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-driven investment platforms and a culture that fosters professional growth, Fidelity empowers its employees to thrive in a dynamic and supportive environment. 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 products and services. This role is designed for individuals passionate about finance and customer service, eager to contribute to a team that values innovation and client satisfaction. 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. 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 proficiency with CRM software and Microsoft Office Suite. - You demonstrate problem-solving abilities and attention to detail. - You have a customer-focused mindset and the ability to work in a fast-paced environment. Bonus Points If You Have: - Experience with investment products or financial planning. - Knowledge of regulatory compliance in financial services. - Familiarity with digital banking platforms and fintech tools. - Certification in financial services or customer service excellence. 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 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? To join our team at Fidelity Investments 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 us.