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 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 exceptional support and guidance to ensure a seamless investment experience. Your role is crucial in maintaining client satisfaction and supporting the broader team in delivering Fidelity’s premier investment services. What You'll Do: - You will respond promptly and professionally to client inquiries via phone, email, and chat. - You will assist clients with account management, transactions, and product information. - You will collaborate with internal teams to resolve client issues efficiently. - You will maintain accurate client records and documentation. - You will identify opportunities to educate clients about Fidelity’s products and services. - You will support compliance and regulatory requirements in all client interactions. - You will contribute to continuous improvement initiatives to enhance client experience. What You Bring: - You bring 2+ years of experience in client service 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 basic understanding of investment products and financial markets. Bonus Points If You Have: - Experience with Fidelity’s platforms or similar financial technology. - Knowledge of regulatory compliance in financial services. - Additional certifications such as FINRA Series 6 or 7. - Multilingual abilities 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 development and career advancement. - We offer a flexible work environment with options for remote work. - We offer a supportive team culture focused on innovation and growth. - We offer access to cutting-edge technology and resources. Ready to Apply? Submit your resume and cover letter through our online application portal at Fidelity Investments careers page. Join us and invest in your future today!