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 document interactions thoroughly. - 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 support compliance with regulatory requirements and company policies. What You Bring: - Minimum of 2 years experience in client services or financial services support. - Strong communication skills, both verbal and written. - Proficiency with CRM software and Microsoft Office Suite. - Ability to manage multiple tasks and prioritize effectively in a fast-paced environment. - Detail-oriented with strong problem-solving skills. Bonus Points If You Have: - Experience working in the investment or financial services industry. - Knowledge of investment products and financial regulations. - Familiarity with Fidelity’s platforms and tools. - Bilingual abilities or additional language skills. 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 innovation and growth. - 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 learning how you can contribute to our continued success.