Financial Customer Associate
Fidelity Investments is a privately held, Boston-headquartered financial services company providing investing, trading, retirement, wealth management, brokerage, workplace benefits, custody and clearing, and digital-asset services.
About Fidelity Investments
Fidelity serves individual investors, employers, wealth-management firms, institutions, innovators, and charitable donors through diversified financial-services businesses. Current offerings include brokerage and trading, mutual funds and exchange-traded products, retirement and workplace savings, financial planning and advice, wealth management, institutional custody and clearing, and crypto/digital-asset products.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will assist customers with 401k account balances, withdrawals, loans, account maintenance, education, and resources through voice or digital channels. You will build rapport, resolve customer needs, troubleshoot basic technology issues, and complete a 14-week training cohort before progressing to more sophisticated customer calls.
Requirements
- At least 1 year of customer service experience
- High school diploma or GED
- Effective communication
- Listening skills
- Basic technology troubleshooting
- Ability to work in office and at home
- Ability to handle customer conversations and resolutions
Responsibilities
- Answer customer questions about 401k accounts
- Assist with withdrawals, loans, and account maintenance
- Provide customer education and resources
- Support customers through voice and digital channels
- Establish rapport with customers
- Resolve customer situations and conversations
- Troubleshoot basic technology issues
- Complete the 14-week training program
Benefits
- Well-being support
- Career coaching
- Rewards and recognition
- Opportunity to work extra hours based on business needs and availability