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FI

Fidelity Investments

via Lensa

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Entry Level Customer Service Representative- Merrimack, NH

Anywhere
full-time
Posted 9/25/2025
Key Skills:
Customer Service
Communication Skills
Problem Solving
Basic Computer Skills
Team Collaboration
Compliance Knowledge

Compensation

Salary Range

$40K-50K a year

Responsibilities

Provide personalized client support, resolve inquiries, document interactions, collaborate with teams, participate in training, and maintain compliance.

Requirements

High school diploma or equivalent, excellent communication, problem-solving skills, basic computer proficiency, and eagerness to learn.

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 personalized support and guidance. This role is designed to accelerate your career growth through comprehensive training and skill development, preparing you for future opportunities within Fidelity. What You'll Do: - You will engage with clients to address inquiries and resolve issues promptly and professionally. - You will provide detailed information about Fidelity’s products and services to help clients make informed decisions. - You will document client interactions accurately to ensure seamless service continuity. - You will collaborate with team members and other departments to enhance the client experience. - You will participate in ongoing training sessions to develop your customer service and financial knowledge. - You will identify opportunities to improve processes and contribute to team goals. - You will maintain compliance with company policies and regulatory requirements. What You Bring: - You bring a high school diploma or equivalent; a college degree is a plus. - You have excellent communication skills, both verbal and written. - You have strong problem-solving abilities and a customer-focused mindset. - You have basic computer proficiency and the ability to learn new software quickly. - You are eager to learn and grow within a dynamic financial services environment. Bonus Points If You Have: - Previous customer service or call center experience. - Familiarity with financial products or the investment industry. - Bilingual abilities to support diverse client needs. - Experience working in a fast-paced, team-oriented setting. What We Offer: - We offer comprehensive training and mentorship programs to support your career development. - We offer competitive compensation and benefits packages. - We offer a collaborative and inclusive workplace culture. - We offer opportunities for advancement within Fidelity. - We offer wellness programs and employee resource groups. Ready to Apply? To join our team as an Entry Level Customer Service Representative, please submit your application through the Fidelity Investments careers portal. We look forward to helping you launch your career with us!

This job posting was last updated on 9/25/2025

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