Financial Customer Support Associate
: Job Details :

Are you passionate about making a positive impact in the lives of others? If so, we want you to join our team as a Financial Customer Support Associate! In this fulfilling full-time position, you will have the opportunity to utilize your skills and knowledge daily to assist customers in achieving their financial goals.

As a Financial Customer Support Associate, you will play a vital role in helping customers feel empowered, make informed decisions, and secure their financial futures. You'll assist with a variety of needs, from answering inquiries about their 401k account balances to processing withdrawals and providing valuable educational resources. No finance background is required to excel in this role.

Here's What You Can Expect:

• Join a supportive training program for your first 14 weeks, where you'll start with basic customer inquiries and advance to more complex discussions related to our clients' 401k plans.
• Continue to enhance your skills by handling customer calls while participating in team activities, well-being support sessions, and career coaching opportunities.
• Receive recognition and celebrate your achievements as you progress through the program.
• This is a full-time hourly position with opportunities for overtime based on business needs and your availability.

Skills You Bring:

• Exceptional communication skills to build rapport with customers.
• A strong ability to listen with empathy and professionalism, supporting our diverse customer base.
• Adaptability to thrive in various work environments, whether in the office or remote.
• Proficiency in navigating basic technology and troubleshooting common issues.
• Capability to manage diverse conversations and work towards effective resolutions.
• Motivation as a team player who brings enthusiasm and energy to the workplace.
• At least 1 year of customer service experience.
• A High School diploma or GED is required.

The Value You Deliver:

• A genuine passion for helping people.
• A commitment to continuous learning and applying new knowledge to assist customers effectively.
• Outstanding customer service and communication through various channels.

Note: Fidelity is not providing immigration sponsorship for this position.

Our Commitment to You:

We value work-life balance and offer comprehensive benefits to support you and your loved ones.

Shifts and Hours: Monday through Friday. Training hours are from 8:30 am to 5:00 pm EST, and following training, you will need to be available for an 8-hour shift between 10 am and midnight EST.

Please note, positions are based in our office, located at Fidelity's site, and the role follows a hybrid working model, which may require in-office work every other week.

Fidelity adheres to the regulations of various financial laws and organizations, which may influence hiring decisions based on criminal history.