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FI

Fidelity

via Lensa

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Customer Support Representative

Anywhere
full-time
Posted 9/14/2025
Key Skills:
Customer Service
Communication Skills
Problem Solving
CRM Software
Remote Work
Financial Services Knowledge
Bilingual
Microsoft Office

Compensation

Salary Range

$40K-50K a year

Responsibilities

Provide timely and accurate customer support primarily via phone, email, and chat while maintaining detailed records and adhering to compliance standards.

Requirements

At least 1 year of customer service experience, strong communication and problem-solving skills, ability to work remotely, and basic computer proficiency.

Full Description

Job Title: Customer Support Representative 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 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 making a positive impact by assisting customers with their financial inquiries and needs. 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 financial products and customer service best practices. 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 in financial services or knowledge of investment products. - Bilingual abilities to support a diverse customer base. - Previous remote work experience demonstrating self-motivation and discipline. - Certification in customer service or financial services is a plus. 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 to promote overall well-being. 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!

This job posting was last updated on 9/14/2025

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