Financial Customer Associate

Job Summary:

Seeking a customer-focused professional to provide financial support to clients. This role involves handling inquiries related to 401k account balances, withdrawals, loans, and account maintenance. No prior finance experience is required, as full training is provided.

Responsibilities:

• Assist customers with financial account inquiries via phone.
• Provide guidance on account balances, transactions, and investment options.
• Deliver exceptional customer service while ensuring compliance with policies.
• Participate in comprehensive training and ongoing skill development.
• Work within a structured schedule, including possible extended hours based on business needs.

Qualifications and Experience:

• Minimum of one year of customer service experience.
• Strong communication and active listening skills.
• Ability to adapt to various work environments, including remote and office settings.
• Basic technical proficiency in navigating systems and troubleshooting issues.
• High school diploma or GED required.

Benefits:

• Comprehensive health, dental, and vision insurance.
• 401(k) with a 7% company match.
• Paid time off and parental leave.
• Tuition reimbursement and student loan assistance.
• Wellness programs, fitness reimbursement, and more.

About Company:

Fidelity Investments is dedicated to strengthening the financial well-being of clients by providing investment and planning services. The company supports individuals, businesses, and institutions in managing their financial goals. Recognized as a top employer, Fidelity offers professional growth opportunities and a hybrid work model for eligible roles.