Fidelity

Fidelity

20 open positions available

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Fidelity

Education Consultant I - Midwest (IN, MI, OH, WI, MN, MO) - Bilingual in English & Spanish 6 Locations

FidelityAnywhereFull-time
View Job
Compensation$85K - 171K a year

Deliver educational workshops and presentations to plan participants, both virtually and in person, to promote financial wellness and planning. | Requires a bachelor's degree, financial services experience, Series 7 and 66 licenses, presentation skills, and bilingual ability, with willingness to travel extensively. | Job Description: Candidate must be reside in the Midwest (IN, MI, OH, WI, MN, MO) in order to service local clients in person. Education Consultant I The Role As an Education Consultant, you are part of Fidelity’s Participant Engagement business unit, which delivers live education workshops online and in person on fundamental financial wellness and planning topics for the participants of plan sponsors that Fidelity record keeps across the Tax-Exempt Market and Corporate organizations. We know you’re a professional presenter who interacts with Plan Sponsors and Participants daily to introduce them to the services that Fidelity provides to assist with Retirement Readiness, and to inspire them to take action. Specific responsibilities include: • Deliver an outstanding educational experience by conducting on-site and virtual workshops with expertise and passion. • Present and communicate to our plan participants in various mediums and timeframes – 30/60 min webinars/workshops, onsite & virtual, help desk style benefits fairs, and on demand recordings. • Regularly partner with key business partners, both internal and external, to ensure that webinars and workshops are fully prepped, and all needed details acquired for a successful plan sponsor and participant experience. • Ability to apply technology (Webex, Zoom, etc.) for communicating and collecting accurate attendance records. • Strict adherence to business unit compliance requirements. • An understanding of needed administrative tasks required for the role: Booking travel through Concur, including a knowledge of the travel & expense policy. • Flexibility when it comes to schedules. Travel will often be needed outside of standard business hours. Plan Sponsor requests and needs may also require workshops and webinars outside of standard business hours. • Conduct triage 1 on 1 appointments with Plan Participants – triage stated need and uncover any unstated needs in order to refer to the appropriate group for a solution. The Expertise and Skills You Bring • Bachelor’s degree preferred and least 3 years of financial services experience • Series 7 and 66 required (or S63/S65 combo equivalent) required prior to hire • Customer facing experience • Demonstrated familiarity with Financial Planning Concepts • Presentation experience preferred • Demonstrated ability to independently problem solve/prepare for new challenges • Willingness to build professional, persuasive presentations with a clear call to action • Ability to achieve proficiency in fundamental workshop topics across Corporate & TEM • Ability to conduct onsite & virtual workshops (75% travel) • Bi-lingual/multi-language speaker a plus The Team The Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities. • Employers who have chosen Fidelity to coordinate their 401k, 403b, Equity Compensation and assorted benefits plans often require help driving engagement in these valuable programs. • Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nation-wide. • Our value is delivered to over one million plan-participants every year, encouraging them to reach their financial goals and bringing the broader Fidelity Advantage to life. Joining WEPA means that you will: • UNITE as one team to intentionally connect, inspire and build strong relationships internally and with our plan sponsors • GROW in your skills to deliver more, world-class planning and education experiences for our participants • WIN on behalf of our clients, our participants and Fidelity Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money. Join Us At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working”. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at fidelitycareers.com. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3. We invite you to Find Your Fidelity at fidelitycareers.com. Salary Grade: 6 The base salary range for this position is $85,000-171,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. 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. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Category: Communication

Instructional Coaching
Curriculum Implementation
Bilingual Pedagogy
Verified Source
Posted 20 days ago
Fidelity

Senior Manager, Product Management Jersey City, NJ

FidelityAnywhereFull-time
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Compensation$154K - 181K a year

Develops and maintains credit risk technology solutions, manages product roadmaps, and collaborates with stakeholders to improve user experience. | Requires 5+ years in product management within financial services, expertise in large-scale systems analysis, risk assessment, and proficiency with Java, PLSQL, and CI/CD tools. | Job Description: Position Description: Develops, maintains, and provides quality assurance testing and production support. Drives the mission, vision, and delivery of the product, including business stakeholder management, system analysis, business requirements elicitation, problem-solving, and resource workload management. Designs, develops, deploys a range of brokerage technology solutions. Develops comprehensive product roadmaps and provides strategic direction to align with a deep understanding of business user needs and technological requirements. Collaborates with business stakeholders to conduct requirement gathering and evaluation of issues for existing and developing applications. Participates in design, design review, code review, and implementation activities for the team. Primary Responsibilities: • Executes migration activities. • Sets, refines, and communicates the team strategy and mission in alignment with product area strategy and mission. • Creates, maintains, and communicates the multi-year product roadmap. • Translates strategic objectives and initiatives into well-defined epics and stories. • Owns and enables delivery of credit risk products and technology solutions with quality standards. • Ensures changes are delivered in accordance with service levels. • Adheres to Service Level Agreement (SLA) requirements. • Participates in process improvement initiatives. • Provides subject matter expertise and consultations to customers and business partners. • Identifies value added opportunities in current development process that could achieve efficiencies or savings. • Develops and enhances business logic to bring new user experiences. Education and Experience: Bachelor’s degree in Computer Science, Engineering, Information Technology, Information Systems, or a closely related field (or foreign education equivalent) and five (5) years of experience as a Senior Manager, Product Management (or closely related occupation) building applications and workflows to enhance the User Experience (UX) and large-scale systems analysis of credit risk functions, within a financial services risk domain. Or, alternatively, Master’s degree in Computer Science, Engineering, Information Technology, Information Systems, or a closely related field (or foreign education equivalent) and three (3) years of experience as a Senior Manager, Product Management (or closely related occupation) building applications and workflows to enhance the User Experience (UX) and large-scale systems analysis of credit risk functions, within a financial services risk domain. Skills and Knowledge: Candidate must also possess: • Demonstrated Expertise (“DE”) breaking down complex processes and laying down road maps for execution; ensuring products are in alignment with defined policies and procedures; establishing full project life cycle plans for complex projects across multiple platforms (Global Credit Risk and Riskworkstation); accepting and signing off on releases and identifying ways to minimize technical debts, using Confluence, Draw.io, Jira align, Java, and PLSQL. • DE performing risk assessment and risk management strategies for Credit Risk projects; planning and coordinating project schedules and assignments for multiple projects; providing technology solutions for issues and estimating technical evaluation requirements for technology initiatives, using Jira Align, Jira user board for defining technical stories, and technical specifications document. • DE displaying new functionality for stakeholders to receive feedback and approval; executing customer commitment testing, signing off, and rolling out strategy, using Power Point for feature build with Angular, GitHub, Jira Scrum board, Fusion, and System Install Checklist. • DE performing Continuous Integration and Continuous Deployment (CI/CD) using Jenkins, U-deploy, and Cloud service providers -- Amazon Web Services (AWS); and deploying enterprise integration patterns using Java, Spring/SpringBoot Framework, Shell Scripting, and PLSQL. Salary: $ 154,000.00 - $181,000.00/year. #PE1M2 #LI-DNI Certifications: Category: Product Management Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. 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.

