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 be the frontline representative for our clients, providing exceptional support and guidance to ensure a seamless investment experience. Your role is vital 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 on Fidelity’s products and services. - You will contribute to process improvements to enhance client experience. - You will stay informed about industry trends and Fidelity’s offerings. - You will support compliance and regulatory requirements in all client interactions. What You Bring: - Minimum of 2 years experience in client service or financial services. - Strong communication and interpersonal skills. - Proficiency with CRM software and Microsoft Office Suite. - Ability to manage multiple tasks and prioritize effectively. - Detail-oriented with strong problem-solving abilities. - Knowledge of investment products and financial regulations is preferred. Bonus Points If You Have: - Experience working in a financial services firm. - Familiarity with Fidelity’s platforms and tools. - Certification in financial planning or related fields. - Bilingual abilities to support diverse client base. What We Offer: - We offer competitive salary and comprehensive benefits package. - We offer opportunities for professional development and career advancement. - We offer a flexible work environment supporting work-life balance. - We offer access to cutting-edge technology and resources. - We offer a supportive and inclusive company culture. Ready to Apply? Submit your resume and cover letter through our online application portal at Fidelity Investments careers page. We look forward to investing in your future with us.