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Client Support Associate (Financial)

Fidelity Investments · Merrimack, NH · Fidelity Customer Service

Employment type

Full-time

Work setting

On-site

Location

Merrimack, NH

Schedule

Day shift

Posted

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Job overview

The Client Support Associate is a hybrid role based in Merrimack, NH. Compensation is not specified in the listing. This role supports the Fidelity Investments customer service team. The role exists to assist customers with financial needs, including 401k account balance inquiries, withdrawals, loans, and account maintenance.

What you'll do

  • Assist customers with 401k account balance inquiries, withdrawals, loans, and account maintenance.
  • Provide education or resources.
  • Handle a variety of situations and conversations driving towards a resolution.

What we're looking for

Skills & competencies
full-time
day shift
merrimack nh
customer service
finance
hybrid
weekend required
fidelity
client support
no degree required
Work arrangement
  • Weekend coverage required

Benefits & perks

  • Comprehensive benefit programs including medical, dental, vision, 401(k), and more.

Why this role

Springboard to a career in finance, no finance background required, training cohort provided.

About the employer

Fidelity Investments is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.

Additional details

Industry sector
52
Industry
Portfolio Management and Investment Advice
Occupation code
43-4051.00
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