Financial Customer Associate

4 weeks ago

Smithfield, United States Fidelity Investments Full time

Job Description:Are you ready to Launch into a career at Fidelity? If so, please consider joining our customer service team in Smithfield, RI. This role requires a consistent balance of remote and on-site participation in our Smithfield office. Please be mindful of commute distance when considering applying. Fidelity is looking for Bi-lingual phone associates interested in a career opportunity to service our customers in Spanish. We have multiple Spanish teams that provide financial support to our customers world-wide. All training and onboarding support is provided in English, with the possibility of joining our Spanish teams once proficient in servicing calls in English. If you are comfortable having conversations over the phone in either English or Spanish, this opportunity is for YOU.Our Career Development experience is a springboard to an amazing career in which you change the lives of customers Along with the Fidelity benefits and support we provide; it could change yours as well. Here are a few featured benefits (not all benefits are listed) Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) with 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.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 account balance and helping to make withdrawals, transfer funds, or find resources. We commit to investing in you by strengthening your skills, experiences and connections that will help advance your career at Fidelity.The Customer Service role is similar to Entry Level Customer Service, Contact Center Representative, Customer Service Representative and Customer Support Representative roles.How it works ...Join a cohort of associates in a Customer Service role and during the first six months, spend time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls and/or digital channels (e.g. email, live chat, etc.) related to our clients 401K plans.In the subsequent months, continue supporting customers through potentially multiple channels to develop and hone your skills. There will be time in the day (away from the phones) to join team activities, get well-being support, and career coaching. There also is an option to acquire your FINRA Series 7 and 63 licenses depending on Career Path.Advantages of the program ...Onboarding & Experiential Learning: Training within an industry-leading program will fully prepare you to develop the skills needed to engage with customers, while we will provide enrichment activities that will help "invest in you".Rewards & Recognition: Your achievements will be celebrated as you progress through the program.Career Coaching: A Career Coach will help you understand the array of career opportunities at Fidelity, identify a career path that fits your interests, passions, and strengths, and chart a course to help you grow.This is a full-time hourly contact center 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.Skills You Bring Ability to establish rapport and relationships through effective communicationListening and compassion skills to support the challenges of our diverse customersAdaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.)Handle a variety of situations and conversations driving towards a resolution suitable for allSelf-motivated teammate with strong social skills who bring energy and passion to the teamCan type 40 words per minute and pass a standard English grammar testThe Value You Deliver A passion for helping peopleDesire for continual learning and dedication to study and apply new concepts, learning quickly and retaining information to assist with decision-makingProvide outstanding customer service and communication via voice or digital channelsShifts and Hours: Monday - Friday. Training hours are 8:30am - 5:00pm EST and post training must be able to work an 8hr shift during the hours of 8:30am - Midnight ESTClick to learn more about Training Opportunities at Fidelity (opens in a new tab) and how we support our associatesCertifications:Category:Customer ServiceFidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

  • Financial Customer Associate

    4 weeks ago

    Smithfield, United States Fidelity Investments Full time

    Job Description:Are you ready to Launch into a career at Fidelity? If so, please consider joining our customer service team in Smithfield, RI. This role requires a consistent balance of remote and on-site participation in our Smithfield office. Please be mindful of commute distance when considering applying. Our Career Development experience is a springboard...

  • Financial Customer Associate

    3 weeks ago

    Smithfield, United States Fidelity Investments Full time

    Job Description: Are you ready to Launch into a career at Fidelity? If so, please consider joining our customer service team in Smithfield, RI. This role requires a consistent balance of remote and on-site participation in our Smithfield office. Please be mindful of commute distance when considering applying. Our Career Development experience is a...

  • Financial Customer Associate

    4 weeks ago

    Smithfield, United States Fidelity Talentsource Llc Full time

    Job Description: Are you ready to Launch into a career at Fidelity?\u00A0 If so, please consider joining our customer service team in Smithfield, RI.\u00A0 This role requires a consistent balance of remote and on-site participation in our Smithfield office.\u00A0 Please be mindful of commute distance when considering applying.\u00A0 Our Career Development...

  • Financial Customer Associate

    3 weeks ago

    Smithfield, United States Fidelity TalentSource LLC Full time

    Job Description: Are you ready to Launch into a career at Fidelity?u00A0 If so, please consider joining our customer service team in Smithfield, RI.u00A0 This role requires a consistent balance of remote and on-site participation in our Smithfield office.u00A0 Please be mindful of commute distance when considering applying.u00A0 Our Career Development...

  • Financial Customer Associate

    4 weeks ago

    Smithfield, United States Fidelity TalentSource LLC Full time

    Job Description:Are you ready to Launch into a career at Fidelity?\u00A0 If so, please consider joining our customer service team in Smithfield, RI.\u00A0 This role requires a consistent balance of remote and on-site participation in our Smithfield office.\u00A0 Please be mindful of commute distance when considering applying.\u00A0 Our Career Development...

  • Financial Customer Associate

    1 week ago

    Smithfield, United States Fidelity TalentSource LLC Full time

    Job Description:Are you ready to Launch into a career at Fidelity?\u00A0 If so, please consider joining our customer service team in Smithfield, RI.\u00A0 This role requires a consistent balance of remote and on-site participation in our Smithfield office.\u00A0 Please be mindful of commute distance when considering applying.\u00A0 Our Career Development...

