Client Support Associate

Job overview

The Client Support Associate is an onsite position located in Covington, KY. Compensation is not specified, and the role supports the customer service department at Fidelity Investments. This role exists to provide exceptional service to clients by assisting with 401k account inquiries, withdrawals, and general financial education. The associate contributes to the team by building rapport with customers and helping them achieve their financial goals through clear communication and problem-solving.

What you'll do

• Handle customer calls regarding 401k plans
• provide education and resources
• perform account maintenance
• participate in team coaching and development activities.

What we're looking for

Skills & competencies

full-time

day shift

covington ky

financial services

customer support

401k

client relations

onsite

entry level

Work arrangement

• Weekend coverage required

Benefits & perks

• Comprehensive benefits package, career coaching, training

Why this role

Training cohort provided; no finance background required.

About the employer

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