Fidelity TalentSource LLC | Financial Customer Associate
4 days ago
Job Description:
Do you genuinely enjoy making a difference in the lives of others? If you answered \u201Cyes\u201D and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Smithfield site.
In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources.\u00A0 We commit to investing in you by strengthening your skills, experiences and\u200B connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role. \u200B
What to expect\u2026
As a new FCA, you ll learn about the financial services industry, develop your skills, and gain new experiences.
- Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans.
- In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching.
- Rewards & Recognition: Your achievements will be celebrated as you progress through the program.
- This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role.
The Skills You Bring
- Ability to establish rapport and relationships through effective communication
- Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers.
- Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.)
- 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
The Value You Deliver
- A passion for helping people
- Desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making
- Provide outstanding customer service and communication via voice or digital channels
Our Investments in You
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, 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, and Fitness Reimbursement.
Sound too good to be true? See for yourself and learn more about our benefits offerings:
- Click to hear from a few of our associates about the outstanding benefits Fidelity offers:\u00A0Benefits at Fidelity Investments (opens in a new tab)
- Click to learn more about Training Opportunities at Fidelity (opens in a new tab) and how we support our associates
Shifts and Hours:\u00A0 Monday Friday.\u00A0 \u00A0Training hours are 8:30am 5:00pm EST and post training must be able to work an 8hr shift between the hours of 8:30am Midnight EST
Fidelity Investments does not offer work visas for this role
Certifications:
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.
Join Us
At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a
Glassdoor Employees Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined. Fidelity s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation,
detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.We invite you to Find Your Fidelity at
fidelitycareers.com.Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to
accommodations@fmr.com.-
smithfield, United States Fidelity TalentSource LLC Full timeSr. Systems Analyst Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Sr. Systems Analyst to work in Smithfield, RI, Boston, MA, or Jersey City, New Jersey The Role The Sr. Systems Analyst serves as the business knowledge lead and key advisor for the requirements...
-
smithfield, United States Fidelity TalentSource LLC Full timeRisk Analyst Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments! We are currently sourcing for a Risk Analyst to work in Smithfield, RI or Covington, KY. The Role The duties of the Risk Analyst are to support Enterprise Compliance Management’s Anti Money Laundering programs and maintain full...
-
smithfield, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Systems Analyst to work in Fidelity's Workplace Investing business unit in Smithfield, R.I. The Role The Workplace Investing Data Engineering and Exchange AI Delivery Chapter team is looking for a Systems Analyst to...
-
smithfield, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Systems Analyst to work in Fidelity's Workplace Investing business unit in Smithfield, R.I. The Role The Workplace Investing Data Engineering and Exchange AI Delivery Chapter team is looking for a Systems Analyst to...
-
smithfield, United States Fidelity TalentSource LLC Full timeSenior Business Analyst As part of an Agile squad, the Analyst will be examining business systems and processes to identify user needs, document requirements, and address operational issues. They will collaborate with a Squad Leader to build, prioritize and maintain product backlog in order to focus the team on delivering business solutions with the...
-
smithfield, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Scrum Master to work in Smithfield, Rhode Island! As a Scrum Master we blend deep Scrum expertise with a passion for mentoring, coaching, and continual improvement. As part of a highly collaborative squad we advise,...
-
smithfield, United States Fidelity TalentSource LLC Full timeAs a Program Manager supporting WI initiatives, you are responsible for delivering quality solutions by supporting the successful planning, execution, and delivery of initiatives while ensuring consistency with Product strategy, commitments, and goals. In an agile format and structure, you will partner with leaders across the organization to establish the...
-
smithfield, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Scrum Master to work in Fidelity’s Workplace Investing (WI) business unit. Come join the Workplace Investing Scrum Master Chapter! As a Scrum Master you blend deep scrum expertise with a passion for mentoring and...
-
smithfield, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments! We are currently sourcing for a Senior Systems Analyst to work at Fidelity Investments. The Role The Digital Marketing Team, within Fidelity Institutional Business Enablement Technology (FIBET), is seeking a skillful, upbeat Systems Analyst. This role...
-
smithfield, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments! We are currently sourcing for a Software Engineer in Test to work at Fidelity Investments. Are you looking for a role that blends your eye for business and technical talents? We have an opening for a Software Engineer in Test to join the Fidelity...
-
smithfield, United States Fidelity TalentSource LLC Full timeCybersecurity Consultant (Internal Audit Facilitator) Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments! We are currently sourcing for a Sr. Cybersecurity Consultant (Regulatory & Audit) to work in Fidelity’s Enterprise Cybersecurity division in Smithfield, RI! The Team The Enterprise...
-
Fidelity TalentSource LLC | Cybersecurity Consultant
23 hours ago
smithfield, United States Fidelity TalentSource LLC Full timeCybersecurity Consultant (Internal Audit Facilitator) Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments! We are currently sourcing for a Sr. Cybersecurity Consultant (Regulatory & Audit) to work in Fidelity’s Enterprise Cybersecurity division in Smithfield, RI! The Team The Enterprise...
-
smithfield, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Program Manager in Smithfield, RI. The Role As a key member of our digital content management team, you will be responsible for managing, editing, organizing, and storing various digital assets, including marketing...
-
Agile Scrum Master
4 weeks ago
Smithfield, Utah, United States Fidelity TalentSource LLC Full timeAbout the RoleFidelity TalentSource is seeking an experienced Agile Scrum Master to join our team. As a Scrum Master, you will be responsible for coaching and guiding cross-functional teams in adopting Agile principles and practices.Key ResponsibilitiesCoach and facilitate Agile ceremonies, such as daily stand-ups, sprint planning, and...
-
Smithfield, RI, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Scrum Master to work in Smithfield, Rhode Island! As a Scrum Master we blend deep Scrum expertise with a passion for mentoring, coaching, and continual improvement. As part of a highly collaborative squad we advise,...
-
North Smithfield, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Program Manager in Smithfield, RI. The Role As a key member of our digital content management team, you will be responsible for managing, editing, organizing, and storing various digital assets, including marketing...
-
Smithfield, RI, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Scrum Master to work in Fidelity’s Workplace Investing (WI) business unit. Come join the Workplace Investing Scrum Master Chapter! As a Scrum Master you blend deep scrum expertise with a passion for mentoring and...
-
Smithfield, RI, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments! We are currently sourcing for a Software Engineer in Test to work at Fidelity Investments. Are you looking for a role that blends your eye for business and technical talents? We have an opening for a Software Engineer in Test to join the Fidelity...
-
Smithfield, RI, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Program Manager in Smithfield, RI. The Role As a key member of our digital content management team, you will be responsible for managing, editing, organizing, and storing various digital assets, including marketing...
-
smithfield, United States Fidelity TalentSource LLC Full timeJob Description:Do you genuinely enjoy making a difference in the lives of others? If you answered \u201Cyes\u201D and are a customer service-minded champion, we are hiring Bilingual Financial Customer Associates (FCA) in our Smithfield site. We have multiple Spanish teams that provide financial support to our customers world-wide.\u00A0 All training and...
