Customer Service Representative- Merrimack, NH

6 days ago


Merrimack, New Hampshire, United States Fidelity Investments Full time

Company Overview

Fidelity Investments is a leading financial services company that offers a wide range of products and services to individuals, businesses, and institutions. We are committed to building a diverse workforce and creating a culture of belonging.

Job Summary

We are seeking a highly skilled Customer Service Representative to join our team in Merrimack, NH. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients through inbound phone calls and other communication channels. You will work closely with our clients to resolve their issues, answer their questions, and provide them with information about our products and services.

About the Role

This is a hybrid role that requires you to work onsite every other week (all business days, M-F) in a Fidelity office. You will have the opportunity to develop your skills and knowledge in the financial services industry, apply new concepts, and practice new skills. You will also have access to valuable resources like licensing coaches and workshops to help you prepare for and pass your FINRA licenses.

Responsibilities

  • Provide exceptional customer service to clients through inbound phone calls and other communication channels.
  • Work closely with clients to resolve their issues, answer their questions, and provide them with information about our products and services.
  • Develop and maintain a thorough understanding of our products and services, as well as relevant regulations and policies.
  • Collaborate with colleagues to achieve team goals and objectives.

Requirements

  • Aptitude and dedication to complete the FINRA SIE, Series 7 Top Off, and Series 63 exams through our industry-leading licensing program.
  • Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making.
  • A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient.
  • Ability to handle different types of situations, emotions, and conversations driving towards suitable resolutions.
  • Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources, and find an appropriate resolution.
  • Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously.

Benefits

We offer a comprehensive benefits package that includes:

  • Tuition Reimbursement
  • Student Loan Assistance
  • 401(K) 7% match
  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Disability Insurance
  • Paid Time off
  • Commuter Benefit Program
  • Backup Dependent Care
  • Charitable match
  • Concierge Services
  • Wellness Program
  • Fitness Reimbursement

Salary Range

The estimated salary range for this role is $50,000-$65,000 per year, depending on experience.


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