Financial Customer Advisor — 401k Support & Growth

Soteria Reinsurance Ltd.; Durham, Northern (NC, KY); Hybrid; USD 22,000 - 28,000; Full time

Job summary

Fidelity Investments in Durham is hiring Financial Customer Associates to join a full-time onsite program. You will answer questions about 401k accounts, assist with withdrawals and loans, and support account maintenance while developing your financial services skills.

You do not need a finance background; training lasts 14 weeks, progressing from basic customer calls to more complex inquiries. The role offers shifts Monday–Friday with EST hours and opportunities to work extra hours as needed.

Qualifications

• Minimum 1 year of customer service experience.
• High School diploma or GED required.
• Excellent listening and communication skills.
• Able to work across shifts including evenings.
• Onsite training and program structure.

Responsibilities

• Answer questions about 401k accounts and balances.
• Help with withdrawals, loans, and account maintenance.
• Provide education or resources to customers.
• Participate in training cohort during first 14 weeks.
• Work as part of a team to resolve customer inquiries.

Skills

Customer service

Communication

Active listening

Empathy

Adaptability

Tech troubleshooting

Team mindset

Experience in CS

Education

High School diploma or GED

Job description

Fidelity Investments in Durham is hiring Financial Customer Associates to join a full-time onsite program. You will answer questions about 401k accounts, assist with withdrawals and loans, and support account maintenance while developing your financial services skills.

You do not need a finance background; training lasts 14 weeks, progressing from basic customer calls to more complex inquiries. The role offers shifts Monday–Friday with EST hours and opportunities to work extra hours as needed.