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 personalized service. With a strong commitment to integrity and excellence, we empower individuals and institutions to make informed financial decisions. Role Overview: As a Financial Customer Associate at our Merrimack site, you will play a vital role in delivering exceptional customer service and financial guidance. This position allows you to apply your skills and knowledge to make a meaningful impact on clients' financial well-being. 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 positive and professional demeanor. - You will educate clients on account features, investment options, and financial planning tools. - You will process transactions and ensure compliance with company policies and regulatory requirements. - You will collaborate with team members to improve service delivery and client satisfaction. - You will maintain detailed records of client interactions and transactions. - You will stay updated on industry trends and Fidelity's product offerings to provide informed advice. What You Bring: - Minimum of 2 years of experience in customer service or financial services. - Strong communication and interpersonal skills to engage effectively with clients. - Basic knowledge of financial products, investment principles, and regulatory guidelines. - Ability to handle multiple tasks and prioritize in a fast-paced environment. - Proficiency with computer systems and financial software. Bonus Points If You Have: - Experience working in a financial institution or call center environment. - Certification or coursework in finance, investments, or related fields. - Bilingual abilities to support diverse client needs. - Demonstrated problem-solving skills and a proactive approach to 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 workplace culture. 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 hearing from you!