Financial Customer Advocate — 401k Specialist

Soteria Reinsurance Ltd.; Albuquerque (NM); On-site; USD 24,796 - 30,307; Full time

Benefits offered by this job

Training program

Career coaching

Well-being support

Job summary

Fidelity Investments in Albuquerque seeks a Financial Customer Associate to deliver exceptional customer service with a focus on 401k accounts. This full-time onsite role starts with a training cohort and progresses to handling a broad range of client inquiries.

No finance background is required; you will learn the financial services industry, gain new experiences, and contribute to customer education and empowerment.

Qualifications

• Minimum 1 year of customer service experience.
• High School diploma or GED required.
• Ability to establish rapport with diverse customers.

Responsibilities

• Assist customers with 401k balance questions and withdrawals.
• Perform account maintenance and provide education/resources.
• Support customers in making informed financial decisions.

Skills

Customer service

Communication

Active listening

Empathy

Problem solving

Education

High School diploma or GED

Job description

Fidelity Investments in Albuquerque seeks a Financial Customer Associate to deliver exceptional customer service with a focus on 401k accounts. This full-time onsite role starts with a training cohort and progresses to handling a broad range of client inquiries.

No finance background is required; you will learn the financial services industry, gain new experiences, and contribute to customer education and empowerment.