Remote Financial Customer Associate — 401(k) Support

Wiraa; United States; Hybride; USD 42 000 - 54 000; Plein temps

Avantages offerts par ce poste

Comprehensive health, dental, and vis​

Retirement savings plans with company

Paid time off and holidays

Training and professional development

Flexible work arrangements and wellnes

Opportunities for career advancement

Résumé du poste

Fidelity Investments in Merrimack, NH is seeking Financial Customer Associates to be the first point of contact for clients with retirement accounts, including 401(k). You will handle inquiries, guide account actions, and provide education to help clients reach their financial goals.

New associates will begin with a comprehensive 14-week training program, followed by ongoing coaching, team activities, and opportunities for career growth in a supportive, customer-focused environment.

Qualifications

• High School diploma or GED required.
• Minimum of 1 year of customer service experience.
• Excellent communication and interpersonal skills.
• Ability to establish rapport and build relationships with customers.
• Strong listening skills, professionalism, and empathy.
• Adaptability and flexibility to work in various environments, including balancing office and remote work.
• Proficiency in navigating and troubleshooting basic technology systems.
• Self-motivated with strong teamwork and social skills.

Responsabilités

• Respond to customer inquiries related to their retirement accounts, including 401(k) balances, withdrawals, and loans.
• Provide clear and accurate information to assist customers in making informed financial decisions.
• Guide customers through account maintenance processes and educational resources.
• Resolve customer issues efficiently and professionally, ensuring a positive experience.
• Participate in training sessions and team activities to enhance skills and knowledge.
• Maintain compliance with company policies, industry regulations, and security protocols.
• Document customer interactions accurately in the system.
• Contribute to a collaborative team environment by sharing best practices and supporting colleagues.

Connaissances

Customer service

Communication

Interpersonal skills

Active listening

Problem solving

Tech savvy

Rapport building

Teamwork

Flexibility

Remote work adaptation

Formation

High School diploma or GED

Description du poste

Fidelity Investments in Merrimack, NH is seeking Financial Customer Associates to be the first point of contact for clients with retirement accounts, including 401(k). You will handle inquiries, guide account actions, and provide education to help clients reach their financial goals.

New associates will begin with a comprehensive 14-week training program, followed by ongoing coaching, team activities, and opportunities for career growth in a supportive, customer-focused environment.