Fidelity Investments

Compensation

Full Description

Job Title: Client Services Associate Company Overview: Fidelity Investments is a global leader in financial services, dedicated to helping clients achieve their financial goals through innovative solutions and exceptional service. With a strong commitment to technology and professional development, Fidelity fosters a dynamic and supportive work environment where employees can thrive and grow. Role Overview: As a Client Services Associate, you will be the frontline representative for our clients, providing expert guidance and support to ensure a seamless investment experience. Your role is crucial in maintaining client satisfaction and fostering long-term relationships by delivering timely and accurate information. What You'll Do: - You will assist clients with account inquiries, transactions, and product information. - You will resolve client issues efficiently while maintaining a high level of professionalism. - You will collaborate with internal teams to ensure client needs are met promptly. - You will maintain accurate records of client interactions and transactions. - You will stay informed about Fidelity’s products, services, and industry trends. - You will contribute to process improvements to enhance client experience. - You will support compliance with regulatory requirements and company policies. What You Bring: - You bring at least 2 years of experience in client services or financial services. - You have strong communication and interpersonal skills. - You possess proficiency with CRM software and Microsoft Office Suite. - You demonstrate problem-solving abilities and attention to detail. - You have a customer-focused mindset and the ability to work in a fast-paced environment. Bonus Points If You Have: - Experience with investment products and financial planning. - Knowledge of industry regulations and compliance standards. - Ability to handle complex client inquiries and escalations. - Certification in financial services or related fields. What We Offer: - We offer competitive salary and comprehensive benefits including health, dental, and vision insurance. - We offer opportunities for professional development and career advancement. - We offer a flexible work environment with options for remote work. - We offer a supportive team culture that values diversity and inclusion. - We offer access to cutting-edge technology and resources. Ready to Apply? Submit your application through our careers page at Fidelity Investments and take the next step in your professional journey with us.