Financial Customer Associates - Fidelity Investments

Smithfield, RI 02917

Posted: 08/04/2022 Industry: Customer Service/Call Center/Retail Job Number: 3044

Job Description

Skills for Rhode Island’s Future is recruiting candidates for Fidelity Investments. Please read more about Skills for Rhode Island’s Future at the end of this job description.

COMPANY NAME: Fidelity Investments
JOB TITLE: Financial Customer Associate 
LOCATION:  Temporarily Remote - Smithfield, RI
Hours: Full-time

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Apply today to join the next class of Financial Customer Associates. This is a full-time, phone-based customer service position and you do not need a finance background to succeed in the role.

Key Responsibilities:

  • Establishing rapport and showing empathy with customers, making them feel valued
  • Assisting customers with professionalism while following measurable business goals
  • Effectively using internal resources (e.g. computer systems, online resources, and business partner relationships) to arrive at the right solution for the client
  • Demonstrating excellent customer service skills with perseverance to resolve issues and processing transactions accurately
  • Defining a problem clearly and raising concerns when necessary
  • Taking initiative for acquiring the expertise and knowledge to effectively resolve customer issues
  • Representing Fidelity's Voice to Our Customers
  • Adding your voice and ideas to our Quality Improvement Process

Successful candidates will have:

  • Having a degree or equivalent customer service experience is helpful. If you don’t have a degree, but would like to pursue one, Fidelity offers tuition reimbursement programs that can help you further your education.
  • Listening and empathy skills to support the challenges of our diverse customers
  • Excellent communications skills (both written and verbal)
  • "Of service" attitude towards others and being a supportive teammate
  • Delivering an excellent customer experience
  • Personal computer proficiency
  • Pro-active problem-solving skills
  • Adaptable with the flexibility to thrive in various work environments (i.e. working from home, overtime, etc.)
  • Ability to manage challenging situations and conversations
  • Utilizing effective questioning to uncovering hidden customer needs
  • Identifying the actions needed to obtain positive outcomes

Opportunities to Grow

As a successful Financial Customer Associate, you will have opportunities to explore different career paths. Your manager will work with you to identify career objectives and together you will carry out a plan to meet your individual goals.

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award(opens in a new tab), we have been recognized by our employees as a Best Place to Work in 2022. And you don’t need a finance background to succeed at Fidelity we offer a range of opportunities for learning so you can build the career you’ve always imagined.

As a result of COVID-19, many of our associates are continuing to work remotely. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working(opens in a new tab).

How to Apply

For more information and a full job description, please visit Skills for Rhode Island’s Future website at Applicants interested in this position will be screened by Skills for Rhode Island’s Future and Fidelity Investments will make the final hiring decisions.

Why Apply Through Skills for Rhode Island’s Future

Our mission is focused on supporting unemployed and underemployed job seekers. Our goal is to get you back to work. Skills for Rhode Island’s Future’s team will guide and provide you with support throughout the hiring process. Skills for Rhode Island’s Future has agreements with employers to recruit talent like you, making us a resource to get the unemployed and underemployed job seeker back to work.

Meet Your Recruiter

Nicholas Rayta

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