System analysis
Product management
Technical project coordination
Verified Source
Posted 23 days ago
Fidelity

Sr. Manager, Communications and Design Services Boston, MA

FidelityAnywhereFull-time
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Compensation$85K - 171K a year

Developing and enhancing presentations for Board and senior management, managing projects related to equity investment reporting, and ensuring data accuracy and quality. | 8+ years in investment strategy, project management, or consulting; proficiency in Microsoft Office, especially PowerPoint and SharePoint; experience supporting board-level reporting and executive presentations. | Job Description: The Role As a Sr Manager in Equity Investment Services (EQIS) at Fidelity Investments, you will play a crucial role in supporting our Compliance Risk and Business Operations (CRBO) team. This is an opportunity to apply your analytical, project management, storytelling/ visualization, and interpersonal skills to deliver quality Board and Senior Management presentations in a fast-paced environment. Your contributions will be highly visible in support of Fidelity’s regulatory requirements. Key Responsibilities: • Board Presentations: Develop and enhance presentations for Equity Investment Management, leveraging data storytelling and visualization to communicate clear, accurate, and timely reports aligned to the Board Operations’ annual calendar. • Project Management: Maintain and enhance Equity Board and Communications calendar, maintain separation of responsibilities document for team deliverables, provide timely updates and communications to investors on Board and Communications expectations and ensure timely delivery of data needed to support the investor’s needs. • Data Quality & Review: Provide peer oversight of documents to ensure accuracy and correctness prior to delivering to Equity Senior Management. • Structure and Support: Review existing library of slides and documents and create systematic way of tagging for easy retrieval for future leverage. • Communications: Ensure preparation and presentation of materials to key constituents in a concise manner that aligns preferences and approach to the audience. • Building Relationships: Drive to create strong working relationships with business partners and provide insight into processes and downstream impacts for better alignment on key deliverables. The Expertise and Skills You Bring We are seeking an enthusiastic individual that is passionate about process improvement, efficiency, and quality end-products.. You should have a proven track record to prioritize in a fast-paced environment. • Bachelor’ s degree with 8+ years of experience in investment strategy, project management, or consulting or a Master’s degree with 6+ years of experience • Strong proficiency in Microsoft Office Suite (Excel, Word, Teams) with enhanced skills in PowerPoint and SharePoint. • Excellent written and verbal communication skills, with the ability to translate complex data into clear, actionable insights or actions. • Strong writing, editing, proofreading, layout and design skills • Collaborative working style, with the ability to present new or differing concepts • Strong project management skills and attention to detail required to drive projects or initiatives with optimal end-results. • Interpersonal and Influencing skills required along with confirmed ability to successfully engage with all levels of management across multiple business units. • Analytical and Critical Thinking Skill required ensuring analyses are thoroughly vetted and sound • Self-starter with a proactive mindset and exceptional organizational and planning skills • A team-focused individual that assists during periods of high volume or with high visibility deliverables to ensure positive outcomes. • Prior experience supporting board-level reporting and preparing executive level presentations required Note: Fidelity is not providing immigration sponsorship for this position The Team The role is part of the Asset Management Compliance, Risk and Business Operations (CRBO) team, which is comprised of: AM Compliance, AM Risk, Business Operations and Strategy, Counterparty Research & Analytics, Investment Services and Investment Risk Management. The teams work together to support AM’s strategic goals while being the best partner to the business to protect our clients via proactive compliance monitoring, risk oversight and strategic business planning. While part of CRBO, the role is aligned with the priorities of the Equity Investment organization. The base salary range for this position is $85,000-171,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. 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. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications: Category: Communication

Data storytelling
Project management
Board reporting
Verified Source
Posted about 1 month ago
Fidelity

Vice President, Managing Director - Stock Plan Services 6 Locations

FidelityAnywhereFull-time
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Compensation$120K - 200K a year

Manage client relationships, ensure client satisfaction, drive revenue growth, and lead client service teams within the equity compensation industry. | 10+ years of relationship management or client service experience in the equity compensation or retirement industry, with strong communication, negotiation, and leadership skills. | Job Description: • Remote position located in IL, KY, OH, MO, MN, TX* As one of our Managing Directors in our Stock Plan Services business, you will play a key central role for the satisfaction and growth of our clients in this important growth business! Fidelity Stock Plan Services & Non-Qual (SPSNQ) is Fidelity’s equity compensation administration services business, which is a 650+ person, vertically integrated in the Workplace Investing (WI) division.  Fidelity’s SPSNQ business manages relationships with 750+ clients and 2.7+M participants in 198 countries, including 150 S&P 500 companies, providing administrative support services for these clients and individual support and guidance to plan participants. The Role In this role you will develop positive relationships with Equity Compensation clients and build internal working relationships with Fidelity personnel in support of service delivery! The Managing Director (MD) has overall accountability for the relationship of a book of institutional equity compensation plan clients. Passionate about cultivating relationships with the key decision makers, guiding the service teams towards high client satisfaction, driving operational effectiveness and plan profitability, growing client relationships through value-driven cross selling initiatives, and strategically positioning Fidelitys products and services in its Personal and Workplace Investing offerings. Effectiveness in the role requires executive presence, understanding in benefits, executive and equity compensation, and financial services acumen. Focus areas include client retention and loyalty, relationship risk mitigation strategies, revenue growth, and product and services adoption. The Expertise and Skills You Bring • College degree preferred or equivalent work-related experience. • Ability to acquire Series 7 & 63/65 within the first three months of employment. • Bring 10+ years of Relationship Management or Client Service experience; preferably within Equity Compensation/Retirement/401K industry. • Transparent and credible presence in the Equity Compensation industry. Certified Equity Professional designation is helpful. • Provide a strategic perspective on comprehensive employee benefit solutions for large corporations, along with well-developed communication, project management, consulting, and leadership skills. Focused on understanding and responding to client needs and assume a consultative role to acquire a clear understanding of the business need and the client’s perception of relevant issues. Accountable for retention, loyalty, satisfaction, and relationship growth of client book of business. • Ability to successfully work in a matrix management environment with the ability to build credibility internally and externally at all levels within an organization. • Develop and maintain strong client relationships across multiple client constituencies including HR, Total Rewards, Compensation, Treasury, Legal, and Procurement. Ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions. • Provide focused leadership, motivation, and support for client service team members to retain clients and deliver consistency and alignment in execution of client objectives and Fidelity priorities. • Possessing a true dedication to customer satisfaction, has an outstanding sense of urgency, and views change as an integral component of corporate success. • Organization and time-management skills and attention to detail. Ability to manage multiple, sometimes conflicting priorities, balancing the needs of the client and the organization. • Shown problem-solving skills. • Effective presentation skills, influence, and negotiation skills. • High emotional intelligence and interest in other human beings • Desire to roll your sleeves up and work with and for your teammates – Servant Leadership • Self-awareness and shown history of self-improvement • Analytical and critical thinking skills Note: Fidelity will not provide immigration sponsorship for this position. The Value You Deliver • Supervising client satisfaction and facilitates the timely resolution of client issues to the satisfaction of the client. • Leading client profitability through periodic evaluations of key revenue and expense metrics, and strategically works to implement proactive steps towards achieving the desired results. • Developing a strategy and negotiates contract renewals either proactively or through formal rebid activities, including strong collaboration with other business partners across Fidelity. • Working with business partners, including the local branches, Executive Services, and telephone teams to develop programs to increase households and conversions, and to facilitate continued advanced education and communication for participants and clients. • Providing each client with a formal plan review, addressing client needs and opportunities for enhanced service, consistent with agreed upon time frames with the client • Procuring a detailed, shown understanding of all types of equity compensation plans and works consultatively with clients to assist them towards industry leading practices environment. • Supporting client needs to facilitate corporate actions including mergers, acquisitions, splits, divestitures, spin-offs and other similar major corporate activities. The base salary range for this position is $120,000 - $200,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. 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. Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Relationship Management

