Financial Customer Associate - Durham

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 will not provide immigration sponsorship for this position.

Job Description:

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, this role is required to be onsite for one week (M-F, all 5 days) out of every four weeks. Onsite expectations are likely to evolve as the rollout continues.

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Do you genuinely enjoy making a difference in the lives of others? If you answered "yes" and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Durham site.

In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role.

As a new FCA, you'll learn about the financial services industry, develop your skills, and gain new experiences.

• Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans.
• In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching.
• Rewards & Recognition: Your achievements will be celebrated as you progress through the program.
• This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role.

The Expertise and Skills you Bring

• Ability to establish rapport and relationships through effective communication
• Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers.
• Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.)
• Proficiency in navigating and troubleshooting basic technology issues or systems.
• Handle a variety of situations and conversations driving towards a resolution suitable for all
• Self-motivated teammate with strong social skills who brings energy and passion to the team
• Minimum 1 year of customer service experience
• High School diploma or GED required

The Value you Deliver

• A passion for helping people
• Desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making
• Provide outstanding customer service and communication via voice or digital channels

Our Investments in You

Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Click here to learn about a few featured benefits (not all benefits are listed)

Shifts and Hours: Monday - Friday. Training hours are 8:30am - 5:00pm EST and post training must be able to work an 8 hour shift between the hours of 12:00pm - 12:00am EST.

Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

Customer Service

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.