Customer Success Rep
Company: Fidelity Investments
Posted on: January 16, 2022
Are you looking for a career where you will make a difference in
people's lives ?
If so, consider joining our Merrimack team! We're hiring great
people with a passion for helping others.
Apply today to join the next class of Financial Services Associates
. This is a full-time, phone-based customer service position and
you do not need a finance background to succeed in the role.
We're looking for individuals who care about and can relate with
others. We provide eight/nine weeks of paid training and ensure you
have the resources you need to succeed. And, as part of a hiring
class, you will also have a peer group to rely on for support.
Shifts and Hours: - Monday - Friday. - -Training hours are 8:30am -
5:00pm and post training must be able to work an 8hr shift during
the hours of 2:00pm - 10:30pm or 3:30pm - Midnight
Regular participation at our sites is an important part of our
culture. Please be mindful of eventual commute distance.
Make an Impact By
Establishing rapport and showing empathy with customers, making
them feel valued
Assisting customers with professionalism while following measurable
Effectively using internal resources (e.g. computer systems, online
resources, and business partner relationships) to arrive at the
right solution for the client
Demonstrating excellent customer service skills with perseverance
to resolve issues and processing transactions accurately
Defining a problem clearly and raising concerns when necessary
Taking initiative for acquiring the expertise and knowledge to
effectively resolve customer issues
Representing Fidelity's Voice to Our Customers
Adding your voice and ideas to our Quality Improvement Process
The Expertise and Skills You Bring
Having a degree or equivalent customer service experience is
helpful. If you d on't have a degree, but would like to pursue one,
Fidelity - offers tuition reimbursement programs that can help you
further your education .
Listening and empathy skills to support the challenges of our
Excellent communications skills (both written and verbal)
"Of service" attitude towards others and being a supportive
Delivering an excellent customer experience
Personal computer proficiency
Pro-active problem-solving skills
Adaptable with the flexibility to thrive in various work
environments (i.e. working from home, overtime, etc.)
Ability to manage challenging situations and conversations
Utilizing effective questioning to uncovering hidden customer
Identifying the actions needed to obtain positive outcomes
Opportunities to Grow
As a successful Financial Customer Associate, you will have
opportunities to explore different career paths. Your manager will
work with you to identify career objectives and together you will
carry out a plan to meet your individual goals.
Hear more about the role from one of our Financial Customer
Read more about our commitment to Diversity & Inclusion
At Fidelity Investments, our customers are at the heart of
everything we do. As a privately held company with a rich 75-year
history, our mission has remained the same since our founding: to
strengthen the financial well-being of our clients . We help people
invest and plan for their future. We assist companies and
non-profit organizations in delivering benefits to their employees.
And we provide institutions and independent advisors with
investment and technology solutions to help invest their own
At Fidelity, you'll find endless opportunities to build a
meaningful career that positively impacts peoples' lives, including
yours. You can take advantage of flexible benefits that support you
through every stage of your career, empowering you to thrive at
work and at home. And you don't need a finance background to
succeed at Fidelity-we offer a range of opportunities for learning
and growth so you can build the career you've always imagined. We
welcome associates from different backgrounds and with different
perspectives to help us innovate and make a difference for our
customers and our communities.
We invite you to Find Your Fidelity at fidelitycareers.com .
Fidelity Investments is an equal opportunity employer. We believe
that the most effective way to attract, develop and retain a
diverse workforce is to build an enduring culture of inclusion and
Fidelity will reasonably accommodate applicants with disabilities
who need adjustments to participate in the application or interview
process. To initiate a request for an accommodation, contact the HR
Leave of Absence/Accommodation Team by sending an email to -
accommodations @fmr.com , or by calling 800-835-5099, prompt 2,
Fidelity will continue to keep the safety of associates and
customers as our top priority and this will never change. As the
pandemic evolves and Federal, State, and Local regulations emerge,
it has become clear that knowing the vaccination status of all
associates is critical to our safety efforts.
Therefore, Fidelity will require all candidates to disclose their
COVID-19 vaccination status during the hiring process, and if
vaccinated, provide proof of vaccine.
This is not a requirement to be vaccinated. It is a requirement to
report vaccination status and, if vaccinated, provide proof.
We welcome those with experience in jobs such as Payroll
Specialist, Field Client Relationship Manager, and Staff Accountant
and others in the Accounting and Finance to apply.
Keywords: Fidelity Investments, New England , Customer Success Rep, Other , Merrimack, Northeast
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