Fidelity TalentSource LLC | Financial Customer Associate
4 days ago
Job Description:
Do you genuinely enjoy making a difference in the lives of others? If you answered u201Cyesu201D and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Covington 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 springboard to an amazing career in which you change the lives of customers In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources.u00A0 We commit to investing in you by strengthening your skills, experiences andu200B connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role. u200B
What to expectu2026
As a new FCA, you ll learn about the financial services industry, develop your skills, and gain new experiences.
- Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans.
- In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching.
- Rewards & Recognition: Your achievements will be celebrated as you progress through the program.
- This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role.
The Skills You Bring
- Ability to establish rapport and relationships through effective communication
- Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers.
- Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.)
- Proficiency in navigating and troubleshooting basic technology issues or systems.
- Handle a variety of situations and conversations driving towards a resolution suitable for all
- Self-motivated teammate with strong social skills who brings energy and passion to the team
- Minimum 1 year of customer service experience
- High School diploma or GED required
The Value You Deliver
- A passion for helping people
- Desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making
- Provide outstanding customer service and communication via voice or digital channels
Our Investments in You
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.
Sound too good to be true? See for yourself and learn more about our benefits offerings:
- Click to hear from a few of our associates about the outstanding benefits Fidelity offers:u00A0Benefits at Fidelity Investments (opens in a new tab)
- Click to learn more about Training Opportunities at Fidelity (opens in a new tab) and how we support our associates
Shifts and Hours:u00A0 Monday Friday.u00A0 u00A0Training hours are 8:30am 5:00pm EST and post training must be able to work an 8hr shift between the hours of 8:30am Midnight EST
Fidelity Investments does not offer work visas for this role
Certifications:
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 Fidelityu2014we 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. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.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.-
covington, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a HR Operations Associate in Covington, KY, Smithfield, RI, Merrimack, NH or Westlake, TX! HR Operations Associate performs administrative and HR functions to support the HR Ops Team. Responsible for but not limited to the...
-
Westlake, TX, United States Fidelity TalentSource LLC Full timeFinancial Services Associate Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Financial Services Associate to work in Westlake, TX *** This is a true 3 month contract that starts on December 2nd *** •** The Role The Financial Services Associate, as part of...
-
Covington, KY, United States Fidelity TalentSource LLC Full timeData Analyst is responsible for supporting real-time and end of day pricing, history and analytics, news and research as well as reference data. Data Analyst may support a variety of business using excel to measure and manipulate data. Responsibilities include, but not limited to the following: Escalate critical Data issues to internal subject matter experts...
-
covington, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Fraud Surveillance Analyst to work Hybrid at our Westlake, TX; Merrimack, NH; or Covington, KY facility. As a Fraud Surveillance Analyst, you work on the front lines, monitoring for evidence and signs that a customer...
-
Westlake, TX, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for an Analyst, Financial Crimes Surveillance to work Hybrid at our Westlake, TX facility. The Role The Financial Crimes-Anti-Money Laundering Surveillance group plays a vital role in helping the firm meet its overall...
-
Merrimack, NH, United States Fidelity TalentSource LLC Full timeResponsible for importing, cleaning, transforming, validating or modeling data for decision making purposes. May also be responsible for designing and developing relational databases, improving data quality and for designing or presenting conclusions gained from analyzing data using statistical tools like Microsoft Excel, SAS, SPSS and others. 6-9 years...
-
Durham, NC, United States Fidelity TalentSource LLC Full timeSecurity Receptionist Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Security Receptionist to work in Durham, NC! The Role The Security Receptionist conducts general front desk customer facing duties, such as answer general customer inquiries, create/issue badge...
-
covington, United States Fidelity TalentSource LLC Full timeData Analyst is responsible for supporting real-time and end of day pricing, history and analytics, news and research as well as reference data. Data Analyst may support a variety of business using excel to measure and manipulate data. Responsibilities include, but not limited to the following: Escalate critical Data issues to internal subject matter experts...
-
covington, United States Fidelity TalentSource LLC Full timeData Analyst is responsible for supporting real-time and end of day pricing, history and analytics, news and research as well as reference data. Data Analyst may support a variety of business using excel to measure and manipulate data. Responsibilities include, but not limited to the following: Escalate critical Data issues to internal subject matter experts...
-
Merrimack, NH, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Senior Software Engineer in Merrimack, NH, Westlake, TX, or Durham, North Carolina! Senior Software Engineer In FFIO Market Data organization, we continually challenge the status quo, to process and deliver millions...
-
Boston, MA, United States Fidelity TalentSource LLC Full timeFidelity Talent Source is your destination for discovering your next temporary role at Fidelity Investments! We are currently sourcing for an Associate Compliance Analyst to work in Boston, MA! The Associate Compliance Analyst is part of a team responsible for providing registration and licensing support to maintain the securities registrations, investment...
-
Westlake, TX, United States Fidelity TalentSource LLC Full timeScrum Master Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Scrum Master in Westlake, TX! The Role As a Scrum Master, you’ll be a part of highly collaborative, cross-functional Scrum teams within the Fidelity Wealth division of Fidelity. You will advise and...
-
Merrimack, NH, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Security Officer to work in Merrimack, NH! The Role The Security Representative is a Brand Ambassador for Global Security Operations who provides outstanding customer service during the course of their assigned duties...
-
Merrimack, NH, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments! We are currently sourcing for a Contracts Manager to work in Boston, MA or Merrimack, NH. The Role The Contract Manager provides industry specific expertise and strategic and tactical direction in the development, negotiation, management and...
-
Westlake, TX, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Fraud Surveillance Analyst to work Hybrid at our Westlake, TX; Merrimack, NH; or Covington, KY facility. As a Fraud Surveillance Analyst, you work on the front lines, monitoring for evidence and signs that a...
-
Westlake, TX, United States Fidelity TalentSource LLC Full timeSenior Data Modeler As the Senior Data Modeler supporting Workplace Investments (WI), you blend deep data modeling knowledge and Data Architecture experience to build Data Models for multiple Key initiatives. You have a curiosity about coaching, mentoring, and developing associates. In an agile structure you will collaborate with other leaders to establish...
-
Westlake, TX, United States Fidelity TalentSource LLC Full timeCYBERSECURITY ANALYST Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments.! We are currently sourcing for a Cybersecurity Fraud Analyst to work in Westlake, TX. The Role As a Cybersecurity Analyst, you will work closely with peers within the Fraud Intelligence Unit to respond to active fraud events and...
-
Merrimack, NH, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Systems Engineer to work in Fidelity’s Enterprise Infrastructure Group in Merrimack, NH or Westlake, TX. The Role We are looking for a technologist to join the Enterprise Infrastructure Production support team. In...
-
Westlake, TX, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Senior Mainframe Programmer to work in Fidelity’s Workplace Investing Business Unit in Westlake, TX. Seeking a Senior Software Engineer with superb technical skills to develop and maintain high volume production...
-
Westlake, TX, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Network Engineer to work in Fidelity’s Enterprise Infrastructure Group in Westlake TX or Merrimack NH. The Role The Senior Network Engineer is responsible for design, engineering, and implementation of Fidelity...
