Financial Services Representative
5 days ago
We are seeking a highly motivated and customer-focused Financial Customer Associate to join our team at Fidelity Investments. As a Financial Customer Associate, you will play a critical role in providing exceptional service to our clients, answering their questions, and helping them achieve their financial goals.
The ideal candidate will have a passion for helping others, excellent communication skills, and the ability to work effectively in a fast-paced environment. In this role, you will be responsible for responding to client inquiries, resolving issues, and providing education on various financial products and services.
This is a full-time position that requires a minimum of 1 year of customer service experience. We offer a competitive salary range of $45,000 - $65,000 per year, based on location and experience.
In addition to your compensation package, we offer a comprehensive benefits program that includes 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.
At Fidelity Investments, 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.
We invite you to Find Your Fidelity. 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.
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