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Fidelity Investments

via Lensa

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Customer Support Representative - Merrimack

Anywhere
full-time
Posted 10/2/2025
Key Skills:
Customer Service
Communication
Problem Solving
CRM Software
Financial Services Knowledge
Multitasking

Compensation

Salary Range

$50K-60K a year

Responsibilities

Assist customers with financial inquiries, resolve issues, and maintain accurate records to ensure a positive client experience.

Requirements

1-2 years of customer service experience, strong communication skills, problem-solving abilities, and familiarity with CRM software.

Full Description

Job Title: Customer Support Representative - Merrimack Company Overview: Fidelity Investments is a leading financial services corporation dedicated to helping individuals and institutions achieve their financial goals. With a commitment to innovation and customer-centric solutions, we provide a wide range of investment management, retirement planning, portfolio guidance, and brokerage services. Role Overview: As a Customer Support Representative at our Merrimack site, you will play a vital role in delivering exceptional service to our clients. Your purpose is to assist customers with their financial inquiries, resolve issues efficiently, and contribute to a positive client experience. 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 identify and resolve customer issues, escalating complex cases when necessary. - You will maintain accurate records of customer interactions and transactions. - You will collaborate with internal teams to ensure seamless service delivery. - You will stay informed about Fidelity’s products, services, and industry trends. - You will contribute to continuous improvement initiatives to enhance customer satisfaction. What You Bring: - You bring at least 1-2 years of experience in customer service, preferably in financial services. - You have strong communication skills, both verbal and written. - You possess problem-solving abilities and a customer-focused mindset. - You are comfortable using CRM software and other digital tools. - You demonstrate attention to detail and the ability to multitask effectively. Bonus Points If You Have: - Experience with financial products and services. - Knowledge of investment and retirement planning. - Bilingual abilities to support diverse client needs. - Previous experience in a fast-paced call center environment. What We Offer: - We offer comprehensive training and ongoing professional development. - We offer competitive salary and performance-based incentives. - We offer a supportive and inclusive work environment. - We offer health, dental, and vision insurance plans. - We offer 401(k) retirement savings plan with company match. Ready to Apply? To join our team as a Customer Support Representative in Merrimack, 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 10/2/2025

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