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Fidelity Investments

via Lensa

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Entry Level Customer Service Representative- Merrimack, NH

Anywhere
full-time
Posted 9/24/2025
Key Skills:
Customer Service
Communication Skills
Problem Solving
CRM Software
Team Collaboration
Financial Services Knowledge

Compensation

Salary Range

$40K-50K a year

Responsibilities

Provide exceptional customer service by responding to inquiries, resolving issues, and supporting clients with their accounts.

Requirements

High school diploma or equivalent, excellent communication skills, problem-solving abilities, and a customer-focused mindset.

Full Description

Job Title: Entry Level Customer Service Representative 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 employee growth and development, Fidelity fosters a collaborative and inclusive work environment where new talent can thrive. Role Overview: As an Entry Level Customer Service Representative, also known as a Customer Relationship Advocate (CRA), you will be the first point of contact for clients, providing outstanding service and support. This role is designed to accelerate your career growth through personalized training and skill development, preparing you for future opportunities within Fidelity. What You'll Do: - You will respond to customer inquiries via phone, email, and chat with professionalism and empathy. - You will assist clients with account information, transactions, and problem resolution. - You will build strong relationships by understanding client needs and providing tailored solutions. - You will collaborate with team members and other departments to ensure seamless service delivery. - You will participate in ongoing training programs to enhance your product knowledge and customer service skills. - You will document customer interactions accurately and maintain up-to-date records. - You will contribute to continuous improvement initiatives by providing feedback and suggestions. What You Bring: - You have a high school diploma or equivalent; some college coursework is a plus. - You possess excellent communication skills, both verbal and written. - You have strong problem-solving abilities and a customer-focused mindset. - You are comfortable using computer systems and learning new technologies. - You demonstrate a positive attitude and eagerness to learn and grow. - You have the ability to work effectively in a team-oriented environment. Bonus Points If You Have: - Previous customer service or call center experience. - Familiarity with financial products or services. - Bilingual skills, especially in Spanish. - Experience with CRM software or similar tools. What We Offer: - We offer comprehensive training and development programs to support your career growth. - We offer competitive compensation and benefits packages. - We offer a supportive and inclusive workplace culture. - We offer opportunities for advancement within Fidelity. - We offer flexible work schedules and remote work options. Ready to Apply? To join our team as an Entry Level Customer Service Representative, please submit your resume and cover letter through our online application portal at Fidelity Investments careers page. We look forward to helping you start your career journey with us!

This job posting was last updated on 9/24/2025

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