Financial Customer Advocate — Onsite Training

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

Job summary

Fidelity in Merrimack, NH is hiring a Financial Customer Associate to support clients with 401(k) questions, withdrawals, loans, maintenance, and education. This full-time role starts with a 14-week training cohort to develop foundational skills.

As you progress, you'll handle broad customer calls, hone your communication, and join team activities and coaching. No finance background required—great for career growth within Fidelity.

Qualifications

• Minimum 1 year of customer service experience.
• Strong communication and empathy toward customers.
• Ability to balance office and home work environments.

Responsibilities

• Answer questions about accounts and guide customers through transactions.
• Learn and progress from basic calls to more complex inquiries during training.
• Participate in team activities, well-being support, and career coaching.

Skills

Rapport building

Active listening

Adaptability

Tech troubleshooting

Conflict resolution

Team player

Customer service

Education

High School diploma / GED

Job description

Fidelity in Merrimack, NH is hiring a Financial Customer Associate to support clients with 401(k) questions, withdrawals, loans, maintenance, and education. This full-time role starts with a 14-week training cohort to develop foundational skills.

As you progress, you'll handle broad customer calls, hone your communication, and join team activities and coaching. No finance background required—great for career growth within Fidelity.