Financial Customer Associate | Onsite Training & Growth

Fidelity Investments; Smithfield (RI); On-site; USD 42,000 - 52,000; Full time

Job summary

Fidelity Investments in Smithfield, RI is hiring a Financial Customer Associate for a full-time, onsite role. You will assist customers with 401(k) balances, withdrawals, loans, and account maintenance, and provide educational resources.

You’ll participate in a 14-week training cohort to develop skills and confidence in handling a broad range of inquiries. Strong communication, empathy, and adaptability are essential.

Qualifications

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

Responsibilities

• Answer questions about 401(k) account balances, withdrawals, and loans.
• Maintain accounts and provide education or resources to customers.
• Learn about the financial services industry during training and develop skills over time.

Skills

Customer service experience

Education

High School Diploma or GED

Job description

Fidelity Investments in Smithfield, RI is hiring a Financial Customer Associate for a full-time, onsite role. You will assist customers with 401(k) balances, withdrawals, loans, and account maintenance, and provide educational resources.

You’ll participate in a 14-week training cohort to develop skills and confidence in handling a broad range of inquiries. Strong communication, empathy, and adaptability are essential.