Top 1738 Customer support & client services Jobs in Greendale, In

Customer Relationship Advocate Career Development Experience- Covington, KY
Fidelity Investments —Covington, KY
- Full-time
- Office
- Analysis skills
- Entry level
- Wellness program
- Disability insurance
Customer Service Representative (Licensed Insurance CSR)
Turner Insurance Agencies —Florence, KY
- $40,000 - $75,000 a year
- Full-time
- Background check
- Computer literacy
- Office
- Paid training
- Paid holidays
Quick Apply
Customer Service Representative- Covington, KY
Fidelity Investments —Covington, KY
- Full-time
- Office
- Analysis skills
- Entry level
- Wellness program
- Disability insurance
Retail Merchandiser
The Retail Odyssey Company —Florence, KY
- $14.50 an hour
- Part-time
- 18 years or older
- Merchandising
- No experience needed
Client Service Representative
Conservative Financial Solutions, LLC —Harrison, OH
- From $22 an hour
- 8 hour shift
- Background check
- Customer service
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Customer Support Representative - Covington
Fidelity Investments —Covington, KY
- 8 hour shift
- Office
- High school diploma or GED
- 1 year
- 401(k)
Secretary
INcompass Healthcare —Lawrenceburg, IN
- HIPAA
- Office
- Administrative experience
- AD&D insurance
- Paid holidays
Quick Apply
3d
Remote Customer Service & Client Support Agent – Work From Home
The Gainey Agency —Cincinnati, OH
- Remote
- 18 years or older
- US work authorization
- Entry level
- Work from home
- Opportunities for advancement
Quick Apply
Client Services Representative
Radial, Inc. —Walton, KY
- $52,700 - $89,500 a year
- Extended hours
- Microsoft Excel
- Microsoft Outlook
- Research
- Health savings account
- Disability insurance
Financial Customer Associate - Covington
Fidelity Investments —Covington, KY
- 8 hour shift
- Office
- High school diploma or GED
- 1 year
- 401(k)
Talent Agent Coordinator
Manpower —Hebron, KY
- $27 - $35 an hour
- Full-time
- Mid-level
- Paid training
- Health insurance
Quick Apply
2d
Retail Merchandiser
The Retail Odyssey Company —Milan, IN
- $14 an hour
- Part-time
- 18 years or older
- Merchandising
- No experience needed
- Health insurance
- Dental insurance
Training Coordinator
Grant Associates —Cincinnati, OH
- $51,000 - $54,000 a year
- Customer service
- Mid-level
- Bachelor's degree
- Paid holidays
- Health insurance
Quick Apply
Client Support Specialist
Orchestrate —Cincinnati, OH
- $22 an hour
- Part-time
- Office
- Windows
- Microsoft Office
Logistics Customer Service Representative
Mackenzie & Paige Logistics LLC —Florence, KY
- Full-time
- Mid-level
- Microsoft Office
- Organizational skills
- Paid training
- Paid holidays
12d
Sr. Client Service Specialist (HAO) - 1st Shift, Monday to Friday, 7:00am to 3:30pm
Crane Worldwide Logistics —Florence, KY
- Monday to Friday
- Mid-level
- Office
- High school diploma or GED
- Wellness program
- Health insurance
Customer Success Specialist
Luma Financial Technologies —Cincinnati, OH
- $65,000 - $75,000 a year
- Full-time
- Mid-level
- Continuous improvement
- Organizational skills
Quick Apply
Service Representative - Payroll Voice Support
Paychex —Cincinnati, OH
- $14.71 - $27.32 an hour
- Full-time
- Bachelor's degree
- Entry level
- Paid holidays
- Health insurance
Client Experience Representative
PayrollPartners —Fort Wright, KY
- $23 - $33 an hour
- Full-time
- Research
- High school diploma or GED
- Math
- Health savings account
- Disability insurance
Quick Apply
Client Service Representative (Entry Level)
FNA Advisors —Fort Mitchell, KY
- $45,000 - $85,000 a year
- Part-time
- Hybrid work
- Analysis skills
- Data entry
- Organizational skills
- Opportunities for advancement
- Flexible schedule
Quick Apply
12d

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Customer Relationship Advocate Career Development Experience- Covington, KY

Fidelity Investments -
Covington, KY

Apply Now

Job Details

Full-time

Benefits

Wellness program
Disability insurance
Health insurance
Dental insurance
Paid time off
401(k) 7% Match
Parental leave
Vision insurance
401(k) matching
Loan assistance

Qualifications

Customer communication
Customer relationship building
Trading
Money transfers
Managing clients in a customer support role
Analysis skills
Decision making
Customer engagement
Investment account customer support
Experience practicing in the securities industry
Entry level
Series 63
Client interaction via phone calls

Full Job Description

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 (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 Role

Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity’s valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more!

What to expect…

As a new CRA, you’ll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones:

1. Licensing Preparation

In the first months, you’ll prepare to become a FINRA Registered Representative by studying for and obtaining your SIE®, Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we’re here to support you every step of the way!

2. Skill Development

In the following months, you’ll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network.

3. Proficiency

As you gain confidence and proficiency in serving customers, you’ll explore new career paths through job shadowing and our career center.

The Expertise and Skills You Bring

Aptitude and dedication to complete the FINRA SIE ®, Series 7 Top Off and Series 63 exams through our industry-leading licensing program.
Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making.
A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient.
Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions.
A desire for growth and a mindset that generates long term success through adaptability and personal accountability.
Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution.
Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously.

The Team

Our greatest asset is our people. We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community.

Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Student Loan Assistance, 401(K) up to 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Charitable match, Concierge Services, and Wellness Program. (Learn More)

Fidelity’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:

Series 07 - FINRA, Series 63 - FINRA

Category:

Customer Service

Please 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.

Apply Now

Refine Your Search

customer support & client services jobs in greendale, in

Customer Relationship Advocate Career Development Experience- Covington, KY

Customer Service Representative (Licensed Insurance CSR)

Customer Service Representative- Covington, KY

Retail Merchandiser

Client Service Representative

Customer Support Representative - Covington

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Remote Customer Service & Client Support Agent – Work From Home

Client Services Representative

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Logistics Customer Service Representative

Sr. Client Service Specialist (HAO) - 1st Shift, Monday to Friday, 7:00am to 3:30pm

Customer Success Specialist

Service Representative - Payroll Voice Support

Client Experience Representative

Client Service Representative (Entry Level)

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