Financial Customer Associate

4 days ago


Cincinnati, Ohio, United States Fidelity Investments Full time
About the Role

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 customer service and support to our clients. You will be responsible for handling customer inquiries, resolving issues, and providing education and resources to help customers achieve their financial goals.

Key Responsibilities
  • Provide exceptional customer service and support to clients via phone and digital channels
  • Handle customer inquiries and resolve issues in a timely and professional manner
  • Provide education and resources to help customers achieve their financial goals
  • Work collaboratively with internal teams to resolve customer issues and improve customer experience
  • Meet or exceed performance metrics and quality standards
Requirements
  • 1+ year of customer service experience
  • Ability to establish rapport and relationships through effective communication
  • Great listening skills, professionalism, and empathy toward others
  • Adaptability and flexibility to succeed in various work environments
  • Proficiency in navigating and troubleshooting basic technology issues or systems
What We Offer

At Fidelity Investments, we offer a range of benefits and opportunities to help you grow and succeed in your career. These include:

  • Competitive compensation and benefits package
  • Opportunities for professional growth and development
  • Flexible work arrangements and work-life balance
  • Recognition and rewards for outstanding performance
How to Apply

If you are a motivated and customer-focused individual who is passionate about delivering exceptional customer service, we encourage you to apply for this exciting opportunity. Please submit your application, including your resume and cover letter, to our online application system. We look forward to hearing from you



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