Financial Customer Associate

2 weeks ago


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

Fidelity Investments is 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 effective support to customers through various communication channels, including phone, email, and digital platforms.
  • Assist customers with a range of inquiries and issues related to their financial accounts and services.
  • Develop and maintain a deep understanding of Fidelity's products and services to provide accurate and informed support to customers.
  • Work collaboratively with colleagues to resolve customer issues and improve overall customer satisfaction.
  • Participate in ongoing training and development to enhance skills and knowledge in customer service and financial industry products.
Requirements
  • Excellent communication and interpersonal skills, with the ability to build rapport with customers and colleagues.
  • Strong problem-solving and analytical skills, with the ability to resolve complex customer issues.
  • Ability to work in a fast-paced environment and adapt to changing priorities and deadlines.
  • High school diploma or equivalent required; associate's or bachelor's degree preferred.
  • Ability to type 40 words per minute and pass a standard English grammar test.
What We Offer
  • A competitive hourly rate and opportunities for career advancement.
  • A comprehensive benefits package, including medical, dental, and vision insurance.
  • A 401(k) plan with company match and other retirement savings options.
  • Opportunities for professional development and training in customer service and financial industry products.
  • A dynamic and supportive work environment with a team of experienced professionals.
Shifts and Hours

This is a full-time hourly contact center position with a variety of shifts available, including daytime and evening hours. Training hours are 8:30am - 5:00pm EST, and post-training shifts may vary.



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