Customer Service Representative with Financial Focus
7 days ago
We are seeking a highly motivated and customer-focused individual to join our team as a Financial Customer Associate. As a key member of our support team, you will play a vital role in providing exceptional service to our clients, helping them achieve their financial goals.
About the RoleThis full-time position involves working from home, primarily handling customer calls and resolving issues related to 401k accounts. You will be responsible for answering questions, processing transactions, and providing educational resources to clients. No prior finance background is required; we provide comprehensive training to ensure your success.
What We Offer- A competitive estimated salary range of $45,000 - $60,000 per year, depending on location and experience.
- 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.
- Opportunities for growth and development within the company, including training opportunities and career coaching.
- A dynamic and supportive work environment that values honesty, integrity, and safety.
- Ability to establish rapport and relationships through effective communication.
- Great listening skills, professionalism, and empathy toward others.
- Proficiency in navigating and troubleshooting basic technology issues or systems.
- Handle a variety of situations and conversations driving towards a resolution suitable for all.
- Self-motivated teammate with strong social skills who brings energy and passion to the team.
- Minimum 1 year of customer service experience.
- High School diploma or GED required.
Fidelity Investments is an equal opportunity employer committed to diversity and inclusion. We invite you to find out more about our company culture and benefits by visiting our website.
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