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 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 service 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 the ability to manage multiple tasks in a fast-paced environment. Bonus Points If You Have: - Experience with investment products and financial planning. - Knowledge of regulatory compliance in financial services. - Familiarity with Fidelity’s platforms and tools. - Additional language skills to support diverse client needs. 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 supporting work-life balance. - We offer access to cutting-edge technology and resources. - We offer a supportive and inclusive company culture. 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. We look forward to investing in your future with us.