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 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: - You have 2+ years of experience in client services or financial services. - You possess strong communication and interpersonal skills. - You have a solid understanding of investment products and financial markets. - You are proficient with CRM software and Microsoft Office Suite. - You demonstrate problem-solving abilities and attention to detail. Bonus Points If You Have: - Experience working in a financial services firm or investment environment. - Knowledge of regulatory requirements related to client services. - Certification such as FINRA Series 7 or 63. - Multilingual abilities 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 promoting work-life balance. - We offer access to cutting-edge technology and resources. - We offer a supportive and inclusive company culture. Ready to Apply? Please submit your resume and cover letter through our careers portal at Fidelity Investments. We look forward to learning how you can contribute to our team and help clients achieve their financial goals.