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FI

Fidelity

via Lensa

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Customer Support Representative

Anywhere
full-time
Posted 9/15/2025
Key Skills:
Customer Service
Communication
Problem Solving
CRM Software
Financial Knowledge
Remote Work

Compensation

Salary Range

$40K-50K a year

Responsibilities

Provide timely and accurate customer support primarily from a remote setting, assisting with account inquiries, transactions, and problem resolution while maintaining compliance and documentation.

Requirements

At least 1 year of customer service experience, strong communication skills, proficiency with technology, and ability to work independently in a remote environment.

Full Description

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!

This job posting was last updated on 9/15/2025

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