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Financial Customer Associate - Smithfield at Fidelity - ApplyBlast

Financial Customer Associate - Smithfield

Fidelity

3 months ago

4.4 on Glassdoor

Smithfield, United Kingdom

Hybrid

Full Time

Junior

0 applicants

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About this role

Fidelity is hiring Financial Customer Associates to assist customers with 401k account balances, withdrawals, loans, and account maintenance via phone. This role serves as a career springboard, offering extensive training and development to help individuals achieve their financial dreams without requiring a prior finance background. Candidates will engage in a cohort-based training program before progressing to handling more sophisticated client calls.

Responsibilities

Answer customer questions regarding 401k account balances and transactions
Assist clients with withdrawals, loans, and account maintenance tasks
Provide financial education and resources to help customers make decisions
Navigate and troubleshoot basic technology issues for clients
Participate in team activities and career coaching sessions

Skills

Qualifications

High School Diploma or GED

About Fidelity

fidelity.com

Headquarters

Boston, Massachusetts, United States

Company Size

10001+ employees

Founded

1946

View Profile

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.