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 and other departments to ensure seamless client experiences. - You will identify opportunities to educate clients on financial products that meet their needs. - You will maintain detailed records of client interactions and transactions. - You will stay informed about industry trends and company updates to provide relevant advice. - You will contribute to a positive team environment by sharing knowledge and supporting colleagues. What You Bring: - Minimum of 2 years of experience in customer service or financial services. - Strong communication skills, both verbal and written. - Ability to handle sensitive financial information with discretion and integrity. - Proficiency in using financial software and CRM systems. - Detail-oriented with excellent problem-solving abilities. - Ability to work effectively in a fast-paced, team-oriented environment. Bonus Points If You Have: - Experience working in the investment or banking industry. - Knowledge of financial products such as mutual funds, retirement accounts, and insurance. - Certification in financial planning or related fields. - Bilingual skills to support a diverse client base. What We Offer: - We offer competitive salary and comprehensive benefits including health, dental, and vision insurance. - We offer opportunities for professional development and career advancement. - We offer a supportive and inclusive workplace culture. - We offer flexible work schedules and wellness programs. - We offer employee discounts and financial planning resources. 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 helping clients succeed financially.