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Customer Experience Associate in Cincinnati, OH at Veritude

Date Posted: 3/5/2018

Job Snapshot

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  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:

Job Description

Veritude is hiring a Customer Experience Associate at Fidelity Investments, located in Cincinnati, OH.

This person will be working at a Fidelity Investments Financial Center Branch. You will act as the main host and reception for new clientele visiting the branch. Greet, register and service guests in a friendly and courteous manner according to Fidelity Investment Center.


  • Responsible for representing Fidelity to customers by providing high quality, efficient service
  • Immediately greet guest and offer to assist with their needs.
  • Supports the Branch in all operational needs and transaction processing.
  • Processes routine transactions such as client check deposits, inputs to the brokerage and shareholder systems and new account set ups.
  • Answers the phones and directs the caller to a Licensed Representative
  • Responsible for maintaining a professional physical appearance of the Fidelity Investment Center including marketing materials; signage, displays, etc. and ensuring that all displayed information is current and relevant.
  • Ability to respond to customer inquiries and advise on the appropriate resolution.
  • Provides support and assistance to co-workers and to other departments as requested by supervisor; participates in team meetings and efforts to implement the center’s projects and achieve the center’s goals.
  • Send office-wide communications about office issues and events; communicate clearly and professionally
  • Maintain and enhance office efficiency by organizing office operations and procedures
  • Ensure that the office is clean, organized, and presentable at all times
  • Order and monitor use of office supplies; manage and optimize channels for procurement of office supplies
  • Assist daily with conference room reservations and adjustments according to needs and priority
  • Receive incoming mail and shipments and distribute appropriately; assist in deliveries, as appropriate; process and stamp outbound mail
  • Responsible for inventory management and stocking of supplies
  • Oversee trash collection and recycling

Experience/Qualifications/Personal Qualities:

  • Bachelor's degree preferred 
  • 1-2 years experience administrative or reception experience 
  • Strong and effective verbal and written communication skills
  • Strong interpersonal and customer service skills
  • Ability to work efficiently in a fast-paced environment