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 client interactions and transactions. - You will stay informed about industry trends and Fidelity’s offerings to provide up-to-date advice. - You will contribute to a positive team environment by supporting colleagues and participating in training sessions. What You Bring: - Minimum of 2 years of experience in customer service or financial services. - Strong communication skills with the ability to explain complex financial concepts clearly. - Proficiency in using financial software and CRM systems. - Detail-oriented with excellent organizational skills. - Ability to handle sensitive information with confidentiality and discretion. - Problem-solving mindset with a focus on client satisfaction. Bonus Points If You Have: - Experience working in a financial institution or investment firm. - Knowledge of retirement planning, mutual funds, or brokerage accounts. - Certification such as Series 6, Series 7, or similar financial licenses. - Bilingual abilities to support a diverse client base. 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 work schedules to support work-life balance. - We offer ongoing professional development and training opportunities. - We offer a collaborative 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 www.fidelitycareers.com. We look forward to hearing from you!