Relationship Management
Client Service
Financial Acumen
Negotiation
Communication
Project Management
Verified Source
Posted 2 months ago
FI

Security Representative

FidelityAnywhereFull-time
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Compensation$50K-70K a year

Maintain a safe and secure environment by monitoring premises, responding to incidents, and collaborating with law enforcement. | Minimum 2 years of security or law enforcement experience with strong knowledge of security operations and excellent communication skills. | Job Title: Security Representative Company Overview: Fidelity Investments is a leading financial services corporation dedicated to helping clients achieve their financial goals through innovative solutions and exceptional service. With a commitment to integrity and excellence, Fidelity fosters a collaborative and inclusive work environment where employees are empowered to grow and succeed. Role Overview: As a Security Representative at Fidelity, you will play a crucial role in maintaining a safe and secure environment for employees, clients, and visitors. Your dedication to safety and vigilance will support the company’s mission to provide a secure and welcoming atmosphere across all facilities. What You'll Do: - You will monitor and patrol company premises to prevent and detect signs of intrusion and ensure the safety of all personnel. - You will respond promptly to alarms and incidents, providing effective resolution and support. - You will collaborate with local law enforcement and emergency responders when necessary. - You will conduct regular security inspections and report any vulnerabilities or hazards. - You will assist in the development and implementation of security policies and procedures. - You will maintain detailed records of daily activities, incidents, and irregularities. - You will provide excellent customer service by assisting employees and visitors with security-related inquiries. - You will participate in ongoing training to stay current with security best practices and technologies. What You Bring: - Minimum of 2 years of experience in security or law enforcement roles. - Strong knowledge of security operations, emergency response, and safety protocols. - Excellent observational and problem-solving skills. - Ability to communicate clearly and professionally with diverse groups. - Proficiency in using security technology such as surveillance systems and access control. - Physical fitness and the ability to stand or patrol for extended periods. Bonus Points If You Have: - Experience working in a corporate or financial services environment. - Certification in security or law enforcement training programs. - Familiarity with regulatory compliance related to security. - First aid and CPR certification. What We Offer: - We offer competitive salary and comprehensive benefits including health, dental, and vision insurance. - We offer opportunities for professional development and career advancement. - We offer a supportive and inclusive workplace culture. - We offer paid time off and wellness programs to support your work-life balance. - We offer access to cutting-edge security technology and training resources. Ready to Apply? To join our team as a Security Representative at Fidelity Investments, please submit your resume and cover letter through our careers portal on the Fidelity website. We look forward to welcoming you to our team!

Security Operations
Emergency Response
Surveillance Systems
Access Control
Communication Skills
Problem-Solving
Physical Fitness
Posted 5 months ago
FI

Customer Support Representative - Omaha

FidelityAnywhereFull-time
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Compensation$40K-50K a year

Provide timely and accurate customer support primarily from a remote setting, assisting with account inquiries, problem resolution, and educating clients on financial products. | At least 1 year of customer service experience, strong communication skills, comfort with technology, problem-solving abilities, and ability to work independently in a remote environment. | Job Title: Customer Support Representative - Omaha Company Overview: Fidelity is a leading financial services company dedicated to helping clients achieve their financial goals through innovative solutions and exceptional service. With a strong commitment to integrity and customer satisfaction, Fidelity fosters a supportive and inclusive work environment where employees can thrive and grow. Role Overview: As a Customer Support Representative, you will play a vital role in delivering outstanding service to our clients primarily from a remote setting. This entry-level position is designed for individuals passionate about helping others and eager to develop their skills in the financial services industry. What You'll Do: - You will provide timely and accurate responses to customer inquiries via phone, email, and chat. - You will assist clients with account information, transactions, and problem resolution. - You will educate customers on Fidelity’s products and services to enhance their financial knowledge. - You will document customer interactions and maintain detailed records in our CRM system. - You will collaborate with team members and other departments to resolve complex issues. - You will adhere to company policies and compliance standards to ensure data security. - You will participate in ongoing training to stay current with industry trends and company updates. What You Bring: - You have at least 1 year of customer service experience, preferably in financial services or a related field. - You possess strong communication skills, both verbal and written. - You are comfortable using technology and learning new software applications. - You demonstrate problem-solving abilities and a customer-focused mindset. - You have the ability to work independently in a remote environment while managing your time effectively. Bonus Points If You Have: - Experience with CRM systems and financial software. - Knowledge of financial products and investment terminology. - Bilingual skills or additional language proficiency. - Previous experience working from home or in a virtual team setting. What We Offer: - We offer competitive compensation and comprehensive benefits including health, dental, and vision insurance. - We offer flexible work-from-home arrangements to support work-life balance. - We offer professional development opportunities and career advancement paths. - We offer a supportive team culture that values diversity and inclusion. - We offer employee wellness programs and resources. Ready to Apply? To join our team as a Customer Support Representative, please submit your resume and cover letter through our online application portal at Fidelity’s careers website. We look forward to hearing from you!

