Financial Customer Advocate - Onsite Role

Fidelity Investments; Albuquerque (NM); On-site; USD 22,041 - 30,307; Full time

Job summary

Fidelity Investments in Albuquerque is hiring a Financial Customer Associate in a full-time onsite role. You will support customers with questions about their 401(k) plans, including balances, withdrawals, loans, and account maintenance, while providing education and resources to help them reach their financial goals.

Successful applicants will have at least 1 year of customer service experience and a high school diploma or GED.

Qualifications

• Minimum 1 year of customer service experience.
• High School diploma or GED required.
• You do not need a finance background to succeed in this role.

Responsibilities

• Answer questions about 401k balances and withdrawals.
• Assist with account maintenance, loans, and education resources.
• Provide consistent, empathetic customer service across channels.
• Participate in training and development during first 14 weeks.

Skills

Communication skills

Active listening

Empathy

Adaptability

Technology troubleshooting

Customer service

Team player

Education

High School diploma or GED

Job description

Fidelity Investments in Albuquerque is hiring a Financial Customer Associate in a full-time onsite role. You will support customers with questions about their 401(k) plans, including balances, withdrawals, loans, and account maintenance, while providing education and resources to help them reach their financial goals.

Successful applicants will have at least 1 year of customer service experience and a high school diploma or GED.