Customer Service Associate

Job Summary:

Provide exceptional customer service by assisting clients with their financial accounts, including 401(k) inquiries, withdrawals, loans, and account maintenance. This role offers training and development opportunities to help build a meaningful career in financial services.

Responsibilities:

• Assist customers with financial account inquiries, transactions, and general account maintenance.
• Develop financial knowledge to support customers with informed decision-making.
• Provide outstanding customer service via phone or digital channels.
• Handle a variety of customer situations and conversations to ensure resolution.
• Participate in a structured training program to enhance financial expertise.
• Work collaboratively with team members to improve service delivery.
• Adapt to changing business needs, including shift flexibility and overtime.

Qualifications and Experience:

• Minimum of one year of customer service experience.
• High school diploma or GED required.
• Strong communication and relationship-building skills.
• Excellent listening skills, professionalism, and empathy.
• Ability to navigate and troubleshoot basic technology issues.
• Self-motivated with a passion for helping customers.
• Flexibility to work in a hybrid environment with potential shift variations.

Benefits:

• Maternal and parental leave.
• Tuition reimbursement and student loan assistance.
• 401(k) with a 7% company match.
• Comprehensive health, dental, and vision insurance.
• Paid time off and wellness programs.
• Backup dependent care and commuter benefits.

About Company:

Fidelity Investments is committed to strengthening the financial well-being of clients by providing investment solutions, retirement planning, and financial services. Recognized as a top employer, Fidelity offers a supportive work environment with growth opportunities.