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 expert support to our clients. What You'll Do: - You will assist clients with their financial inquiries and provide tailored solutions to meet their needs. - You will manage account transactions accurately and efficiently. - You will educate clients on Fidelity’s products and services to help them make informed decisions. - You will resolve customer issues promptly while maintaining a high level of professionalism. - You will collaborate with team members to enhance service delivery and client satisfaction. - You will maintain up-to-date knowledge of financial regulations and company policies. - You will document client interactions and transactions thoroughly. - You will contribute to continuous improvement initiatives within the customer service team. What You Bring: - Minimum of 2 years of experience in customer service or financial services. - Strong communication and interpersonal skills. - Proficiency with financial software and CRM systems. - Ability to handle sensitive information with confidentiality. - Detail-oriented with excellent problem-solving abilities. - High school diploma or equivalent; Bachelor’s degree preferred. Bonus Points If You Have: - Experience in the investment or banking industry. - Knowledge of retirement planning and investment products. - Certification in financial services or customer service. - Bilingual abilities. What We Offer: - We offer competitive salary and comprehensive benefits package. - We offer opportunities for professional growth and development. - We offer a supportive and inclusive work environment. - We offer flexible work schedules and wellness programs. - We offer employee discounts and financial planning resources. Ready to Apply? To join our team as a Financial Customer Associate in Merrimack, please submit your resume and cover letter through our careers portal at Fidelity Investments. We look forward to helping you grow your career with us.