Customer Service
Communication
Problem Solving
CRM Software
Financial Knowledge
Remote Work
Time Management
Posted 5 months ago
FI

Security Representative

FidelityAnywhereFull-time
View Job
Compensation$50K-65K a year

Maintain a safe and secure environment by monitoring premises, responding to incidents, and enforcing security policies. | Minimum 2 years of security or law enforcement experience with strong knowledge of security operations and excellent communication skills. | Job Title: Security Representative Company Overview: Fidelity Investments is a leading financial services company dedicated to helping clients achieve their financial goals through innovative solutions and exceptional service. With a strong commitment to integrity and security, Fidelity fosters a collaborative and inclusive work environment where employees can thrive and grow. Role Overview: As a Security Representative at Fidelity, you will play a crucial role in maintaining a safe and secure environment for employees, clients, and visitors. Your dedication and vigilance will help uphold Fidelity’s standards of safety and ensure a welcoming atmosphere within our dynamic workplace. What You'll Do: - You will monitor and patrol Fidelity premises to prevent and detect signs of intrusion and ensure the safety of all personnel. - You will respond promptly to alarms and incidents, providing effective resolution and support. - You will collaborate with local law enforcement and emergency services when necessary. - You will conduct security assessments and recommend improvements to enhance safety protocols. - You will maintain detailed records of daily activities, incidents, and irregularities. - You will assist in training new security staff and participate in ongoing professional development. - You will enforce company policies and procedures related to security and safety. - You will provide excellent customer service by assisting employees and visitors with security-related inquiries. What You Bring: - Minimum of 2 years of experience in security or law enforcement roles. - Strong knowledge of security operations, emergency response, and safety protocols. - Excellent observational and problem-solving skills. - Ability to remain calm and decisive under pressure. - Effective communication and interpersonal skills. - Basic proficiency with security technology and surveillance systems. Bonus Points If You Have: - Certification in security or law enforcement (e.g., CPP, PSP). - Experience working in a corporate or financial services environment. - First aid and CPR certification. - Familiarity with regulatory compliance related to security. What We Offer: - We offer competitive salary and comprehensive benefits including health, dental, and vision insurance. - We offer opportunities for career advancement and professional development. - We offer a supportive and inclusive workplace culture. - We offer paid time off and employee wellness programs. - We offer access to cutting-edge security technology and resources. Ready to Apply? To join our team as a Security Representative at Fidelity, please submit your resume and cover letter through our careers portal at www.fidelitycareers.com. We look forward to welcoming you to our team!

Security Operations
Emergency Response
Safety Protocols
Surveillance Systems
Communication Skills
Problem-Solving
Interpersonal Skills
Posted 5 months ago
FI

Customer Support Representative - Omaha

FidelityAnywhereFull-time
View Job
Compensation$40K-50K a year

Provide timely and accurate customer support primarily from a remote setting, assisting with account inquiries, problem resolution, and educating clients on financial products. | At least 1 year of customer service experience, strong communication skills, comfort with technology, problem-solving abilities, and ability to work independently remotely. | Job Title: Customer Support Representative - Omaha Company Overview: Fidelity is a leading financial services company dedicated to helping clients achieve their financial goals through innovative solutions and exceptional service. With a strong commitment to integrity and customer satisfaction, Fidelity fosters a collaborative and inclusive work environment where employees can grow and thrive. Role Overview: As a Customer Support Representative, you will play a vital role in delivering outstanding service to our clients primarily from a remote setting. This entry-level position is designed for individuals passionate about helping others and eager to develop their career in financial services. What You'll Do: - You will provide timely and accurate responses to customer inquiries via phone, email, and chat. - You will assist clients with account information, transactions, and problem resolution. - You will educate customers on Fidelity’s products and services to enhance their financial knowledge. - You will document customer interactions and maintain detailed records in our CRM system. - You will collaborate with team members and other departments to resolve complex issues. - You will adhere to company policies and regulatory requirements to ensure compliance. - You will participate in ongoing training to stay current with product updates and industry trends. What You Bring: - You have at least 1 year of customer service experience, preferably in financial services. - You possess strong communication skills, both verbal and written. - You are comfortable using technology and learning new software applications. - You demonstrate problem-solving abilities and a customer-focused mindset. - You have the ability to work independently in a remote environment. Bonus Points If You Have: - Experience with CRM systems and financial software. - Knowledge of financial products and investment terminology. - Bilingual skills to support diverse customer needs. - Previous experience working from home or in a virtual team setting. What We Offer: - We offer comprehensive training and professional development opportunities. - We offer a supportive and inclusive remote work environment. - We offer competitive compensation and benefits packages. - We offer flexible scheduling to promote work-life balance. - We offer employee wellness programs and resources. Ready to Apply? To join our team as a Customer Support Representative, please submit your resume and cover letter through our online application portal. We look forward to hearing from you!

Customer Service
Communication
Problem Solving
CRM Software
Financial Knowledge
Remote Work
Posted 5 months ago
FI

Security Representative

FidelityAnywhereFull-time
View Job
Compensation$50K-65K a year

Maintain a safe and secure environment by monitoring premises, responding to incidents, and collaborating with teams to uphold security standards. | Minimum 2 years of security experience, strong knowledge of security operations, excellent communication skills, and a high school diploma or equivalent. | Job Title: Security Representative Company Overview: Fidelity Investments is a leading financial services company dedicated to helping clients achieve their financial goals through innovative solutions and exceptional service. With a strong commitment to integrity and security, Fidelity fosters a collaborative and inclusive work environment where employees can thrive and grow. Role Overview: As a Security Representative at Fidelity, you will play a crucial role in maintaining a safe and secure environment for employees, clients, and visitors. Your dedication and vigilance will help uphold Fidelity’s standards of safety and ensure a welcoming atmosphere across our facilities. What You'll Do: - You will monitor and patrol Fidelity premises to prevent and detect signs of intrusion and ensure the safety of all individuals. - You will respond promptly to alarms and incidents, providing effective resolution and support. - You will collaborate with team members and other departments to enhance security protocols and procedures. - You will conduct regular inspections of security equipment and report any malfunctions or concerns. - You will assist in emergency response efforts, including evacuation and first aid when necessary. - You will maintain accurate records of daily activities, incidents, and irregularities. - You will provide excellent customer service by greeting and assisting employees and visitors. - You will participate in ongoing training to stay current with security best practices and compliance requirements. What You Bring: - Minimum of 2 years of experience in security or related fields. - Strong knowledge of security operations, surveillance systems, and emergency response. - Excellent communication and interpersonal skills to interact effectively with diverse individuals. - Ability to remain calm and make sound decisions under pressure. - High school diploma or equivalent; additional certifications in security are a plus. Bonus Points If You Have: - Experience working in a corporate or financial services environment. - Certification in CPR, first aid, or other emergency response training. - Familiarity with access control systems and security technology. - Proven track record of teamwork and problem-solving in security roles. What We Offer: - We offer competitive salary and comprehensive benefits including health, dental, and vision insurance. - We offer opportunities for professional development and career advancement. - We offer a supportive and inclusive workplace culture that values diversity. - We offer paid time off and wellness programs to support your work-life balance. - We offer state-of-the-art security tools and resources to help you succeed. Ready to Apply? To join our team as a Security Representative at Fidelity Investments, please submit your resume and cover letter through our careers portal at www.fidelitycareers.com. We look forward to welcoming you to our team!

