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 in our systems. - 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 participate in training sessions to continuously develop your skills. 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 in a fast-paced environment. - Detail-oriented mindset with strong problem-solving abilities. 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 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 growth through training and development programs. - 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? To join our team 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 Fidelity Investments.