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Financial Services Representative

2 months 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 via phone, email, and other digital channels
  • Assist customers with a range of financial services, including account inquiries, transactions, and product information
  • Develop and maintain a deep understanding of Fidelity's products and services to provide accurate and informed support to customers
  • Work collaboratively with internal teams to resolve customer issues and improve overall customer experience
  • Participate in ongoing training and development to enhance skills and knowledge
Requirements
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and adapt to changing priorities
  • Strong problem-solving and analytical skills
  • Proficiency in Microsoft Office and other software applications
  • High school diploma or equivalent required; associate's or bachelor's degree preferred
What We Offer
  • A competitive salary and benefits package
  • Ongoing training and development opportunities
  • A collaborative and dynamic work environment
  • The chance to work with a leading financial services company