Financial Customer Associate

Job overview

The Financial Customer Associate is a hybrid role based in 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 answering inquiries regarding 401(k) accounts, loans, and withdrawals. The associate will participate in a training cohort to develop financial services knowledge and help customers achieve their financial goals.

What you'll do

• Assist customers with 401(k) account balances, withdrawals, and loans
• provide education and resources
• participate in a 14-week training cohort
• handle customer calls via voice or digital channels
• maintain professionalism and empathy.

What we're looking for

Skills & competencies

full-time

day shift

smithfield ri

fidelity investments

customer service

no degree required

financial services

401k support

hybrid role

entry level

Work arrangement

• Weekend coverage required

Benefits & perks

• Comprehensive benefits package including health, retirement, and career development.

Why this role

14-week training program provided.

About the employer

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