  • Financial Customer Associate

    1 week ago

    Smithfield, United States Fidelity Investments Full time

    **Are you ready to Launch into a career at Fidelity? If so, please consider joining our customer service team in Smithfield, RI. This role requires a consistent balance of remote and on-site participation in our Smithfield office. Please be mindful of commute distance when considering applying. Fidelity is looking for **Bi-lingual phone associates**...

  • Financial Customer Associate

    3 weeks ago

    Smithfield, United States Fidelity TalentSource LLC Full time

    Job Description: Are you ready to Launch into a career at Fidelity?u00A0 If so, please consider joining our customer service team in Smithfield, RI.u00A0 This role requires a consistent balance of remote and on-site participation in our Smithfield office.u00A0 Please be mindful of commute distance when considering applying.u00A0 Fidelity is looking for...

  • Financial Customer Associate

    4 weeks ago

    Smithfield, United States Fidelity Talentsource Llc Full time

    Job Description: Are you ready to Launch into a career at Fidelity?\u00A0 If so, please consider joining our customer service team in Smithfield, RI.\u00A0 This role requires a consistent balance of remote and on-site participation in our Smithfield office.\u00A0 Please be mindful of commute distance when considering applying.\u00A0 Fidelity is looking for...

  • Financial Customer Associate

    3 weeks ago

    Smithfield, United States Fidelity TalentSource LLC Full time

    Job Description: Are you ready to Launch into a career at Fidelity?u00A0 If so, please consider joining our customer service team in Smithfield, RI.u00A0 This role requires a consistent balance of remote and on-site participation in our Smithfield office.u00A0 Please be mindful of commute distance when considering applying.u00A0 Fidelity is looking for...

  • Financial Customer Associate

    2 weeks ago

    Smithfield, United States Fidelity TalentSource LLC Full time

    Job Description:Are you ready to Launch into a career at Fidelity?\u00A0 If so, please consider joining our customer service team in Smithfield, RI.\u00A0 This role requires a consistent balance of remote and on-site participation in our Smithfield office.\u00A0 Please be mindful of commute distance when considering applying.\u00A0 Fidelity is looking for...

  • Associate Financial Analyst

    1 week ago

    Smithfield, United States Fidelity Investments Full time

    **The Role** - Assisting in the preparation and presentation of the monthly P&L and financial package and other reporting required by the annuity/insurance product division and broader Wealth organization - Working with finance colleagues and business partners to develop periodic forecasts, the annual budget and multi-year financial plan - Preparing monthly...

  • Early Career Customer Service Associate

    2 weeks ago

    Smithfield, United States Fidelity Investments Full time

    **Are you ready to Launch into a career at Fidelity? If so, please consider joining our customer service team. This role requires a consistent balance of remote and on-site participation in the Regional Center location. **Please be mindful of commute distance when considering applying.** Our Career Development experience is a springboard to an amazing...

  • Verizon Customer Service Associate

    1 week ago

    Smithfield, United States PSI Virginia Beach Full time

    Job DescriptionJob DescriptionWe are a telecommunication-based consulting sales and marketing firm. We help our client’s popular household brands maximize their profitability and increase their overall brand exposure through innovative and creative revenue capabilities.We are looking for a self-starter entry-level Verizon Customer Service Associate to...

  • Financial Consultant

    3 weeks ago

    Smithfield, United States Fidelity Investments Full time

    Job Description:Phone Financial Consultant "Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect." Abby Johnson | Chairman & CEO Fidelity Investments Is it time to explore new challenges...

  • Financial Consultant

    1 week ago

    Smithfield, United States Fidelity Investments Full time

    Job Description:Phone Financial Consultant "Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect." Abby Johnson | Chairman & CEO Fidelity Investments Is it time to explore new challenges...

  • Financial Consultant

    3 weeks ago

    Smithfield, United States Fidelity TalentSource LLC Full time

    Job Description: Phone Financial Consultant u201CFidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect.u201D Abby Johnson | Chairman & CEO Fidelity Investments Is it time to explore new...

  • Financial Analyst

    2 weeks ago

    Smithfield, United States Fidelity Investments Full time

    Job Description: The Board Finance team works with and supports a variety of customers including Fidelity-wide business unit leaders, and independent trustees. A successful candidate will develop and use their knowledge of the Fidelity businesses and investment products to support the renewal of mutual fund fee contracts. The Financial Analyst is part of a...

  • Financial Analyst

    3 weeks ago

    Smithfield, United States Fidelity TalentSource LLC Full time

    Job Description: The Board Finance team works with and supports a variety of customers including Fidelity-wide business unit leaders, and independent trustees. A successful candidate will develop and use their knowledge of the Fidelity businesses and investment products to support the renewal of mutual fund fee contracts. The Financial Analyst is part of a...

  • Financial Consultant

    2 weeks ago

    Smithfield, United States Fidelity TalentSource LLC Full time

    Job Description: Phone Financial Consultant \u201CFidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect.\u201D Abby Johnson | Chairman & CEO Fidelity Investments Is it time to explore...