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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
Problem Solving
Interpersonal Skills
Technology Proficiency
Attention to Detail
Team Collaboration
Financial Knowledge

Compensation

Salary Range

$40K-50K a year

Responsibilities

Provide personalized customer support, resolve inquiries, maintain records, collaborate with team, participate in training, and ensure compliance.

Requirements

High school diploma or equivalent, strong communication skills, desire to learn, technology proficiency, problem-solving abilities, and ability to work in a fast-paced environment.

Full Description

Job Title: Entry Level Customer Service Representative Company Overview: Fidelity Investments is a leading financial services corporation 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 personalized support and guidance. This role is designed to accelerate your career growth through comprehensive training and skill development, preparing you for a successful future in the financial services industry. What You'll Do: - You will engage with clients to understand their needs and provide tailored solutions. - You will resolve customer inquiries and issues efficiently and professionally. - You will maintain accurate records of customer interactions and transactions. - You will collaborate with team members to enhance service delivery and client satisfaction. - You will participate in ongoing training programs to develop your financial knowledge and customer service skills. - You will contribute to a positive team environment by sharing insights and supporting colleagues. - You will adhere to company policies and regulatory requirements to ensure compliance. What You Bring: - You have a high school diploma or equivalent; a college degree is a plus. - You possess excellent communication and interpersonal skills. - You have a strong desire to learn and grow within the financial services industry. - You are comfortable using technology and customer service software. - You demonstrate problem-solving abilities and attention to detail. - You are able to work in a fast-paced environment and manage multiple tasks effectively. Bonus Points If You Have: - Previous customer service or call center experience. - Basic knowledge of financial products and services. - Bilingual abilities. - Experience working in a team-oriented environment. What We Offer: - We offer comprehensive training and career development opportunities. - We offer competitive compensation and benefits packages. - We offer a supportive and inclusive workplace culture. - We offer opportunities for advancement within Fidelity Investments. - We offer flexible work schedules to support work-life balance. Ready to Apply? Submit your application through the Fidelity Investments careers portal and take the first step toward a rewarding career in financial services.

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

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