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Be ready to explain money topics simply, share customer-service examples, and show how you learn under rules and coaching. Expect scenario questions about patience, accuracy, and escalating when advice goes beyond your scope.
Best suited to recent graduates who want on-site, client-facing work with Fidelity in Westchester and are comfortable with regulated conversations and continuous product training. The role is not remote.
As a Financial Services Representative, College Graduate at Fidelity in Scarsdale, a typical day centers on guided client conversations: answering account and product questions, walking customers through basic investing or retirement topics, logging interactions, and escalating complex cases while learning under supervision.
Focus on clear client communication, product knowledge for retail financial services, and compliance-minded habits. No certification resources or costs were supplied for this listing.
No. The listing is for Scarsdale, Westchester County, with remote set to off.
It signals an entry path into client-facing financial services, with training and supervised work rather than a senior book of business.
No certification family or paid resources were included with this posting.
Website: fidelity.com
Fidelity is the quality of faithfulness or loyalty. Its original meaning regarded duty in a broader sense than the related concept of fealty. Both derive from the Latin word fidēlis, meaning "faithful or loyal". In the City of London financial markets it has traditionally been used in the sense encompassed in the motto "my word is my bond".
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Fidelity - Scarsdale, Westchester County Position Summary We are seeking a passionate and dedicated individual to join our team as a Financial Services Representative in Scarsdale, NY. This role offers full-time employment with the opportunity for focused growth and career development. As a key member of our customer support team, you will handle inbound calls while preparing for future responsibilities at Fidelity's Investor Centers. Key Responsibilities Provide exceptional customer service by answering inbound calls from customers seeking financial advice and assistance. Offer growth opportunities through dedicated time focused on personal development and career advancement. Support the operations of our Investor Centers, ensuring a smooth and efficient customer experience. Engage in ongoing training to enhance your knowledge and skills in various financial services areas. Requirements A recent college graduate with a degree in finance or related field is preferred but not required. Excellent communication skills, both verbal and written, are essential for this role. Strong interpersonal skills to build rapport and trust with customers. Basic knowledge of financial services and products would be beneficial. More About Fidelity Fidelity is a leading provider of investment management, retirement planning, portfolio advisory, and other financial services. Our mission is to help people achieve their financial goals through innovative solutions and personalized support. Ready to Apply? To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there. Join our team today and start a rewarding career in financial services!
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