Entry Level Customer Service Representative- Merrimack, NH

Fidelity(5 months ago)

HybridFull TimeJunior$55,487 - $74,416 (estimated)Customer Service

About this role

An Entry Level Customer Service Representative (Customer Relationship Advocate) at Fidelity provides licensed, inbound phone support to clients while developing financial services knowledge. The role includes sponsored licensing preparation (SIE, Series 7, Series 63) and structured skill development to handle trade requests, money movement, and online support. It is an early-career position focused on training, professional growth, and exploring internal career paths.

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Required Skills

Customer Service
Phone Support
Licensing
Financial Services
Trade Processing
Money Movement
Online Support
Problem Solving
Multitasking
Communication

Qualifications

SIE
Series 7 - FINRA
Series 63 - FINRA

About Fidelity

fidelity.com

Fidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.

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