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 expert guidance and support to ensure a seamless investment experience. This role is essential in maintaining strong client relationships and delivering Fidelity's premier investment platform services. What You'll Do: - You will assist clients with account inquiries, transactions, and product information. - You will resolve client issues promptly and efficiently, ensuring high satisfaction. - You will collaborate with internal teams to provide comprehensive solutions. - You will maintain accurate client records and documentation. - You will stay informed about Fidelity’s products, services, and industry trends. - You will support the onboarding process for new clients. - You will contribute to continuous improvement initiatives within the client services team. What You Bring: - You bring 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 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 and industry standards. - Additional certifications such as FINRA Series 7 or 63. - 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 collaboration and innovation. - 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.