Financial Customer Associate - Merrimack

Fidelity(4 months ago)

HybridFull TimeJunior$62,180 - $82,958 (estimated)Customer Service

About this role

Financial Customer Associate at Fidelity is a full-time, entry-level customer-facing role based in Merrimack that supports clients with retirement (401k) account inquiries and account maintenance. The position includes a 14-week training cohort and ongoing development opportunities, and is positioned as a career springboard within Fidelity's customer service organization.

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Required Skills

Communication
Active Listening
Empathy
Adaptability
Troubleshooting
Technology
Problem Solving
Self-Motivation
Teamwork
Customer Service

Qualifications

High School Diploma
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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