Financial Wellness Advocate

Fidelity Investments; Albuquerque (NM); On-site; USD 51,577,000 - 65,904,000; Full time

Job summary

Fidelity Investments in Albuquerque is hiring a Financial Customer Associate to support customers with 401k questions, withdrawals, and account maintenance. This full-time, on-site role includes training during the first 14 weeks and opportunities to engage in team activities and coaching to grow the career in financial services.

While no finance background is required, the position emphasizes strong customer service, communication, and adaptability across office and remote work options as the

Qualifications

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

Responsibilities

• Answer customer questions via phone and digital channels.
• Participate in training cohort during first 14 weeks.
• Support customers with 401k account inquiries, withdrawals, loans, and account maintenance.

Skills

Customer service

Communication skills

Adaptability

Tech troubleshooting

Multichannel support

Time management

High School diploma

Education

High School diploma or GED

Tools

CRM systems

Job description

Fidelity Investments in Albuquerque is hiring a Financial Customer Associate to support customers with 401k questions, withdrawals, and account maintenance. This full-time, on-site role includes training during the first 14 weeks and opportunities to engage in team activities and coaching to grow the career in financial services.

While no finance background is required, the position emphasizes strong customer service, communication, and adaptability across office and remote work options as the