Financial Customer Advocate - Growth Path

Soteria Reinsurance Ltd.; Jacksonville (FL); On-site; USD 51,577,344 - 63,038,976; Full time

Job summary

Fidelity Investments in Jacksonville, FL is hiring a Financial Customer Associate to provide frontline support for clients' 401(k) accounts, loans, and maintenance. This full-time, onsite role starts with a 14-week training cohort, with progression to more advanced calls as you grow your skills.

No finance background required; training emphasizes customer service, empathy, and problem solving. Shifts run Monday–Friday 8:30am–5:00pm during training and 12:00pm–8:30pm after onboarding.

Qualifications

• Minimum 1 year of customer service experience.
• High School diploma or GED required.
• Ability to establish rapport with customers.
• Excellent listening and communication skills.
• Flexible to work onsite Monday–Friday.
• Willingness to work training hours as assigned.
• Comfort with navigating basic technology.

Responsibilities

• Answer customer questions about accounts and services.
• Assist with withdrawals, loans, and account maintenance.
• Provide education or resources to help financial decisions.
• Support customers with basic technology and digital channels.

Skills

Rapport building

Active listening

Communication skills

Empathy

Adaptability

Problem solving

Team player

Education

High School diploma or GED

Job description

Fidelity Investments in Jacksonville, FL is hiring a Financial Customer Associate to provide frontline support for clients' 401(k) accounts, loans, and maintenance. This full-time, onsite role starts with a 14-week training cohort, with progression to more advanced calls as you grow your skills.

No finance background required; training emphasizes customer service, empathy, and problem solving. Shifts run Monday–Friday 8:30am–5:00pm during training and 12:00pm–8:30pm after onboarding.