Security Operations
Surveillance Systems
Emergency Response
Communication Skills
Interpersonal Skills
Access Control Systems
Problem-Solving
Teamwork
Posted 5 months ago
FI

Customer Support Representative - Omaha

FidelityAnywhereFull-time
View Job
Compensation$40K-50K a year

Provide timely and accurate customer support primarily from a remote setting, assisting with account inquiries, problem resolution, and educating clients on financial products. | At least 1 year of customer service experience, strong communication skills, ability to work independently in a remote environment, and familiarity with technology. | Job Title: Customer Support Representative - Omaha Company Overview: Fidelity is a leading financial services company dedicated to helping clients achieve their financial goals through innovative solutions and exceptional service. With a strong commitment to integrity and customer satisfaction, Fidelity fosters a supportive and inclusive work environment where employees can thrive and grow. Role Overview: As a Customer Support Representative, you will play a vital role in delivering outstanding service to our clients primarily from a remote setting. This entry-level position is designed for individuals passionate about helping others and eager to develop their skills in the financial services industry. What You'll Do: - You will provide timely and accurate responses to customer inquiries via phone, email, and chat. - You will assist clients with account information, transactions, and problem resolution. - You will educate customers on Fidelity’s products and services to enhance their financial knowledge. - You will document customer interactions and maintain detailed records in our CRM system. - You will collaborate with team members and other departments to resolve complex issues. - You will adhere to company policies and regulatory requirements to ensure compliance. - You will participate in ongoing training to stay current with industry trends and company updates. What You Bring: - You bring at least 1 year of customer service experience, preferably in financial services or a related field. - You have strong communication skills, both verbal and written, with a customer-focused attitude. - You are comfortable using technology and learning new software applications. - You have the ability to work independently and manage your time effectively in a remote work environment. - You possess problem-solving skills and a positive, empathetic approach to customer interactions. Bonus Points If You Have: - Experience with financial products or services. - Familiarity with CRM systems and customer support tools. - Previous remote work experience. - Bilingual abilities. What We Offer: - We offer competitive compensation and comprehensive benefits including health, dental, and vision insurance. - We offer flexible work-from-home arrangements to support work-life balance. - We offer opportunities for professional development and career advancement. - We offer a supportive team culture that values diversity and inclusion. - We offer employee wellness programs and resources. Ready to Apply? To join our team as a Customer Support Representative, please submit your resume and cover letter through our online application portal at Fidelity’s careers website. We look forward to hearing from you!

Customer Service
Communication
Problem Solving
Time Management
CRM Software
Remote Work
Posted 5 months ago
FI

Security Representative

FidelityAnywhereFull-time
View Job
Compensation$50K-65K a year

Maintain a safe and secure environment by monitoring premises, responding to incidents, and collaborating on security policies. | At least 2 years of security experience, knowledge of security protocols, strong communication and problem-solving skills, and proficiency with security technology. | Job Title: Security Representative Company Overview: Fidelity Investments is a leading financial services corporation dedicated to helping clients achieve their financial goals through innovative solutions and exceptional service. With a commitment to integrity and excellence, Fidelity fosters a collaborative and inclusive work environment where employees can thrive and grow. Role Overview: As a Security Representative at Fidelity, you will play a crucial role in maintaining a safe and secure environment for employees, clients, and visitors. Your dedication to safety and vigilance will support the company’s mission to provide a secure and welcoming atmosphere. What You'll Do: - You will monitor and patrol company premises to ensure safety and security protocols are followed. - You will respond promptly to security incidents and emergencies, providing effective resolution. - You will collaborate with team members and management to identify and mitigate potential security risks. - You will conduct regular inspections and report any safety hazards or breaches. - You will assist in the development and implementation of security policies and procedures. - You will maintain accurate records of security activities and incidents. - You will provide excellent customer service by assisting employees and visitors with security-related inquiries. - You will participate in ongoing training to stay current with security best practices. What You Bring: - Minimum of 2 years of experience in security or a related field. - Strong knowledge of security protocols and emergency response procedures. - Excellent observational and problem-solving skills. - Ability to communicate clearly and effectively with diverse groups. - Proficiency in using security technology and surveillance equipment. - High school diploma or equivalent; additional certifications are a plus. Bonus Points If You Have: - Experience working in a corporate or financial services environment. - Certification in CPR, First Aid, or other emergency response training. - Familiarity with regulatory compliance related to security. - Ability to work flexible hours, including nights and weekends. What We Offer: - We offer competitive salary and comprehensive benefits including health, dental, and vision insurance. - We offer opportunities for professional development and career advancement. - We offer a supportive and inclusive workplace culture. - We offer paid time off and employee wellness programs. - We offer access to cutting-edge security technology and training resources. Ready to Apply? To join our team as a Security Representative, please submit your resume and cover letter through our careers portal at www.fidelitycareers.com. We look forward to welcoming you to Fidelity Investments!

Security protocols
Emergency response
Surveillance equipment
Problem-solving
Communication skills
Customer service
Posted 5 months ago
FI

