Entry-Level Financial Customer Associate (Onsite)

Soteria Reinsurance Ltd.; Albuquerque (NM); On-site; USD 20,664 - 24,796; Full time

Job summary

Fidelity is hiring entry-level Financial Customer Associates at our Albuquerque site. This full-time, onsite role begins with a training period and blends customer calls with guidance on 401(k) plans, withdrawals, loans, and account maintenance.

You’ll learn the financial services space, grow skills, and contribute to customer outcomes. Expect a structured schedule, with daily shifts and evolving onsite expectations as we roll out a full-time onsite model.

Qualifications

• Minimum 1 year of customer service experience.
• Ability to communicate clearly with customers via voice or digital channels.
• Comfort with basic technology and problem solving in real time.

Responsibilities

• Handle a variety of customer inquiries about accounts and services.
• Provide accurate information and guidance to help customers reach financial goals.
• Document interactions and escalate when needed to ensure resolution.
• Collaborate with teammates and participate in training sessions.

Skills

Effective communication

Active listening

Empathy

Adaptability

Problem solving

Teamwork

Self-motivation

Education

High School diploma or GED

Job description

Fidelity is hiring entry-level Financial Customer Associates at our Albuquerque site. This full-time, onsite role begins with a training period and blends customer calls with guidance on 401(k) plans, withdrawals, loans, and account maintenance.

You’ll learn the financial services space, grow skills, and contribute to customer outcomes. Expect a structured schedule, with daily shifts and evolving onsite expectations as we roll out a full-time onsite model.