Entry-Level Customer Service

Position Overview

Are you ready to launch into a career at Fidelity? Please consider joining our customer service team where you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. This role requires a consistent balance of remote and on-site participation in the Regional Center location – please be mindful of commute distance when applying. Our Career Development experience is a springboard to an amazing career that can change the lives of customers and your own, especially throughFidelity benefitssuch as Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) with match, Health, Dental, Vision and Disability Insurance, Paid Time off, and more. You will assist with a broad range of needs including inquiries on account balances, withdrawals, fund transfers, and resource direction. We invest in you by strengthening your skills, experiences, and connections to help advance your career—even if you do not have a finance background or a degree.

Key Responsibilities

• Assist customers with inquiries regarding their account balances, withdrawals, and fund transfers.
• Provide outstanding customer service through various channels including phone, email, and live chat.
• Participate in training to develop skills necessary for a Financial Customer Associate role.
• Engage in team activities and well-being support during work hours.
• Work collaboratively with a cohort of associates to enhance customer service skills.

Required Qualifications

• Ability to establish rapport and build relationships through effective communication.
• Strong listening skills and compassion to support diverse customer challenges.
• Adaptability and flexibility to succeed in various work environments.
• Self-motivated teammate with strong social skills.
• Ability to type at least 40 words per minute and pass a standard English grammar test.

Preferred Qualifications

• Experience in customer service or call center environments.
• Familiarity with financial products and services.

Benefits & Perks

• Maternal and Parental Leave
• Tuition Reimbursement
• Student Loan Assistance
• 401(K) with match
• Health Insurance
• Dental Insurance
• Vision Insurance
• Disability Insurance
• Paid Time off
• Commuter Benefit Program
• Backup Dependent Care
• Charitable match
• Concierge Services
• Wellness Program
• Fitness Reimbursement