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Client Service Representative in Cary, NC at Veritude

Date Posted: 3/21/2018

Job Snapshot

  • Employee Type:
  • Location:
    Cary, NC
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:

Job Description

Veritude is currently seeking a Client Service Representative on behalf of our client, Fidelity Investments.  This position is a located in Cary, NC.

Position Description

The Client Services Representative (CSR) is a member of the Client Services team and will represent our organization as a primary point of contact for customers with transactions and inquiries on their Fidelity Charitable Giving Accounts.  As a member of FC’s Service Delivery team, the CSR will be part of a highly motivated, fast paced team and must be able to problem solve, manage priorities, and identify opportunities to improve the customer experience.

Primary Responsibilities:

Serve as primary contact for service-related activities for account holders, financial advisors affiliated with the account and/or account interested parties. The CSR will perform daily processing functions to support established workflows within Service Delivery; ensuring daily work meets accuracy standards and is completed in a timely manner. 

Use tools and conversational techniques to understand the scope of a customer's situation, capture relevant information and identify a solution - using sound business judgment to determine appropriate escalation needs.  The CSR will also act as a subject matter expert by serving as the initial point of contact on designated subjects for client questions, internal meetings/projects, and procedure updates.

Serve as back-up for other functional groups in Client Services, including Private Donor Group and Advisor Services. 

Experience/Qualifications/Personal Qualities:

  • Bachelor's degree and 0-2 years experience in customer service or service operations
  • Brokerage experience preferred
  • Strong and effective verbal and written communication skills
  • Demonstrated attention to detail, with good follow-through
  • Strong organizational, planning, multi-tasking and time management skills
  • Demonstrated problem solving skills
  • Ability to work under pressure and within tight deadlines
  • Demonstrated ability to identify and mitigate potential areas of risk
  • Working knowledge of Fidelity systems (FBSI, XTRAC) a plus
  • Must be able to meet overtime commitments
  • Shift options are MF between 8:30am – 5:00PM ET, with extended hours during giving season (8:00AM-8:00PM)