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, ensuring accuracy and compliance with company policies. - You will educate clients on Fidelity’s products and services to help them make informed decisions. - You will resolve customer issues promptly and professionally, maintaining high satisfaction levels. - You will collaborate with team members to improve processes and enhance the customer experience. - You will maintain up-to-date knowledge of financial regulations and industry trends. - You will document client interactions and transactions accurately in the system. - You will participate in ongoing training to develop your financial expertise and customer service skills. What You Bring: - Minimum of 2 years of experience in customer service or financial services. - Strong communication and interpersonal skills with a customer-focused mindset. - Ability to handle multiple tasks efficiently in a fast-paced environment. - Proficiency with financial software and Microsoft Office Suite. - Detail-oriented with strong problem-solving abilities. - High school diploma or equivalent; Bachelor’s degree preferred. Bonus Points If You Have: - Experience working in a financial institution or investment firm. - Knowledge of retirement plans, mutual funds, and 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 professional development opportunities and tuition reimbursement. - We offer a collaborative and inclusive work environment where your contributions are valued. 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 helping you grow your career with Fidelity Investments.