Financial Customer Associate - Smithfield

Job overview

The Financial Customer Associate - Smithfield is an onsite role based in North Smithfield, RI. Compensation is not specified for this position, which supports the customer service department at Fidelity Investments. This role exists to provide exceptional service to customers by assisting with 401k account inquiries, loans, and account maintenance. The associate contributes to the team by building rapport, resolving customer needs, and helping clients achieve their financial goals.

What you'll do

• Establish rapport through effective communication
• handle customer inquiries via voice or digital channels
• assist with 401k account maintenance, withdrawals, and loans
• participate in a 14-week training cohort
• develop skills in financial services
• maintain professionalism and empathy
• troubleshoot basic technology issues.

What we're looking for

Skills & competencies

full-time

day shift

north smithfield ri

fidelity

customer service

onsite

no degree required

entry level

financial services

401k support

Work arrangement

• Weekend coverage required

Benefits & perks

• Featured benefits available via company portal link.

Why this role

Full-time onsite model with phased rollout; no finance background required; training provided.

About the employer

Fidelity Investments is hiring for this role. Industry: Financial Transactions Processing, Reserve, and Clearinghouse Activities. Sector: 52.