and written communication skills.
• Empathy and patience when dealing with complex customer inquiries.
• Ability to handle high-pressure situations with a professional attitude.
• Strong problem-solving skills and ability to think on your feet.
• Proficiency in CRM software and helpdesk tools (Zendesk, Salesforce).
• Previous experience in a customer-facing role is highly desirable.