About The Company Fidelity is a leading global financial services corporation dedicated to providing comprehensive investment management, retirement planning, and wealth management solutions. With a strong reputation for customer-centric services and innovative financial products, Fidelity strives to empower individuals and businesses to achieve their financial goals.
The company emphasizes a collaborative work environment, continuous learning, and a commitment to diversity and inclusion. Fidelity's core values focus on integrity, excellence, and a passion for helping clients build secure financial futures. As part of its ongoing growth and transformation, Fidelity is investing in talented professionals who are eager to make a meaningful impact in the financial services industry.
About The Role We are seeking dedicated and customer-focused Financial Customer Associates (FCA) to join our team at the Covington site. This full-time position offers an exciting opportunity to develop your skills and build a rewarding career in financial services.
As an FCA, you will serve as a vital link between Fidelity and our valued clients, helping them navigate their retirement accounts, answer questions, and provide guidance to support their financial well-being. This role is ideal for individuals who enjoy making a positive difference in others' lives through exceptional customer service. The position involves assisting clients with account inquiries, transactions, and providing educational resources to help them make informed financial decisions.
Fidelity is committed to investing in your professional growth, offering comprehensive training and ongoing development opportunities.
Qualifications
Minimum of 1 year of customer service experience
High School diploma or GED required
Excellent communication and interpersonal skills
Ability to establish rapport and build relationships with diverse customers
Strong listening skills, professionalism, and empathy
Adaptability and flexibility to work in various environments, including balancing onsite and remote work
Proficiency in navigating basic technology systems and troubleshooting issues
Self-motivated team player with high energy and passion for customer service
Responsibilities
Respond to customer inquiries via phone and digital channels regarding 401(k) accounts, including balances, transactions, withdrawals, and loans
Provide clear, accurate, and timely information to help clients make informed financial decisions
Assist customers with account maintenance and resource access
Participate in comprehensive training programs to develop industry knowledge and customer service skills
Engage in team activities, well-being support, and career coaching sessions
Contribute to a positive team environment by sharing best practices and supporting colleagues
Handle a variety of situations and conversations, driving towards suitable resolutions for clients
Maintain compliance with regulatory requirements and Fidelity policies
Benefits
Competitive hourly wages with opportunities for overtime based on business needs
Comprehensive training and ongoing professional development
Health, dental, and vision insurance options
Retirement savings plans and financial wellness programs
Well-being and mental health support initiatives
Paid time off and holiday benefits
Opportunities for career advancement within Fidelity
Equal Opportunity
Fidelity is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based on race, color, religion, sex, national origin, age, disability, sexual orientation, gender identity, or any other protected status.
We believe that a diverse workforce enhances our ability to serve our clients and fosters innovation and growth. All qualified applicants will receive consideration for employment without regard to any protected characteristic.
Fidelity will not provide immigration sponsorship for this position.