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 collaborative environment where employees can thrive and grow. Role Overview: As a Client Services Associate, you will play a crucial role in delivering outstanding support 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 client success and eager to contribute to a dynamic team. 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 complex client issues efficiently. - You will maintain accurate client records and documentation. - You will stay informed about Fidelity’s products, services, and industry trends to provide knowledgeable support. - You will contribute to process improvements to enhance client experience. - You will participate in training sessions to continuously develop your skills. What You Bring: - Minimum of 2 years experience in client service or financial services. - Strong communication skills, both verbal and written. - Proficiency with CRM software and Microsoft Office Suite. - Ability to manage multiple tasks and prioritize effectively. - Detail-oriented with strong problem-solving abilities. Bonus Points If You Have: - Experience in investment or wealth management services. - Knowledge of financial regulations and compliance. - Familiarity with financial planning tools and platforms. - Bilingual abilities are a plus. What We Offer: - We offer competitive salary and comprehensive benefits package. - We offer opportunities for professional growth and career advancement. - We offer flexible work arrangements to support work-life balance. - We offer a collaborative and inclusive workplace culture. - We offer access to cutting-edge technology and resources. Ready to Apply? Submit your application through our careers page at Fidelity Investments. Join us and invest in your future today!