Customer Service Associate

Fidelity Investments - Smithfield, NC

Full-time - Entry Level

Smithfield, NC

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Customer Service Associate role at Fidelity Investments is a full-time position focused on providing exceptional customer service to clients regarding their financial needs, particularly related to 401k accounts. This position serves as a gateway to a rewarding career in financial services, where associates will help customers make informed decisions and achieve their financial goals. The role includes extensive training and ongoing support to develop skills in customer service and financial education.

Responsibilities

• Assist customers with inquiries related to their 401k accounts, including balance inquiries, withdrawals, and loans.
• Provide education and resources to help customers understand their financial options.
• Handle a variety of customer situations and conversations, driving towards suitable resolutions.
• Participate in a training program to develop skills and knowledge in the financial services industry.
• Engage in team activities and career coaching to enhance personal and professional growth.

Requirements

• Minimum 1 year of customer service experience.
• High School diploma or GED required.
• Ability to establish rapport and relationships through effective communication.
• Great listening skills, professionalism, and empathy toward diverse customers.
• Adaptability and flexibility to succeed in various work environments.
• Proficiency in navigating and troubleshooting basic technology issues.

Nice-to-haves

• Experience in the financial services industry is a plus, but not required.
• Strong social skills and a self-motivated attitude.

Benefits

• 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
• Fitness Reimbursement