Customer Support Representative - Omaha

FidelityAnywhereFull-time
View Job
Compensation$40K-50K a year

Provide timely and accurate customer support primarily from a remote setting, assisting with account inquiries, problem resolution, and educating clients on financial products. | At least 1 year of customer service experience, strong communication and problem-solving skills, ability to work independently remotely, and basic computer proficiency. | Job Title: Customer Support Representative - Omaha Company Overview: Fidelity is a leading financial services company dedicated to helping individuals achieve their financial goals through innovative solutions and exceptional customer service. With a strong commitment to integrity and client satisfaction, Fidelity fosters a supportive and dynamic work environment where employees can grow and thrive. Role Overview: As a Customer Support Representative at Fidelity, you will play a vital role in delivering outstanding service to our clients primarily from a remote setting. This entry-level position is designed for individuals passionate about helping others and eager to develop their skills in the financial services industry. What You'll Do: - You will provide timely and accurate responses to customer inquiries via phone, email, and chat. - You will assist clients with account information, transactions, and problem resolution. - You will educate customers on Fidelity’s products and services to enhance their financial knowledge. - You will document customer interactions and maintain detailed records in our CRM system. - You will collaborate with team members and other departments to resolve complex issues. - You will adhere to company policies and regulatory requirements to ensure compliance. - You will participate in ongoing training to stay current with industry trends and company updates. What You Bring: - You bring at least 1 year of customer service experience, preferably in financial services or a related field. - You have excellent communication skills, both verbal and written. - You possess strong problem-solving abilities and a customer-focused mindset. - You are comfortable working independently in a remote environment with reliable internet access. - You have basic computer proficiency, including familiarity with CRM software and Microsoft Office. Bonus Points If You Have: - Experience working in a financial institution or call center environment. - Knowledge of financial products such as retirement accounts, investments, or insurance. - Bilingual skills to support a diverse customer base. - Previous remote work experience demonstrating self-motivation and discipline. What We Offer: - We offer comprehensive training and professional development opportunities. - We offer a competitive salary and performance-based incentives. - We offer flexible work-from-home arrangements to support work-life balance. - We offer a supportive team culture and access to wellness programs. - We offer a robust benefits package including health, dental, and retirement plans. Ready to Apply? To join our team as a Customer Support Representative, please submit your resume and cover letter through our online application portal. We look forward to learning how you can contribute to Fidelity’s mission of exceptional client service.

Customer Service
Communication Skills
Problem Solving
CRM Software
Microsoft Office
Remote Work
Financial Services Knowledge
Posted 5 months ago
FI

Security Representative

FidelityAnywhereFull-time
View Job
Compensation$50K-65K a year

Maintain a safe and secure environment by monitoring premises, responding to incidents, and collaborating with teams to enforce security policies. | Minimum 2 years of security experience, strong knowledge of protocols, excellent communication skills, and proficiency with security technology. | Job Title: Security Representative Company Overview: Fidelity Investments is a leading financial services company dedicated to helping clients achieve their financial goals through innovative solutions and exceptional service. With a commitment to integrity and excellence, Fidelity fosters a collaborative and inclusive work environment where employees can thrive and grow. Role Overview: As a Security Representative at Fidelity, you will play a crucial role in maintaining a safe and secure environment for employees, clients, and visitors. Your dedication and vigilance will help uphold Fidelity’s standards of safety and security in a dynamic and fast-paced setting. What You'll Do: - You will monitor and patrol Fidelity premises to ensure safety and security protocols are followed. - You will respond promptly to security incidents and emergencies, providing effective resolution. - You will collaborate with team members and other departments to enhance security measures. - You will conduct regular inspections and report any safety hazards or suspicious activities. - You will assist in access control by verifying credentials and managing visitor entry. - You will maintain detailed records of security activities and incidents. - You will participate in ongoing training to stay updated on security best practices. - You will provide excellent customer service while enforcing security policies. What You Bring: - Minimum of 2 years experience in security or related field. - Strong knowledge of security protocols and emergency response procedures. - Excellent communication and interpersonal skills. - Ability to remain calm and decisive under pressure. - Proficiency with security technology and surveillance systems. - High school diploma or equivalent; additional certifications are a plus. Bonus Points If You Have: - Experience in a financial services or corporate environment. - Certification in CPR, First Aid, or related safety training. - Familiarity with regulatory compliance and risk management. - Bilingual abilities or additional language skills. What We Offer: - We offer competitive salary and comprehensive benefits package. - We offer opportunities for professional development and career advancement. - We offer a supportive and inclusive workplace culture. - We offer flexible scheduling and work-life balance initiatives. - We offer access to wellness programs and employee assistance resources. Ready to Apply? To join our team as a Security Representative at Fidelity Investments, please submit your resume and cover letter through our careers portal at www.fidelitycareers.com. We look forward to welcoming you to our team!

Security protocols
Emergency response
Surveillance systems
Communication skills
Interpersonal skills
Risk management
Posted 5 months ago
FI

Customer Support Representative - Omaha

FidelityAnywhereFull-time
View Job
Compensation$40K-50K a year

Provide timely and accurate customer support primarily from a remote setting, assisting with account inquiries, problem resolution, and educating clients on financial products. | At least 1 year of customer service experience, strong communication skills, comfort with technology, and ability to work independently in a remote environment. | Job Title: Customer Support Representative - Omaha Company Overview: Fidelity is a leading financial services company dedicated to helping clients achieve their financial goals through innovative solutions and exceptional service. With a strong commitment to integrity and customer satisfaction, Fidelity fosters a supportive and inclusive work environment where employees can thrive and grow. Role Overview: As a Customer Support Representative, you will play a vital role in delivering outstanding service to our clients primarily from a remote setting. This entry-level position is designed for individuals passionate about helping others and eager to develop their skills in the financial services industry. What You'll Do: - You will provide timely and accurate responses to customer inquiries via phone, email, and chat. - You will assist clients with account information, transactions, and problem resolution. - You will educate customers on Fidelity’s products and services to enhance their financial knowledge. - You will document customer interactions and maintain detailed records in our CRM system. - You will collaborate with team members and other departments to resolve complex issues. - You will adhere to company policies and regulatory requirements to ensure compliance. - You will participate in ongoing training to stay current with product updates and industry trends. What You Bring: - You bring at least 1 year of customer service experience, preferably in financial services or a related field. - You have excellent communication skills, both verbal and written. - You are comfortable using technology and learning new software applications. - You demonstrate strong problem-solving abilities and attention to detail. - You are self-motivated and able to work effectively in a remote environment. Bonus Points If You Have: - Experience with CRM systems such as Salesforce or similar platforms. - Knowledge of financial products and services. - Bilingual abilities, especially in Spanish. - Previous experience working from home or in a virtual team setting. What We Offer: - We offer competitive compensation and comprehensive benefits including health, dental, and vision insurance. - We offer flexible work-from-home arrangements to support work-life balance. - We offer opportunities for professional development and career advancement. - We offer a supportive team culture focused on collaboration and growth. - We offer employee wellness programs and resources. Ready to Apply? To join our team as a Customer Support Representative, please submit your resume and cover letter through our careers portal at Fidelity.com/careers. We look forward to hearing from you!

