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 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 in delivering Fidelity’s premier investment platform. 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. What You Bring: - You bring 2+ years of experience in client service or financial services. - You have strong communication and interpersonal skills. - You possess proficiency with CRM software and Microsoft Office Suite. - You demonstrate problem-solving abilities and attention to detail. - You have a basic understanding of investment products and financial markets. Bonus Points If You Have: - Experience working in a financial services or investment environment. - Knowledge of regulatory compliance and industry standards. - Ability to manage multiple priorities in a fast-paced setting. - Certification such as FINRA Series 6 or 7 is a plus. 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? Submit your resume and cover letter through our online application portal at Fidelity Investments careers page. We look forward to investing in your future with us.