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 play a crucial role in delivering outstanding service to our clients by addressing their needs and providing expert guidance on our investment products and services. This role is designed for individuals passionate about finance and client relations, eager to contribute to a team that values innovation and professional growth. 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 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. - You will participate in ongoing training and development opportunities. What You Bring: - You bring at least 2 years of experience in client services or financial services. - You have strong communication skills, both verbal and written. - You possess excellent problem-solving abilities and attention to detail. - You are proficient with Microsoft Office and comfortable learning new technology platforms. - You demonstrate a customer-focused mindset and the ability to work collaboratively. Bonus Points If You Have: - Experience with investment products or financial planning. - Knowledge of industry regulations and compliance standards. - Familiarity with CRM software and client management tools. - Previous experience in a fast-paced financial services environment. What We Offer: - We offer competitive salary and comprehensive benefits including health, dental, and vision insurance. - We offer flexible work arrangements to support work-life balance. - We offer professional development programs and career advancement opportunities. - We offer a collaborative and inclusive company culture. - We offer access to cutting-edge technology and resources. Ready to Apply? To join our team as a Client Services Associate, please submit your resume and cover letter through our careers portal at www.fidelitycareers.com. We look forward to investing in your future with Fidelity Investments.