Customer Service
Communication
Problem Solving
CRM Software
Financial Knowledge
Remote Work
Posted 5 months ago
FI

Customer Support Representative

FidelityAnywhereFull-time
View Job
Compensation$40K-50K a year

Provide exceptional customer service by assisting clients with inquiries, transactions, and problem resolution primarily from a remote setting. | At least 1 year of customer service experience, strong communication skills, technology proficiency, and ability to work independently in a remote environment. | Job Title: Customer Support Representative Company Overview: Fidelity is a leading financial services company dedicated to helping clients achieve their financial goals through innovative solutions and exceptional service. With a strong commitment to integrity and customer satisfaction, Fidelity fosters a supportive and inclusive work environment where employees can thrive and grow. Role Overview: As a Customer Support Representative at Fidelity, you will play a vital role in delivering outstanding service to our clients primarily from a remote setting. This entry-level position is designed for individuals passionate about helping others and eager to develop their career in financial customer service. What You'll Do: - You will respond promptly and professionally to customer inquiries via phone, email, and chat. - You will assist clients with account questions, transactions, and problem resolution. - You will provide accurate information about Fidelity’s products and services. - You will document customer interactions and maintain detailed records. - You will collaborate with team members and other departments to resolve complex issues. - You will stay informed about industry trends and company updates to better assist customers. - You will contribute to continuous improvement initiatives to enhance the customer experience. What You Bring: - You bring at least 1 year of experience in customer service or a related field. - You have excellent communication skills, both verbal and written. - You are comfortable using technology and various software applications. - You demonstrate strong problem-solving abilities and attention to detail. - You have the ability to work independently and manage time effectively in a remote environment. Bonus Points If You Have: - Experience in financial services or knowledge of investment products. - Bilingual skills to support a diverse customer base. - Familiarity with CRM systems and customer support tools. - Previous remote work experience. What We Offer: - We offer comprehensive training and ongoing professional development. - We offer a flexible work-from-home schedule to support work-life balance. - We offer competitive compensation and benefits packages. - We offer a supportive team culture focused on collaboration and growth. - We offer opportunities for career advancement within Fidelity. Ready to Apply? To join our team as a Customer Support Representative, please submit your resume and cover letter through our careers page at Fidelity.com/careers. We look forward to hearing from you!

Customer Service
Communication
Problem Solving
Time Management
Technology Proficiency
Financial Knowledge
Posted 5 months ago
FI

Customer Support Representative

FidelityAnywhereFull-time
View Job
Compensation$40K-50K a year

Provide exceptional customer service by addressing inquiries, resolving issues, and supporting clients primarily through remote communication channels. | At least 1 year of customer service experience, strong communication skills, ability to work independently remotely, and proficiency with computer applications. | Job Title: Customer Support Representative Company Overview: Fidelity is a leading financial services company dedicated to helping clients achieve their financial goals through innovative solutions and exceptional service. With a strong commitment to integrity and customer satisfaction, Fidelity fosters a supportive and inclusive work environment where employees can thrive and grow. Role Overview: As a Customer Support Representative at Fidelity, you will play a vital role in delivering outstanding service to our clients primarily from a remote setting. This entry-level position is designed for individuals passionate about helping others and eager to develop their career in financial customer service. What You'll Do: - You will respond promptly and professionally to customer inquiries via phone, email, and chat. - You will assist clients with account questions, transactions, and product information. - You will resolve customer issues efficiently while maintaining a positive and empathetic attitude. - You will document interactions accurately in our customer relationship management system. - You will collaborate with team members and other departments to ensure seamless service delivery. - You will stay informed about Fidelity’s products, services, and policies to provide accurate information. - You will participate in ongoing training and development to enhance your skills. What You Bring: - You bring at least 1 year of experience in customer service or a related field. - You have excellent communication skills, both verbal and written. - You are comfortable working independently in a remote environment. - You possess strong problem-solving abilities and attention to detail. - You are proficient with basic computer applications and eager to learn new technologies. Bonus Points If You Have: - Experience in financial services or knowledge of investment products. - Familiarity with CRM software and remote communication tools. - Bilingual abilities to support a diverse client base. - Previous experience working from home or in a virtual team setting. What We Offer: - We offer competitive compensation and comprehensive benefits including health, dental, and vision insurance. - We offer flexible work schedules to support work-life balance. - We offer opportunities for career advancement and professional development. - We offer a supportive and inclusive company culture focused on employee well-being. - We offer the convenience and comfort of working primarily from home. Ready to Apply? To join our team as a Customer Support Representative, please submit your resume and cover letter through our online application portal at Fidelity’s careers website. We look forward to hearing from you!

Customer Service
Communication Skills
Problem Solving
Remote Work
CRM Software
Financial Knowledge
Posted 5 months ago
FI

Customer Support Representative

FidelityAnywhereFull-time
View Job
Compensation$40K-50K a year

Provide timely and accurate customer support primarily from a remote setting, assisting with account inquiries, transactions, and problem resolution while maintaining compliance and documentation. | At least 1 year of customer service experience, strong communication skills, proficiency with technology, and ability to work independently in a remote environment. | Job Title: Customer Support Representative Company Overview: Fidelity is a leading financial services company dedicated to helping clients achieve their financial goals through innovative solutions and exceptional service. With a strong commitment to integrity and customer satisfaction, Fidelity fosters a supportive and inclusive work environment where employees can thrive and grow. Role Overview: As a Customer Support Representative at Fidelity, you will play a vital role in delivering outstanding service to our clients primarily from a remote setting. This entry-level position is designed for individuals passionate about helping others and eager to develop their career in financial services. What You'll Do: - You will provide timely and accurate responses to customer inquiries via phone, email, and chat. - You will assist clients with account information, transactions, and problem resolution. - You will educate customers on Fidelity’s products and services to enhance their financial knowledge. - You will document customer interactions and maintain detailed records in our CRM system. - You will collaborate with team members and other departments to resolve complex issues. - You will adhere to company policies and compliance standards to ensure data security. - You will participate in ongoing training to stay current with industry trends and company updates. What You Bring: - You bring at least 1 year of customer service experience, preferably in financial services or a related field. - You have excellent communication skills, both verbal and written. - You are comfortable using technology and learning new software applications. - You demonstrate strong problem-solving abilities and attention to detail. - You are self-motivated and able to work independently in a remote environment. Bonus Points If You Have: - Experience with CRM systems such as Salesforce or similar platforms. - Knowledge of financial products and investment terminology. - Bilingual abilities to support a diverse client base. - Previous experience working in a remote or virtual customer service role. What We Offer: - We offer competitive compensation and comprehensive benefits including health, dental, and vision insurance. - We offer flexible work-from-home arrangements to support work-life balance. - We offer professional development opportunities and career advancement paths. - We offer a supportive team culture focused on collaboration and respect. - We offer employee wellness programs and resources. Ready to Apply? To join our team as a Customer Support Representative, please submit your resume and cover letter through our careers portal at www.fidelity.com/careers. We look forward to hearing from you!

