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FI

Fidelity Investments

via Lensa

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Banking Services Associate

Anywhere
full-time
Posted 10/3/2025
Key Skills:
Customer Service
Banking Operations
Financial Products Knowledge
Communication Skills
Problem-Solving
Attention to Detail
Computer Proficiency

Compensation

Salary Range

$40K-55K a year

Responsibilities

Assist customers with banking inquiries and transactions, provide guidance on financial products, resolve issues, maintain records, and support compliance.

Requirements

At least 2 years of customer service or banking experience, strong communication skills, knowledge of financial products, problem-solving abilities, and computer proficiency.

Full Description

Job Title: Banking Services Associate Company Overview: Fidelity Investments is a leading financial services company dedicated to helping individuals and institutions achieve their financial goals. With a strong commitment to innovation and customer satisfaction, Fidelity offers a wide range of investment solutions and banking services designed to empower clients and enhance their financial well-being. Role Overview: As a Banking Services Associate, you will play a crucial role in delivering exceptional customer service and financial support to our clients. This position is ideal for individuals who are passionate about making a positive impact and enjoy working in a dynamic, client-focused environment. What You'll Do: - You will assist customers with their banking inquiries and transactions, ensuring accuracy and efficiency. - You will provide knowledgeable guidance on Fidelity’s financial products and services to help clients make informed decisions. - You will resolve customer issues promptly and professionally, maintaining high satisfaction levels. - You will collaborate with team members to improve service delivery and operational processes. - You will maintain detailed records of customer interactions and transactions. - You will stay updated on industry trends and company policies to provide accurate information. - You will support compliance with regulatory requirements and internal controls. What You Bring: - You bring at least 2 years of experience in customer service or banking roles. - You have strong communication and interpersonal skills to engage effectively with clients. - You possess basic knowledge of financial products and banking operations. - You demonstrate problem-solving abilities and attention to detail. - You are proficient with computer systems and financial software. Bonus Points If You Have: - Experience working in a financial services environment. - Familiarity with Fidelity’s products and services. - Additional certifications related to banking or finance. - Bilingual language skills to support diverse client needs. What We Offer: - We offer competitive salary and comprehensive benefits including health, dental, and vision insurance. - We offer opportunities for professional growth and career advancement. - We offer a supportive and inclusive workplace culture. - We offer flexible work schedules to promote work-life balance. - We offer employee wellness programs and financial planning resources. Ready to Apply? To join our team as a Banking Services Associate, please submit your resume and cover letter through our careers portal at Fidelity Investments. We look forward to learning how you can contribute to our mission of making a difference in the lives of our clients.

This job posting was last updated on 10/3/2025

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