Financial Customer Advisor - Onsite Support

Habitat For Humanity Of Durham; Durham (NC); On-site; USD 38,000 - 46,000; Full time

Job summary

Fidelity is hiring for a full-time Financial Customer Associate at the Durham site. The role entails handling customer calls about 401k plans, guiding customers through balance inquiries, withdrawals, and loans, and providing education and resources to help them reach financial goals.

Training spans 14 weeks, with subsequent ongoing coaching and team activities. The position is onsite, with shifts Monday–Friday and initial training hours 8:30am–5:00pm EST, followed by a flexible 8-hour shift

Qualifications

• 1 year of customer service experience or equivalent.
• Strong communication and empathy with diverse customers.
• Ability to learn financial product basics and applications.

Responsibilities

• Handle customer calls and inquiries via voice and digital channels.
• Assist with 401k account balance questions, withdrawals, loans, and account maintenance.
• Provide education or resources to help customers make informed decisions.
• Log interactions and strive for timely resolutions.

Skills

Rapport building

Active listening

Adaptability

Tech troubleshooting

Customer resolution

Team player

Customer service experience

High school diploma

Education

High School diploma or GED

Job description

Fidelity is hiring for a full-time Financial Customer Associate at the Durham site. The role entails handling customer calls about 401k plans, guiding customers through balance inquiries, withdrawals, and loans, and providing education and resources to help them reach financial goals.

Training spans 14 weeks, with subsequent ongoing coaching and team activities. The position is onsite, with shifts Monday–Friday and initial training hours 8:30am–5:00pm EST, followed by a flexible 8-hour shift