Customer Service
Communication
Problem Solving
CRM Software
Financial Knowledge
Remote Work
Posted 5 months ago
FI

Customer Support Representative

FidelityAnywhereFull-time
View Job
Compensation$40K-50K a year

Provide exceptional customer service by assisting clients with inquiries, transactions, and problem resolution primarily from a remote setting. | At least 1 year of customer service experience, strong communication skills, proficiency with technology, and ability to work independently from home. | Job Title: Customer Support Representative Company Overview: Fidelity is a leading financial services company dedicated to helping clients achieve their financial goals through innovative solutions and exceptional service. With a strong commitment to integrity and customer satisfaction, Fidelity fosters a supportive and inclusive work environment where employees can thrive and grow. Role Overview: As a Customer Support Representative at Fidelity, you will play a vital role in delivering outstanding service to our clients primarily from a remote setting. This entry-level position is designed for individuals passionate about helping others and eager to develop their career in financial customer service. What You'll Do: - You will respond promptly and professionally to customer inquiries via phone, email, and chat. - You will assist clients with account questions, transactions, and problem resolution. - You will provide accurate information about Fidelity’s products and services. - You will document customer interactions and maintain detailed records. - You will collaborate with team members and other departments to resolve complex issues. - You will stay informed about industry trends and company updates to better assist customers. - You will contribute to a positive customer experience by demonstrating empathy and patience. What You Bring: - You bring at least 1 year of experience in customer service or a related field. - You have excellent communication skills, both verbal and written. - You are comfortable using computer systems and technology to manage customer interactions. - You possess strong problem-solving abilities and attention to detail. - You are self-motivated and able to work effectively from a home office. Bonus Points If You Have: - Experience in financial services or knowledge of investment products. - Familiarity with CRM software and customer support tools. - Bilingual abilities to support a diverse client base. - Previous remote work experience. What We Offer: - We offer comprehensive training and ongoing professional development. - We offer a flexible work-from-home schedule to support work-life balance. - We offer competitive compensation and benefits packages. - We offer a supportive team environment and opportunities for career advancement. - We offer employee wellness programs and resources. Ready to Apply? To join our team as a Customer Support Representative, please submit your resume and cover letter through our online application portal at Fidelity’s careers website. We look forward to hearing from you!

Customer Service
Communication
Problem Solving
Remote Work
Financial Services Knowledge
CRM Software
Posted 5 months ago
FI

Customer Support Representative

FidelityAnywhereFull-time
View Job
Compensation$40K-50K a year

Provide exceptional customer service by assisting clients with inquiries, resolving issues, and maintaining accurate records primarily in a remote work environment. | At least 1 year of customer service experience, strong communication and problem-solving skills, computer proficiency, and a high school diploma or equivalent. | Job Title: Customer Support Representative Company Overview: Fidelity is a leading financial services company dedicated to helping clients achieve their financial goals through innovative solutions and exceptional service. With a strong commitment to integrity and customer satisfaction, Fidelity fosters a supportive and inclusive work environment where employees can thrive and grow. Role Overview: As a Customer Support Representative at Fidelity, you will play a vital role in delivering outstanding service to our clients primarily from a remote setting. This entry-level position is designed for individuals passionate about helping others and eager to develop their career in financial services. What You'll Do: - You will respond promptly and professionally to customer inquiries via phone, email, and chat. - You will assist clients with account information, transactions, and resolving issues. - You will provide accurate information about Fidelity’s products and services. - You will document customer interactions and maintain detailed records. - You will collaborate with team members and other departments to ensure customer satisfaction. - You will identify opportunities to improve customer experience and provide feedback. - You will adhere to company policies and compliance standards. - You will participate in ongoing training to enhance your skills and knowledge. What You Bring: - You bring at least 1 year of experience in customer service or a related field. - You have excellent communication skills, both verbal and written. - You are comfortable using computers and navigating multiple software applications. - You demonstrate strong problem-solving abilities and attention to detail. - You have the ability to work independently and manage your time effectively. - You possess a high school diploma or equivalent; some college coursework is a plus. Bonus Points If You Have: - Experience in financial services or knowledge of investment products. - Bilingual skills to support diverse customer needs. - Previous remote work experience. - Familiarity with CRM systems and customer support tools. What We Offer: - We offer competitive salary and comprehensive benefits including health, dental, and vision insurance. - We offer flexible work-from-home arrangements to support work-life balance. - We offer opportunities for career advancement and professional development. - We offer a supportive team environment and access to wellness programs. - We offer paid time off and employee discounts. Ready to Apply? To join our team as a Customer Support Representative, please submit your resume and cover letter through our careers page at Fidelity.com/careers. We look forward to hearing from you!

Customer Service
Communication
Problem Solving
Time Management
Computer Literacy
Financial Knowledge
Bilingual Abilities
CRM Software
Posted 5 months ago
FI

Customer Support Representative

FidelityAnywhereFull-time
View Job
Compensation$40K-50K a year

Provide timely and accurate customer support primarily from a remote setting, assisting with account inquiries, problem resolution, and product education. | At least 1 year of customer service experience, strong communication skills, ability to work independently remotely, and proficiency with basic computer applications. | Job Title: Customer Support Representative Company Overview: Fidelity is a leading financial services company dedicated to helping clients achieve their financial goals through innovative solutions and exceptional service. With a strong commitment to integrity and customer satisfaction, Fidelity fosters a supportive and inclusive work environment where employees can thrive and grow. Role Overview: As a Customer Support Representative at Fidelity, you will play a vital role in delivering outstanding service to our clients primarily from a remote setting. This entry-level position is designed for individuals passionate about helping others and eager to develop their career in financial customer service. What You'll Do: - You will provide timely and accurate responses to customer inquiries via phone, email, and chat. - You will assist clients with account information, transactions, and problem resolution. - You will educate customers on Fidelity’s products and services to enhance their financial knowledge. - You will document customer interactions and maintain detailed records in our CRM system. - You will collaborate with team members and other departments to resolve complex issues. - You will adhere to company policies and compliance standards to ensure data security. - You will participate in ongoing training to stay current with industry trends and company updates. What You Bring: - You have at least 1 year of experience in customer service or a related field. - You possess excellent communication skills, both verbal and written. - You are comfortable working independently in a remote environment. - You have strong problem-solving abilities and a customer-focused mindset. - You are proficient with basic computer applications and willing to learn new technologies. Bonus Points If You Have: - Experience in financial services or knowledge of investment products. - Familiarity with CRM software and remote communication tools. - Bilingual abilities to support a diverse client base. - Previous experience working from home in a structured role. What We Offer: - We offer comprehensive training and professional development opportunities. - We offer a flexible work-from-home schedule to support work-life balance. - We offer competitive compensation and benefits packages. - We offer a supportive team culture that values diversity and inclusion. - We offer access to wellness programs and employee assistance resources. Ready to Apply? To join our team as a Customer Support Representative, please submit your resume and cover letter through our careers page at Fidelity.com/careers. We look forward to hearing from you!

Customer Service
Communication Skills
Problem Solving
Remote Work
CRM Software
Financial Knowledge
Posted 5 months ago

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