Entry Level Customer Service - Smithfield

Fidelity Investments - Smithfield, RI

Full-time - Entry Level

Smithfield, RI

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

About the position

The Entry Level Customer Service Representative position at Fidelity Investments in Smithfield is designed for individuals who are passionate about helping others and making a positive impact in their lives. This full-time role, also known as Financial Customer Associate (FCA), serves as a gateway to a rewarding career in the financial services industry. Representatives will assist customers with various inquiries related to their 401k accounts, providing education and resources to help them achieve their financial goals. The position emphasizes skill development and career advancement through comprehensive training and support.

Responsibilities

• Assist customers with inquiries regarding their 401k accounts, including account balance questions, withdrawals, and loans.
• Provide education and resources to help customers make informed financial decisions.
• Participate in a 14-week training program to develop skills and knowledge in the financial services industry.
• Engage in team activities and well-being support sessions to foster a positive work environment.
• Celebrate achievements and progress through the training program.

Requirements

• Strong customer service orientation and a desire to help others.
• Ability to communicate effectively and empathetically with customers.
• Willingness to learn about the financial services industry and develop new skills.

Nice-to-haves

• Previous experience in customer service or a related field is a plus, but not required.

Benefits

• Comprehensive training program to develop skills and knowledge.
• Opportunities for career advancement within Fidelity Investments.
• Supportive work environment with team activities and well-being resources.