Financial Customer Associate — Onsite Training & Growth

Fidelity Investments; Covington (KY); On-site; USD 20,664 - 27,552; Full time

Job summary

Fidelity Investments is hiring a Financial Customer Associate for our Covington site. This full-time, onsite role focuses on helping customers with 401(k) questions, withdrawals, loans, and account maintenance. Training starts quickly, and no finance background is required to succeed.

The position emphasizes empathy, clear communication, and strong customer service across channels. It offers daily shifts, growth opportunities, and a collaborative team environment.

Qualifications

• At least 1 year of customer service experience
• Ability to establish rapport and relationships through effective communication
• Strong listening skills and professionalism
• Flexibility to balance office and home or hybrid work environments

Responsibilities

• Answer questions about clients' 401(k) balances and account details
• Assist with withdrawals, loans, and account maintenance
• Provide education or resources to help customers make informed financial decisions
• Participate in training and collaborate with team members to improve service quality

Skills

Communication

Active listening

Empathy

Adaptability

Technical troubleshooting

Customer service

Team player

Education

High School diploma or GED

Job description

Fidelity Investments is hiring a Financial Customer Associate for our Covington site. This full-time, onsite role focuses on helping customers with 401(k) questions, withdrawals, loans, and account maintenance. Training starts quickly, and no finance background is required to succeed.

The position emphasizes empathy, clear communication, and strong customer service across channels. It offers daily shifts, growth opportunities, and a collaborative team environment.