Fidelity Investments

Compensation

Full Description

Job Title: Financial Customer Associate - Merrimack Company Overview: Fidelity Investments is a leading financial services company dedicated to helping individuals and institutions achieve their financial goals. With a commitment to innovation and customer-centric solutions, we provide a wide range of investment management, retirement planning, portfolio guidance, and brokerage services. Role Overview: As a Financial Customer Associate at our Merrimack site, you will play a vital role in delivering exceptional service to our clients. This position is designed for individuals who are passionate about making a positive impact and providing expert financial guidance to customers. What You'll Do: - You will assist customers with their financial inquiries and provide tailored solutions to meet their needs. - You will manage account transactions, including deposits, withdrawals, and transfers. - You will educate clients on Fidelity’s products and services to help them make informed decisions. - You will resolve customer issues promptly and professionally, ensuring a positive experience. - You will collaborate with team members to improve service delivery and operational efficiency. - You will maintain accurate records of customer interactions and transactions. - You will stay updated on industry trends and regulatory requirements to ensure compliance. - You will contribute to a supportive and inclusive team environment. What You Bring: - Minimum of 2 years of experience in customer service or financial services. - Strong communication and interpersonal skills. - Ability to analyze financial information and provide sound advice. - Proficiency with financial software and CRM systems. - Detail-oriented with excellent organizational skills. - Ability to handle sensitive information with confidentiality. Bonus Points If You Have: - Experience working in a financial institution or investment firm. - Knowledge of retirement planning and investment products. - Certification such as Series 6, Series 7, or similar financial licenses. - Bilingual abilities to support diverse client needs. What We Offer: - We offer competitive salary and comprehensive benefits package. - We offer opportunities for professional growth and development. - We offer a collaborative and inclusive work culture. - We offer flexible work schedules and remote work options. - We offer wellness programs and employee assistance resources. Ready to Apply? If you are ready to make a meaningful difference and grow your career with Fidelity Investments, please submit your application through our careers portal or contact our recruitment team for more information.