Financial Customer Associate — Onsite Career Growth

Fidelity Investments Inc.; Jacksonville (FL); Presencial; USD 22.000 - 33.000; Jornada completa

Descripción de la vacante

Fidelity Investments Inc. in Jacksonville seeks a Financial Customer Associate for a full-time, on-site role.

You'll handle customer calls about 401k accounts, provide guidance on withdrawals and loans, and assist with account maintenance while delivering education and resources to help clients meet financial goals. You will train in the first 14 weeks and progress to more advanced calls while balancing in-office and remote work options as Fidelity’s onsite rollout continues.

Formación

• Minimum 1 year of customer service experience.
• High School diploma or GED required.

Responsabilidades

• Assist customers with 401k account inquiries, including balances, withdrawals, and loans.
• Help with general account maintenance and provide education or resources to support decisions.
• Learn Fidelity processes during training and progressively handle more complex calls.

Conocimientos

Customer service

Active listening

Empathy

Communication

Adaptability

Educación

High School diploma or GED

Descripción del empleo

Fidelity Investments Inc. in Jacksonville seeks a Financial Customer Associate for a full-time, on-site role.

You'll handle customer calls about 401k accounts, provide guidance on withdrawals and loans, and assist with account maintenance while delivering education and resources to help clients meet financial goals. You will train in the first 14 weeks and progress to more advanced calls while balancing in-office and remote work options as Fidelity’s onsite rollout continues.