Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of …
We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate…
Skills: Pharmacy operations, Customer service, Mathematical reasoning, Problem resolution, Attention to detail
Recognizing and valuing diversity strengthens our ability to attract, retain and engage associates and reinforces our relationship within our communities. Our associates are the most valuable asset we have. The collectiv…
Skills: People Management, Relationship Management, Sales Performance, Coaching, Training
A World-Class Team BJ’s Wholesale Club is powered by more than 30,000 team members who make a real impact every day. Whether you're stocking shelves, solving problems or shaping strategy, your work helps families save on…
Skills: Maintenance, Cleaning, Safety compliance, Sanitation, Customer service
A World-Class Team BJ’s Wholesale Club is powered by more than 30,000 team members who make a real impact every day. Whether you're stocking shelves, solving problems or shaping strategy, your work helps families save on…
Skills: Customer service, Merchandise protection, Interpersonal skills, Attention to detail, Basic math
A World-Class Team BJ’s Wholesale Club is powered by more than 30,000 team members who make a real impact every day. Whether you're stocking shelves, solving problems or shaping strategy, your work helps families save on…
A World-Class Team BJ’s Wholesale Club is powered by more than 30,000 team members who make a real impact every day. Whether you're stocking shelves, solving problems or shaping strategy, your work helps families save on…
A World-Class Team BJ’s Wholesale Club is powered by more than 30,000 team members who make a real impact every day. Whether you're stocking shelves, solving problems or shaping strategy, your work helps families save on…
Skills: Order picking, Warehouse operations, RF scanner usage, Inventory management, Customer service
Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Provide excellent customer servi…
Skills: Customer service, Cash handling, Risk management, Problem resolution, Decision making
Alternate Locations: Fort Wayne, IN (Indiana); Charlotte, NC (North Carolina); Omaha, NE (Nebraska); Radnor, PA (Pennsylvania) Work Arrangement: Hybrid : Employee will work 3 days a week in a Lincoln office Relocation as…
Requisition ID: 261640 Locations: Indianapolis; Connersville; Fishers; Lafayette; Lebanon Pay Range: $16.00 plus mileage. Schedule: Flexible schedule, up to about 32 hours a week, 10 am and later start times. Click here …
At Crocs, Inc., every career offers a chance to make a real impact. No two journeys look the same. And that's exactly how we like it. Whether you’re welcoming customers into our stores, collaborating with global teams at…
Skills: Customer service, Sales, Merchandising, POS system management, Inventory control
The Fresh Market & You: Our mission is to make everyday eating extraordinary for our guests. We create a warm, welcoming, and memorable experience through exceptional, personal service. We’re looking for a leader who bri…
Skills: Leadership, Team management, Customer service, Inventory management, Merchandising
Overview We have a multiple career opportunities for a Distribution Dispatcher to join our team! You will play an important part in the process of serving and helping customers, because without you, materials and personn…
Description: CDPL is looking for an energetic, customer service-oriented individual for our Adult Services Department, which provides library collections, programs, and services for adults, including local history and ge…
Applied Innovation is seeking a results-driven and highly motivated Account Manager to join our Sales team. This role is responsible for developing new business opportunities, maintaining strong client relationships, and…
Skills: Sales, Prospecting, Negotiation, Closing, Customer service
Be a part of our mission! As a world leader in creating comfortable, sustainable, and efficient climate solutions for buildings, homes and transportation, it's our responsibility to put the planet first. For us at Trane …
Skills: HVAC maintenance, Troubleshooting, Commissioning, Repairing, Air conditioning theory
POSITION SUMMARYU.S. AutoForce, a division of U.S. Venture, Inc., brings together more than 100 years of experience as an industry leader in the distribution of tires, undercar parts, and lubricants to independent tire r…
Position Summary The Massage Therapist provides various massage therapy services and treatments that compliments fitness programs, improves overall sense of well-being, and enhances the guest’s fitness experience while l…
Skills: Massage therapy, Body analysis, Client relationship management, Product sales, Customer service
Franciscan Health Carmel 12188 B N Meridian St Carmel, Indiana 46032 The Patient Access Rep I performs tasks related to preregistration, registration, patient financial counseling, and collections of patient liabilities …
Skills: Patient registration, Preregistration, Financial counseling, Collections, Data entry
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Full-time
bachelor degree
Tuition reimbursement, Competitive total rewards package, Benefit programs
Posted 9d ago
~40 hrs/week
Responsibilities
You will serve as the face of the branch, managing front lobby transactions and ensuring compliance with financial regulations. Additionally, you will proactively identify client needs to deepen relationships and contribute to the overall growth of the branch.
Requirements
Candidates should have a background in customer service or financial services and a willingness to obtain Series 7 and Series 66 licenses. Strong interpersonal skills, attention to detail, and the ability to adapt to new technology are essential for success in this role.
Full job description
Job Description:
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by finding opportunities to deepen relationships.
The Expertise and Skills You Bring
Customer service, phone-based support, or financial services experience provides a strong foundation for success in this role
Experience in banking, insurance, or financial services is a plus
Comprehensive resources and support are provided to prepare for the required Series 7 and Series 66 licenses
A degree, equivalent experience, or other professional certifications are beneficial (our tuition reimbursement program can help obtain a CFP, degree, or equivalent credential)
Serve as a technology champion within the branch, embracing new tools as an early adopter and sharing knowledge to enhance team capabilities and overall performance
Superb interpersonal skills and passion to engage with clients
The ability to assess client needs and find opportunities
Remarkable attention to detail and ability to prioritize
Organizational skills to manage multiple tasks
Embraces feedback, fosters collaboration, and approaches challenges with curiosity
The Team
As a key member of the team, you will provide daily support to Fidelity’s most valued clients, delivering an exceptional experience that strengthens client relationships. By proactively identifying opportunities and making effective introductions, you will play a direct role in driving the success and growth of the branch. Your contributions will be recognized and appreciated by clients, making your work both impactful and rewarding.
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding.
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 66 - 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.
Related keywords
Financial RepresentativeFidelitySeries 7Series 66FINRAComplianceBankingInsuranceCustomer ServiceClient EngagementRelationship ManagementSecurities Exchange ActInvestment Advisers ActERISACFPOnsite Working Model
Here to help you grow your savings and invest in the life you want.
Industry
Financial Services
Company size
10,001+ employees
Founded
1946
Headquarters
Boston, MA
LinkedIn followers
1,402,791
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India.
For our Terms and Conditions, please visit http://go.fidelity.com/LIterms
How much do Customer Service & Support jobs in Indiana pay?
Based on 1160 listings with disclosed salaries, most customer service & support jobs in Indiana pay between $45k–$100k per year. Individual offers vary with seniority, company size, and specialization.
How many Customer Service & Support jobs are open in Indiana right now?
There are currently 16,587 open customer service & support positions in Indiana listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Customer Service & Support roles in Indiana?
Companies currently hiring include Domino's, CVS Health, Great Clips Inc., Lowe's Companies, Inc., Meijer, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Customer Service & Support jobs in Indiana?
Yes — 782 of the 16587 open customer service & support positions offer remote or hybrid work (377 remote, 405 hybrid).
How do I apply for Customer Service & Support jobs in Indiana?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
Customer Service & Support jobs by city in Indiana