Financial Customer Associate - Merrimack
About The Position
Fidelity is transitioning to a full-time onsite working model. This role is currently required to be onsite for one week (M-F, all 5 days) out of every four weeks, with evolving onsite expectations. This is a full-time position where you can make a difference in the lives of others by helping customers feel more confident, make clearer decisions, and achieve their financial dreams. You will assist with a broad range of needs including answering questions about 401k account balances, making withdrawals, loans, account maintenance, and providing education or resources. Fidelity commits to investing in your growth by strengthening your skills, experiences, and connections to advance your career. No finance background or degree is required to succeed. As a new FCA, you will learn about the financial services industry, develop your skills, and gain new experiences. You will join a training cohort for the first 14 weeks, starting with basic customer calls and progressing to more sophisticated calls related to 401K plans. In subsequent months, you will continue taking customer calls to develop and hone your skills, with dedicated time for team activities, well-being support, and career coaching. 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 business needs and availability.
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 others
- Adaptability and flexibility to succeed in various work environments
- Proficiency in navigating and troubleshooting basic technology issues or systems
- Ability to handle a variety of situations and conversations driving towards a resolution
- Self-motivated teammate with strong social skills who brings energy and passion
Nice To Haves
- A passion for helping people
- Desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making
Responsibilities
- Answering questions about 401k account balance
- Helping customers make withdrawals and loans
- Assisting with account maintenance
- Providing education or resources to customers
- Taking customer calls to develop and hone skills
- Participating in team activities, well-being support, and career coaching
Benefits
- Opportunity to work extra hours based on business needs and availability
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
