Fidelity Investments

Compensation

Full Description

Job Title: Financial Customer Associate - 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 Financial Customer Associate at our Merrimack site, you will play a vital role in delivering outstanding customer service and financial guidance. This position is designed for individuals who are passionate about making a positive impact and providing personalized support to our clients. What You'll Do: - You will assist clients with their financial inquiries and provide accurate information about Fidelity’s products and services. - You will resolve customer issues efficiently while maintaining a high level of professionalism and empathy. - You will process transactions and account updates in compliance with company policies and regulatory requirements. - You will collaborate with team members to ensure seamless service delivery and share best practices. - You will identify opportunities to educate clients on financial planning and investment options. - You will maintain detailed records of customer interactions and transactions. - You will stay informed about industry trends and Fidelity’s evolving product offerings. What You Bring: - You bring at least 2 years of experience in customer service, preferably within the financial services industry. - You have strong communication skills, both verbal and written, with the ability to explain complex financial concepts clearly. - You possess excellent problem-solving abilities and a customer-focused mindset. - You are proficient with computer systems and financial software applications. - You demonstrate attention to detail and the ability to manage multiple tasks efficiently. Bonus Points If You Have: - Experience with investment products and financial planning tools. - Knowledge of regulatory compliance and financial industry standards. - Previous experience working in a call center or client-facing financial role. - Certification or coursework related to finance or customer service. What We Offer: - We offer comprehensive health, dental, and vision insurance plans. - We offer a 401(k) retirement savings plan with company match. - We offer paid time off and flexible scheduling options. - We offer opportunities for professional development and career advancement. - We offer a supportive and inclusive work environment that values diversity. Ready to Apply? To join our team as a Financial Customer Associate in Merrimack, please submit your resume and cover letter through our online application portal at Fidelity Investments careers page. We look forward to hearing from you!