Fidelity Investments

Compensation

Full Description

Job Title: Banking Services Associate Company Overview: Fidelity Investments is a leading financial services corporation 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 foster 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 financial services. - You have strong communication and interpersonal skills to engage effectively with clients. - You possess basic knowledge of banking products, financial regulations, and compliance standards. - You demonstrate problem-solving abilities and attention to detail. - You are proficient with computer systems and financial software applications. Bonus Points If You Have: - Experience working in a financial institution or investment firm. - Familiarity with Fidelity’s products and services. - Bilingual skills, especially in Spanish. - Certification in financial services or customer service excellence. 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 within Fidelity. - We offer a supportive and inclusive work environment that values diversity. - We offer flexible work schedules and wellness programs to promote work-life balance. - We offer employee discounts 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.