Client Support Associate

Wiraa; Albuquerque (NM); On-site; USD 22,000 - 30,000; Full time

Benefits offered by this job

Competitive hourly wages

Comprehensive training program

Health, dental, and vision insurance

Retirement savings plans with company

Paid time off and holidays

Well-being support and coaching

Career advancement opportunities

Flexible work arrangements as the on‑s

Job summary

Fidelity Investments in Albuquerque is seeking motivated Financial Customer Associates to support clients with their 401(k) accounts and other financial needs. This full-time, entry-level role emphasizes exceptional customer service and problem solving, with a 14-week onboarding program and ongoing coaching.

You'll engage with diverse customers, handle inquiries, and grow foundational skills in financial services, with potential career progression as the rollout progresses.

Qualifications

• High School diploma or GED required.
• Minimum of 1 year of customer service experience.
• Excellent communication and interpersonal skills.
• Ability to establish rapport and build relationships with customers.
• Strong listening skills, professionalism, and empathy.
• Adaptability and flexibility to work in various environments, including hybrid models.
• Proficiency in navigating basic technology systems and troubleshooting issues.
• Self-motivated with strong teamwork and social skills.
• Ability to handle multiple situations and drive toward effective resolutions.

Responsibilities

• Provide exceptional customer service via phone and digital channels, addressing client inquiries accurately and efficiently.
• Assist customers with their 401(k) account management, including balance inquiries, withdrawals, loans, and account maintenance.
• Educate customers on available financial products and resources to support their financial goals.
• Engage in ongoing training and development activities to enhance product knowledge and customer interaction skills.
• Participate in team meetings and activities to foster a collaborative work environment.
• Maintain compliance with regulatory requirements and company policies during all customer interactions.
• Handle a variety of customer situations with professionalism, patience, and empathy.
• Document customer interactions accurately in the CRM system and follow up as necessary.

Skills

Customer service

Communication skills

Interpersonal skills

Empathy

Teamwork

Hybrid adaptability

Tech literacy

Education

High School diploma or GED

Job description

About The Company

Fidelity is a leading global financial services corporation renowned for its commitment to helping individuals and institutions achieve their financial goals. With a rich history of innovation and customer-centric solutions, Fidelity offers a comprehensive range of services including investment management, retirement planning, brokerage, and wealth management. The company prides itself on fostering a dynamic and inclusive work environment that encourages professional growth, continuous learning, and meaningful impact. Fidelity's dedication to integrity, excellence, and client satisfaction has established it as a trusted name in the financial industry worldwide.

About The Company

Fidelity is a leading global financial services corporation renowned for its commitment to helping individuals and institutions achieve their financial goals. With a rich history of innovation and customer-centric solutions, Fidelity offers a comprehensive range of services including investment management, retirement planning, brokerage, and wealth management. The company prides itself on fostering a dynamic and inclusive work environment that encourages professional growth, continuous learning, and meaningful impact. Fidelity's dedication to integrity, excellence, and client satisfaction has established it as a trusted name in the financial industry worldwide.

About The Role

We are seeking motivated and customer-focused individuals to join our team as Financial Customer Associates (FCA) at our Albuquerque location. This is a full-time, entry-level position designed for those passionate about making a positive difference in people's lives through exceptional customer service. As an FCA, you will play a vital role in supporting clients with their financial needs, including managing 401(k) accounts, providing guidance on account maintenance, and assisting with account-related inquiries. This role offers a unique opportunity to develop foundational skills in the financial services industry, regardless of prior finance experience. The position involves engaging with diverse customers, understanding their unique circumstances, and delivering tailored solutions to help them achieve their financial aspirations.

Initially, you will undergo comprehensive training, including a 14-week onboarding program that covers essential knowledge about our services and customer interaction techniques. Post-training, you will continue to develop your expertise by handling customer calls, participating in team activities, and receiving ongoing coaching and recognition. This role is ideal for individuals seeking a career path with growth potential within a reputable organization committed to employee development and customer satisfaction.

Qualifications

• High School diploma or GED required
• Minimum of 1 year of customer service experience
• Excellent communication and interpersonal skills
• Ability to establish rapport and build relationships with customers
• Strong listening skills, professionalism, and empathy
• Adaptability and flexibility to work in various environments, including hybrid models
• Proficiency in navigating basic technology systems and troubleshooting issues
• Self-motivated with strong teamwork and social skills
• Ability to handle multiple situations and drive toward effective resolutions

Responsibilities

• Provide exceptional customer service via phone and digital channels, addressing client inquiries accurately and efficiently
• Assist customers with their 401(k) account management, including balance inquiries, withdrawals, loans, and account maintenance
• Educate customers on available financial products and resources to support their financial goals
• Engage in ongoing training and development activities to enhance product knowledge and customer interaction skills
• Participate in team meetings and activities to foster a collaborative work environment
• Maintain compliance with regulatory requirements and company policies during all customer interactions
• Handle a variety of customer situations with professionalism, patience, and empathy
• Document customer interactions accurately in the CRM system and follow up as necessary

Benefits

• Competitive hourly wages with opportunities for overtime based on business needs
• Comprehensive training program to support professional development
• Health, dental, and vision insurance options
• Retirement savings plans with company contributions
• Paid time off and holidays
• Well-being support and access to coaching resources
• Opportunities for career advancement within a reputable organization
• Flexible work arrangements as the onsite rollout progresses

Equal Opportunity

Fidelity Investments is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, gender identity, age, disability, or any other protected status under applicable law. All employment decisions are based on qualifications, merit, and business needs.