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Fidelity Investments

via Lensa

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Customer Support Representative - Merrimack

Anywhere
full-time
Posted 10/4/2025
Key Skills:
Customer Service
Communication
CRM Software
Problem Solving
Microsoft Office
Financial Services

Compensation

Salary Range

$50K-65K a year

Responsibilities

Provide expert customer support by responding to inquiries, resolving issues, and maintaining accurate records to enhance client satisfaction.

Requirements

Minimum 2 years customer service or financial services experience, strong communication skills, proficiency with CRM and Microsoft Office, and ability to multitask in a fast-paced environment.

Full Description

Job Title: Customer Support Representative - Merrimack Company Overview: Fidelity Investments is a leading financial services company dedicated to helping clients achieve their financial goals through innovative solutions and exceptional service. With a strong commitment to integrity and customer satisfaction, we empower individuals and businesses to make informed financial decisions. Role Overview: As a Customer Support Representative at our Merrimack site, you will play a vital role in delivering outstanding service to our clients. You will be the first point of contact, providing expert guidance and support to help customers navigate their financial needs effectively. What You'll Do: - You will respond promptly and professionally to customer inquiries via phone, email, and chat. - You will assist clients with account information, transactions, and product details. - You will resolve customer issues by identifying problems and providing appropriate solutions. - You will maintain accurate records of customer interactions and transactions. - You will collaborate with internal teams to ensure seamless service delivery. - You will stay updated on Fidelity’s products, services, and industry trends. - You will contribute to continuous improvement initiatives to enhance customer experience. What You Bring: - You have at least 2 years of experience in customer service or financial services. - You possess strong communication and interpersonal skills. - You are proficient with CRM software and Microsoft Office Suite. - You demonstrate problem-solving abilities and attention to detail. - You have the ability to manage multiple tasks efficiently in a fast-paced environment. Bonus Points If You Have: - Experience in the financial services industry. - Knowledge of investment products and financial regulations. - Bilingual abilities, especially in Spanish or French. - Previous experience with Fidelity’s systems or similar platforms. What We Offer: - We offer competitive salary and comprehensive benefits including health, dental, and vision insurance. - We offer opportunities for professional growth and career advancement. - We offer a supportive and inclusive work environment. - We offer paid time off and employee wellness programs. - We offer flexible scheduling options to support work-life balance. Ready to Apply? To join our team as a Customer Support Representative, please submit your resume and cover letter through our careers portal at www.fidelitycareers.com. We look forward to hearing from you!

This job posting was last updated on 10/4/2025

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