Client Service Associate

4 weeks ago

Merrimack, United States Fidelity Investments Full time
Job Description:

The Role
Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity’s valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more 


What to expect… 
As a new CRA, you’ll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones:

1. Licensing Preparation
In the first months, you’ll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE®, Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we’re here to support you every step of the way (Learn More)


2. Skill Development 
In the following months, you’ll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 

3. Proficiency
As you gain confidence and proficiency in serving customers, you’ll explore new career paths through job shadowing and our career center.

The Expertise and Skills You Bring

  • Aptitude and dedication to complete the FINRA SIE  ®, Series 7 Top Off and Series 63 exams through our industry-leading licensing program.
  • Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making.
  • A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient.  
  • Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions.
  •  A desire for growth and a mindset that generates long term success through adaptability and personal accountability.
  • Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution.
  • Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously.

The Team

Our Greatest Asset is Our People
We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community.

Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement. (Learn More) 

Fidelity Investments does not offer work visas for this role

Certifications:Series 07 - FINRA, Series 63 - FINRA

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.

We welcome those with experience in jobs such as Billing, Cost, and Rate Clerk, Accounts Payable Clerk, and Controller and others in the Accounting and Finance to apply.

  • Client Service Coordinator

    7 months ago

    Merrimack, United States Banfield Full time

    ESSENTIAL RESPONSIBILITIES AND TASKS ? Live and exemplify the Five Principles of Mars, Inc. within self and team. ? Actively recruit new clients by promoting hospital services and route the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical team. ? Maximize the number of pets seen by the hospital team...

  • Client Service Representative

    23 hours ago

    Merrimack, United States Fidelity Investments Full time

    Job Description:The RoleJoin our team of Customer Service Representatives, also know as Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while...

  • Client Service Representative

    4 weeks ago

    Merrimack, United States Fidelity Investments Full time

    Job Description:The RoleJoin our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting...

  • Client Service Representative

    4 weeks ago

    Merrimack, United States Fidelity Investments Full time

    Job Description:The RoleJoin our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting...

  • Client Service Ambassador

    1 week ago

    Merrimack, New Hampshire, United States Banfield Full time

    Job OverviewWe are seeking a highly skilled Client Service Coordinator to join our team at Banfield Pet Hospitals. As a Client Service Coordinator, you will be responsible for providing exceptional customer service, ensuring the smooth operation of hospital services, and supporting the veterinary medical team.Key ResponsibilitiesProvide professional,...

  • Client Service Representative

    1 week ago

    Merrimack, New Hampshire, United States Banfield Full time

    Job SummaryWe are seeking a highly motivated and organized Client Service Coordinator to join our team at Banfield Pet Hospital. The successful candidate will be responsible for providing exceptional client service, recruiting new clients, and ensuring the smooth operation of our hospital.

  • Client Service Representative

    3 weeks ago

    Merrimack, New Hampshire, United States Banfield Full time

    Job DescriptionWe are seeking a highly skilled Veterinary Support Professional to join our team at Banfield Pet Hospitals. As a vital member of our hospital staff, you will be responsible for delivering exceptional client service and support to our pet owners.About the RoleThe Hospital Coordinator Specialist will work closely with our veterinary medical team...

  • Customer Service Associate

    4 weeks ago

    Merrimack, United States Fidelity Investments Full time

    Job Description:Do you genuinely enjoy making a difference in the lives of others? If you answered “yes” and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Merrimack site.In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a...

  • Customer Service Associate

    4 weeks ago

    Merrimack, United States Fidelity Investments Full time

    Job Description:Do you genuinely enjoy making a difference in the lives of others? If you answered “yes” and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Merrimack site.In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a...

  • Sales Associate

    7 months ago

    Merrimack, United States Ascena Retail Group Full time

    About us LOFT creates modern, feminine, versatile clothing for women with one common style goal: to look and feel confident wherever the day takes them. We empower women to find their authentic self-expression because feeling like yourself is always in style. Here at LOFT, we're busy styling the careers and supporting the lives of everyday optimists just...

  • Client Care Specialist

    1 week ago

    Merrimack, New Hampshire, United States Banfield Full time

    We are seeking a talented and dedicated Client Care Specialist to join our team at Banfield Pet Hospitals. As a key member of our client care team, you will be responsible for providing exceptional service to our clients and their pets, while also supporting the daily operations of our clinics.Key Responsibilities:Recruit new clients by promoting hospital...

  • Customer Service Associate

    1 week ago

    Merrimack, New Hampshire, United States Tapestry Full time

    Key Responsibilities: As a Sales Associate II at Tapestry, your main responsibilities will include:">• Providing exceptional customer service, responding promptly to customer inquiries and resolving any issues efficiently• Maintaining a thorough knowledge of our products, including features, benefits, and current offerings• Making effective product...

  • Hospital Support Associate

    1 week ago

    Merrimack, New Hampshire, United States Banfield Full time

    As a Hospital Support Associate at Banfield Pet Hospitals, you will be responsible for providing exceptional client service and supporting the daily operations of our clinics. This includes recruiting new clients, maximizing the number of pets seen by the hospital team, and providing professional and efficient service.In this role, you will work closely with...

  • Retail Sales Associate

    1 week ago

    Merrimack, New Hampshire, United States Knitwell Group Full time

    About Our Company:Knitwell Group is a dynamic and growing retailer that offers a wide range of stylish and affordable clothing options for women. As a Sales Associate, you will have the opportunity to work with a diverse group of clients and contribute to the success of our stores. This role is perfect for individuals who enjoy working in a team environment...

  • Customer Service Representative

    3 weeks ago

    Merrimack, New Hampshire, United States Delta Management Associates Full time

    Company OverviewAt Delta Management Associates, we prioritize employee development and take a long-term approach to prepare employees for rewarding careers.We have offered superior recovery and default management solutions to clients in the higher education, government, and financial services industries for over 30 years.

  • Merrimack Customer Service Professional

    3 weeks ago

    Merrimack, New Hampshire, United States Fidelity Investments Full time

    Fidelity Investments is a leading financial services company dedicated to helping individuals and families achieve their long-term financial goals. As a Customer Service Representative, you will play a critical role in delivering exceptional customer experiences and building trust with our valued clients.**Estimated Salary:** $52,500 - $72,000 per year,...

  • Customer Support Associate

    4 weeks ago

    Merrimack, United States Fidelity Investments Full time

    Job Description:Do you genuinely enjoy making a difference in the lives of others? If you answered “yes” and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Merrimack site.In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a...

  • Comprehensive Wealth Service Coordinator

    1 week ago

    Merrimack, New Hampshire, United States Fidelity Investments Full time

    About the RoleThis Financial Planning Support Associate position is an excellent opportunity to join Fidelity Investments' Wealth Management Team. As a member of the team, you will provide critical support to the advisory team and clients, ensuring the delivery of comprehensive wealth management services. Your attention to detail, excellent communication...

  • Customer Support Associate

    4 weeks ago

    Merrimack, United States Fidelity Investments Full time

    Job Description:Do you genuinely enjoy making a difference in the lives of others? If you answered “yes” and are a customer service-minded champion, we are hiring Bilingual Financial Customer Associates (FCA) in our Merrimack site. We have multiple Spanish teams that provide financial support to our customers world-wide.  All training and onboarding...

  • Wealth Management Team

    3 months ago

    Merrimack, United States Fidelity Investments Full time

    Job Description:Wealth Management Team - Service Specialist The Wealth Management team provides customized, comprehensive financial planning solutions, ongoing investment management and the highest level of service to Fidelity's High Net Worth clients. As a key player on the team, you will support an advisory practice to deliver exceptional service and...