Customer Support Representative

About The Company

Fidelity is a leading global financial services corporation dedicated to helping individuals and institutions achieve their financial goals. With a rich history of innovation and customer-centric solutions, Fidelity offers a broad range of investment management, retirement planning, brokerage, and advisory services. The company prides itself on fostering a collaborative and inclusive workplace environment that emphasizes continuous learning, professional growth, and integrity. Fidelity's commitment to excellence and its focus on delivering value to clients make it a reputable and trusted name in the financial industry.

About The Role

We are seeking motivated and customer-focused individuals to join our team as Financial Customer Associates (FCA) at our Merrimack location. This full-time role is ideal for candidates who enjoy making a positive impact on others' lives through exceptional service. As an FCA, you will serve as a vital point of contact for clients, assisting them with their retirement accounts, including 401(k) plans, and providing guidance on account management, withdrawals, loans, and educational resources. No prior finance experience is required, as comprehensive training and ongoing development opportunities will be provided to help you succeed. This role offers a unique pathway to build a rewarding career within the financial services industry, emphasizing skill development, client interaction, and professional growth.

Qualifications

• High School diploma or GED required
• Minimum of 1 year of customer service experience
• Excellent communication and interpersonal skills
• Strong listening skills, professionalism, and empathy
• Ability to establish rapport and build relationships with diverse customers
• Adaptability and flexibility to work in various environments, including remote and onsite settings
• Proficiency in navigating and troubleshooting basic technology systems
• Self-motivated with strong teamwork and social skills
  
  

Responsibilities

• Respond to customer inquiries regarding 401(k) accounts and related services via phone and digital channels
• Assist clients with account maintenance, including making withdrawals, loans, and updates
• Provide educational resources and guidance to help clients make informed financial decisions
• Participate in comprehensive training programs to develop industry knowledge and customer service skills
• Handle a variety of customer situations, working towards effective resolutions
• Engage in team activities, wellness support, and career coaching sessions
• Maintain high standards of professionalism and compliance with regulatory requirements
• Contribute to a positive team environment by sharing best practices and supporting colleagues
  
  

Benefits

• Competitive hourly compensation with opportunities for overtime based on business needs
• Comprehensive training and ongoing professional development
• Health, dental, and vision insurance options
• Paid time off and holiday benefits
• Wellness programs and employee assistance resources
• Career advancement opportunities within a global organization
• Supportive work environment emphasizing work-life balance and continuous learning
  
  

Equal Opportunity

Fidelity is an equal opportunity employer committed to fostering an inclusive and diverse workplace. We do not discriminate based on race, color, religion, gender, sexual orientation, gender identity or expression, age, national origin, disability, veteran status, or any other protected characteristic. We believe in providing equal employment opportunities to all qualified individuals and promoting a culture of respect and fairness throughout our organization.

Fidelity will not provide immigration sponsorship for this position.