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 investment 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 process transactions and account updates with attention to detail and compliance. - You will educate clients on investment options and help them navigate their financial plans. - You will collaborate with team members to enhance service delivery and client satisfaction. - You will maintain up-to-date knowledge of industry trends and company policies. - You will document client interactions and ensure data accuracy in our systems. What You Bring: - You bring at least 2 years of experience in customer service or financial services. - You have strong communication skills, both verbal and written. - You possess a solid understanding of financial products and investment principles. - You demonstrate problem-solving abilities and attention to detail. - You are proficient with computer systems and financial software. Bonus Points If You Have: - Experience working in a financial institution or investment firm. - Knowledge of regulatory compliance and financial industry standards. - Certification such as Series 6, Series 7, or similar licenses. - Bilingual abilities to support diverse client needs. 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 opportunities for professional development and career growth. - We offer a supportive and inclusive work environment. - We offer competitive compensation and performance-based bonuses. 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!