Financial Customer Associate - Smithfield
About The Position
Fidelity is hiring Financial Customer Associates (FCA) in their Smithfield site. This full-time position allows individuals to apply their skills and knowledge to help customers feel more confident, make clearer decisions, and achieve their financial dreams. The role involves assisting customers with a broad range of needs, including answering questions about their 401k account balance, helping with withdrawals and loans, account maintenance, and providing education or resources. Fidelity commits to investing in employees by strengthening their skills, experiences, and connections to advance their careers. No finance background or degree is required to succeed. New FCAs will undergo a 14-week training program to learn about the financial services industry, develop skills, and gain new experiences, starting with basic customer calls and progressing to more sophisticated calls related to 401K plans. Post-training, associates will continue taking customer calls to hone their skills, with dedicated time for team activities, well-being support, and career coaching.
Requirements
- Ability to establish rapport and relationships through effective communication
- Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers.
- Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.)
- Proficiency in navigating and troubleshooting basic technology issues or systems.
- Self-motivated teammate with strong social skills who brings energy and passion to the team
- Minimum 1 year of customer service experience
- High School diploma or GED required
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
- Provide outstanding customer service and communication via voice or digital channels
Responsibilities
- Answering questions about 401k account balance
- Helping customers with withdrawals and loans
- Assisting with account maintenance
- Providing education or resources to customers
- Taking customer calls to develop and hone skills
- Handling a variety of situations and conversations driving towards a resolution suitable for all
Benefits
- Benefit programs crafted to help you and your loved ones strike the perfect balance.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
