Financial Customer Associate - Merrimack

Fidelity Investments • Merrimack, NH

271d

About The Position

Do you genuinely enjoy making a difference in the lives of others? If you answered “yes” and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Merrimack site. In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role. What to expect… As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences. Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans. In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching. Rewards & Recognition: Your achievements will be celebrated as you progress through the program. This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role.

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

• Desire for continuous learning and applying new concepts.
• Self-motivated teammate with strong social skills.

Responsibilities

• Assist customers with inquiries regarding their 401k account balance and help with withdrawals, loans, and account maintenance.
• Provide education and resources to customers to help them achieve their financial goals.
• Participate in a training program to learn about the financial services industry and develop customer service skills.
• Handle a variety of customer situations and conversations, driving towards suitable resolutions.
• Engage in team activities and career coaching sessions.

Benefits

• Flexible working hours with the opportunity to work extra hours based on business needs.
• Hybrid working model blending onsite and offsite work experiences.
• Recognition of achievements as you progress through the program.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED