Onsite Financial Customer Associate: Customer Care Champion

Fidelity Investments Inc.; Smithfield (RI); Sur place; USD 25 000 - 33 000; Plein temps

Résumé du poste

Fidelity Investments Inc. in Smithfield, RI seeks a Financial Customer Associate for a full-time, onsite role. You will answer questions about 401k balances, assist with withdrawals, loans, and account maintenance, and provide education or resources to help customers reach their financial goals.

You will learn in a training cohort and build rapport with customers through strong communication and empathy, balancing office and on-site work with flexibility. Sponsorship is not provided.

Qualifications

• Minimum 1 year of customer service experience.
• High School diploma or GED required.
• Willingness to work onsite; overtime may be required.

Responsabilités

• Answer questions about 401k balances and assist with withdrawals and loans.
• Support account maintenance and provide education or resources.
• Help customers make informed financial decisions with clear guidance.
• Develop rapport through effective communication and empathy.

Connaissances

Customer service

Communication skills

Empathy

Adaptability

Problem solving

Active listening

Formation

High School diploma or GED

Description du poste

Fidelity Investments Inc. in Smithfield, RI seeks a Financial Customer Associate for a full-time, onsite role. You will answer questions about 401k balances, assist with withdrawals, loans, and account maintenance, and provide education or resources to help customers reach their financial goals.

You will learn in a training cohort and build rapport with customers through strong communication and empathy, balancing office and on-site work with flexibility. Sponsorship is not provided.