Financial Services Associate
6 days ago
We are seeking a skilled and compassionate Financial Services Associate to join our team. As a key member of our customer support team, you will be responsible for providing exceptional service to our clients, addressing their inquiries and concerns, and helping them achieve their financial goals.
ResponsibilitiesYour primary responsibilities will include:
- Responding to client inquiries via phone, email, or digital channels
- Providing accurate and timely information about our products and services
- Helping clients resolve issues and concerns in a professional and empathetic manner
- Working collaboratively with internal teams to resolve complex issues
- Participating in ongoing training and development to enhance your skills and knowledge
To be successful in this role, you will need:
- 1+ year of experience in customer-facing roles
- Excellent communication and interpersonal skills
- A strong passion for delivering exceptional customer service
- The ability to work effectively in a fast-paced environment
- Basic computer skills and proficiency in Microsoft Office
We offer a competitive salary of $45,000 - $60,000 per year, depending on experience. In addition, we provide a comprehensive benefits package, including 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.
Why Join Us?Fidelity Investments is a leader in the financial services industry, with a commitment to helping people achieve their financial goals. Our company culture values honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. We believe in empowering our employees to succeed and providing opportunities for growth and development.
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