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 strong commitment to innovation and customer service, Fidelity offers a wide range of investment solutions and retirement planning services. Our Merrimack site is a vibrant hub where teamwork and professional growth are highly valued. Role Overview: As a Financial Customer Associate at our Merrimack location, you will play a crucial role in delivering exceptional service to our clients. This position is designed for individuals who are passionate about making a positive impact through customer support and financial guidance. You will be the first point of contact for clients, helping them navigate their financial needs with confidence and care. What You'll Do: - You will provide timely and accurate responses to client inquiries regarding their financial accounts and services. - You will assist clients with account maintenance, transactions, and problem resolution. - You will educate clients on Fidelity’s products and services to help them make informed financial decisions. - You will collaborate with internal teams to ensure seamless client experiences. - You will document client interactions and maintain detailed records in compliance with company policies. - You will identify opportunities to enhance client satisfaction and contribute to process improvements. - You will stay updated on industry trends and regulatory changes affecting client accounts. What You Bring: - You bring at least 2 years of experience in customer service, preferably within the financial services industry. - You have strong communication skills, both verbal and written, with the ability to explain complex information clearly. - You possess excellent problem-solving abilities and attention to detail. - You are proficient with computer systems and financial software applications. - You demonstrate a customer-first mindset and the ability to handle sensitive information with discretion. Bonus Points If You Have: - Experience with Fidelity’s platforms or similar financial services technology. - Knowledge of investment products, retirement accounts, and financial regulations. - Bilingual abilities to support a diverse client base. - Previous experience in a call center or high-volume customer service environment. 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 focused on employee well-being. 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 learning how you can contribute to our mission of empowering clients to achieve financial success.