Client Service Associate - Entry Level
About the position
The Client Service Associate position at Fidelity Investments is an entry-level role focused on providing exceptional customer service to clients, particularly in relation to their financial needs. This full-time position serves as a gateway to a rewarding career in the financial services industry, where associates will assist customers with inquiries about their 401k accounts and help them achieve their financial goals. The role emphasizes skill development, training, and the opportunity to make a positive impact on clients' lives.
Responsibilities
Assist customers with inquiries regarding their 401k accounts, including balance inquiries, withdrawals, and loans.
,
Provide education and resources to help customers make informed financial decisions.
,
Participate in a 14-week training program to develop skills in customer service and financial services.
,
Handle a variety of customer interactions, ensuring a resolution that meets customer needs.
,
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 work in various environments, including remote and in-office settings.
,
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
Apply Now
The Client Service Associate position at Fidelity Investments is an entry-level role focused on providing exceptional customer service to clients, particularly in relation to their financial needs. This full-time position serves as a gateway to a rewarding career in the financial services industry, where associates will assist customers with inquiries about their 401k accounts and help them achieve their financial goals. The role emphasizes skill development, training, and the opportunity to make a positive impact on clients' lives.
Responsibilities
Assist customers with inquiries regarding their 401k accounts, including balance inquiries, withdrawals, and loans.
,
Provide education and resources to help customers make informed financial decisions.
,
Participate in a 14-week training program to develop skills in customer service and financial services.
,
Handle a variety of customer interactions, ensuring a resolution that meets customer needs.
,
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 work in various environments, including remote and in-office settings.
,
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
Apply Now