Investor Center Financial Representative - King of Prussia, PA

Job Category: Sales/Retail/Business Development Career Level: Entry Level Location: Philadelphia, PA 19019 Status: Full Time, Employee Company: Fidelity Reference Code: 0801713 Investor Center Financial Representative - King of Prussia, PA  Fidelity has over 100 Investor Centers across the country and continues to open multiple new Investor Centers each year.  Our  Investor Centers provide personal needs-based investment guidance, retirement planning, income strategies and college planning services to individual investors.  This position is an entry level opportunity that is ideal for a professional with sales and personal financial planning as their career goal. The optimum candidate will have some sales and customer service/banking experience with a bachelor's degree in Business, Economics or Finance.  Primary Responsibilities•Act as first point of contact in branch and provide exceptional service •Drive customer experience to high levels of satisfaction by adhering to the customer first principles •Introduce prospects to the full array of Fidelity products and services •Provide Fidelity customers with account information •Listen for opportunities to engage the customers in additional business and guide or advise the client or prospect on how Fidelity can be of service •Use on-line resources to capture and provide appropriate customer data •Facilitate timely, accurate and efficient mutual fund and equity transactions •Work with all branch employees as a member of the team •Transaction Processing: Set up, input and enter data to the brokerage and shareholder systems which includes all account maintenance •Outgoing customer mail, outgoing internal mail, incoming mail, imaging customer paperwork, shredding confidential paper and filing paperwork •Facilitate point of contact resolution of priority requests and customer problems •Serve as quality control point to ascertain that all paperwork, policy and procedures for customer requests have been adhered to in accordance with all compliance requirements •Customer literature inventory management, office supplies Inventory Management •Seminar Preparation •Work closely with manager and licensed representatives to keep them updated on progress and resolution of client issues/requests Education and Experience• Prior customer service, sales, or phone experience required • Experience or strong interest in sales required • College degree preferred Skills and Knowledge • Series 7 preferred (required within 6 months of hire) • Series 66 (or equivalent 63/65) preferred, required within 90 days of passing the series 7 exam • Insurance License desired  • Banking, insurance, or financial experience preferred • Superb interpersonal, customer interaction, and communication skills are needed • PC/Windows experience required  Fidelity Investments is one of the world's largest providers of financial services, with custodied assets of more than $3.4 trillion, including managed assets of $1.6 trillion as of October 31, 2007. Fidelity offers investment management, retirement planning, brokerage, and human resources and benefits outsourcing services to 24 million individuals and institutions as well as through 5,500 financial intermediary firms. The firm is the largest mutual fund company in the United States, the No. 1 provider of workplace retirement savings plans, the largest mutual fund supermarket and a leading online brokerage firm.