Financial Care Specialist — 401k & Retirement Help

Fidelity Investments Inc.; Covington (KY); On-site; USD 24,796 - 30,307; Full time

Benefits offered by this job

Training program

Well-being support

Career coaching

Rewards & Recognition

Job summary

Fidelity Investments in Covington is hiring Financial Customer Associates for a full-time, onsite role. You will join a training cohort for 14 weeks, starting with basic customer calls and progressing to more complex inquiries about 401K accounts.

We value those who can relate well, listen actively, and adapt to a hybrid of office and occasional overtime. No finance background is required, and the role offers growth opportunities within Fidelity.

Qualifications

• Ability to establish rapport and relationships through effective communication.
• Excellent listening skills, professionalism and empathy toward customers.
• Adaptability and flexibility to succeed in various work environments (office/home/overtime).
• Proficiency in navigating and troubleshooting basic technology issues or systems.
• Handle a variety of situations and conversations driving toward a resolution suitable for all.
• Self-motivated teammate with energy and passion to the team.
• Minimum 1 year of customer service experience.
• High School diploma or GED required.

Responsibilities

• Join a training cohort of associates during the first 14 weeks to become a Financial Customer Associate.
• In subsequent months, continue handling customer calls to build skills on 401K related inquiries.
• Participate in team activities, well-being support and career coaching during shifts.
• Full-time hourly role with potential overtime based on business needs and availability.

Skills

Rapport & communication

Active listening

Empathy

Adaptability

Technical troubleshooting

Problem solving

Team player

Customer service experience

Education: HS diploma

Education

High School diploma or GED

Job description

Fidelity Investments in Covington is hiring Financial Customer Associates for a full-time, onsite role. You will join a training cohort for 14 weeks, starting with basic customer calls and progressing to more complex inquiries about 401K accounts.

We value those who can relate well, listen actively, and adapt to a hybrid of office and occasional overtime. No finance background is required, and the role offers growth opportunities within Fidelity.