Financial Customer Associate - Covington

Fidelity(5 months ago)

HybridFull TimeJunior$61,015 - $81,401 (estimated)Customer Service

About this role

A Financial Customer Associate at Fidelity serves as a customer-focused representative who assists retirement plan participants with 401(k) account inquiries, withdrawals, loans, and account maintenance. The role includes a structured training cohort followed by ongoing customer support via phone and digital channels, with opportunities for extra hours and career development. This full-time, hourly position is based in Covington and supports hybrid work arrangements.

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Required Skills

Communication
Active Listening
Empathy
Adaptability
Troubleshooting
Problem Solving
Teamwork
Customer Service
Phone Support
Technology Literacy

Qualifications

High School Diploma or GED

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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