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 their careers. 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 with operational excellence. 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 enhance client experience and suggest improvements. - You will stay informed about Fidelity’s products, services, and industry trends. - You will support compliance and regulatory requirements in all client interactions. - You will contribute to team goals and participate in training and development programs. What You Bring: - Minimum of 2 years experience in client service or financial services roles. - Strong communication skills, both verbal and written. - Proficiency with CRM software and Microsoft Office Suite. - Ability to manage multiple tasks and prioritize effectively. - Detail-oriented with strong problem-solving skills. - A customer-focused mindset with a commitment to excellence. Bonus Points If You Have: - Experience in the investment or financial services industry. - Knowledge of financial products and investment platforms. - Familiarity with regulatory compliance standards. - Bilingual abilities or additional language skills. What We Offer: - We offer competitive salary and comprehensive benefits including health, dental, and vision insurance. - We offer flexible work arrangements to support work-life balance. - We offer ongoing professional development and career advancement opportunities. - We offer a collaborative and inclusive workplace culture. - We offer access to cutting-edge technology and resources. Ready to Apply? Submit your resume and cover letter through our online application portal at Fidelity Investments careers page. Join us and invest in your future today!