Financial Services Customer Advocate - Onsite Training

Fidelity Investments Inc.; Durham (NC); Sur place; USD 23 000 - 30 000; Plein temps

Résumé du poste

Fidelity Investments Inc. is seeking a Financial Customer Associate in Durham to handle a range of customer calls, from 401(k) inquiries to account maintenance.

The role emphasizes learning and growth, with an onsite training pathway and the opportunity to advance within Fidelity's financial services group. The position is full-time and onsite for structured training, then a mix of office and on-site work as the rollout continues.

Qualifications

• 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

Responsabilités

• Answer questions about customer accounts, including 401k balances, withdrawals, loans, and maintenance.
• Provide education or resources to help customers make informed financial decisions.
• Join training cohorts and develop skills through hands-on calls and coaching.
• Support customers via voice or digital channels and strive for high-quality service.

Connaissances

Customer service

Effective communication

Active listening

Empathy

Adaptability

Teamwork

Time management

High School diploma or GED

Formation

High School diploma or GED

Description du poste

Fidelity Investments Inc. is seeking a Financial Customer Associate in Durham to handle a range of customer calls, from 401(k) inquiries to account maintenance.

The role emphasizes learning and growth, with an onsite training pathway and the opportunity to advance within Fidelity's financial services group. The position is full-time and onsite for structured training, then a mix of office and on-site work as the rollout continues.