Financial Services Representative

5 days ago

Merrimack, New Hampshire, United States Fidelity Investments Full time
About the Role

We are seeking a highly motivated and customer-focused individual to join our team as a Financial Customer Associate. In this role, you will play a critical part in delivering exceptional customer service and support to our clients.

Key Responsibilities
  • Provide timely and accurate responses to customer inquiries via phone, email, and digital channels
  • Assist customers with a range of needs, including account balance inquiries, withdrawals, and transfers
  • Develop and maintain a deep understanding of our products and services to effectively address customer concerns
  • Collaborate with colleagues to resolve complex customer issues and provide a seamless experience
What We Offer

As a Financial Customer Associate, you will have the opportunity to work in a dynamic and supportive environment that fosters growth and development. We offer a range of benefits, including:

  • Comprehensive training and development programs to enhance your skills and knowledge
  • A competitive salary and benefits package
  • Opportunities for career advancement and professional growth
  • A collaborative and inclusive work environment
Requirements

To be successful in this role, you will need:

  • Excellent communication and interpersonal skills
  • A strong ability to multitask and work in a fast-paced environment
  • A passion for delivering exceptional customer service
  • A willingness to learn and adapt to new situations
Why Fidelity?

Fidelity Investments is a leading provider of financial services, and we are committed to helping our clients achieve their financial goals. As a Financial Customer Associate, you will be part of a team that is dedicated to delivering exceptional service and support to our clients. We offer a range of benefits and opportunities for growth and development, and we are proud to be recognized as a top employer in the industry.

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