Full-Time

Financial Customer Associate

Bilingual

Confirmed live in the last 24 hours

Fidelity Investments

Fidelity Investments

10,001+ employees

Investment management and financial services provider

Fintech
Financial Services

Junior

No H1B Sponsorship

Albuquerque, NM, USA

Hybrid role requiring onsite presence every other week.

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Customer Service
Requirements
  • Ability to establish rapport and relationships through effective communication
  • Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers.
  • Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.)
  • Proficiency in navigating and troubleshooting basic technology issues or systems.
  • Handle a variety of situations and conversations driving towards a resolution suitable for all
  • Self-motivated teammate with strong social skills who brings energy and passion to the team
  • Minimum 1 year of customer service experience
  • High School diploma or GED required
Responsibilities
  • help customers feel more confident, make clearer decisions, and achieve their own financial dreams
  • assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources
  • learn about the financial services industry, develop your skills, and gain new experiences
  • take customer calls to develop and hone your skills
  • join team activities, get well-being support, and career coaching
  • provide outstanding customer service and communication via voice or digital channels

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 offers news and trading tools on the go. Additionally, they provide features like the Watch List Visualization for iPad, which allows users to track stock price changes over time using a heatmap. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial decisions.

Company Stage

Debt Financing

Total Funding

$120.2B

Headquarters

Boston, Massachusetts

Founded

1946

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased adoption of wearable tech could boost Fidelity's mobile solutions.
  • Growing interest in Bitcoin ETFs suggests expansion in Fidelity's digital asset offerings.
  • Rise of AI could benefit Fidelity's data analytics and AI-driven investment strategies.

What critics are saying

  • Loss of key personnel like Gita Bal may impact Fidelity's research capabilities.
  • Increased competition from Vanguard's new division could draw clients away from Fidelity.
  • Potential reputational risk from Bitcoin ETF outflows could affect Fidelity's offerings.

What makes Fidelity Investments unique

  • Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.
  • Fidelity's mobile solutions are available on multiple platforms, including Windows Phone and iPad.
  • Fidelity's Open Limit Order Visualization provides unique insights into order execution proximity.

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Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement