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 vital 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. - 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 up-to-date knowledge of banking regulations and compliance requirements. - You will document customer interactions and transactions accurately in the system. - You will support the onboarding of new clients by facilitating account setup and verification. - You will participate in ongoing training to enhance your financial and customer service skills. What You Bring: - Minimum of 2 years of experience in banking, financial services, or customer service roles. - Strong communication and interpersonal skills with a customer-centric approach. - Proficiency in using financial software and CRM systems. - Ability to handle confidential information with discretion and professionalism. - Detail-oriented with excellent problem-solving abilities. - High school diploma or equivalent; Bachelor’s degree preferred. Bonus Points If You Have: - Experience working in a fast-paced financial services environment. - Knowledge of investment products and retirement planning. - Bilingual skills, particularly in Spanish and English. - 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 workplace culture that values diversity. - We offer flexible work schedules and remote work options. - 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 helping you build a rewarding career with us.