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 vital 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 finance and customer service, eager to contribute to a dynamic team. What You'll Do: - You will assist clients with inquiries related to their investment accounts and transactions. - You will provide timely and accurate information about Fidelity’s products and services. - You will resolve client issues efficiently while maintaining a high level of customer satisfaction. - You will collaborate with internal teams to ensure seamless client experiences. - You will document client interactions and maintain accurate records. - You will stay informed about industry trends and Fidelity’s offerings to better serve clients. - You will support the onboarding process for new clients. - You will contribute to continuous improvement initiatives within the client services team. What You Bring: - Minimum of 2 years experience in client services or financial services. - Strong knowledge of investment products and financial markets. - Excellent communication and interpersonal skills. - Ability to manage multiple tasks and prioritize effectively. - Proficiency with CRM software and Microsoft Office Suite. - Detail-oriented with strong problem-solving abilities. Bonus Points If You Have: - Experience working in a fast-paced financial services environment. - Familiarity with regulatory compliance and industry standards. - Additional certifications such as FINRA Series 7 or 63. - 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 that supports 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 application through our careers page at Fidelity Investments. We look forward to exploring how you can contribute to our team and grow your career with us.