Financial Customer Associate - Brooklyn - Fidelity Investments

    Fidelity Investments
    Fidelity Investments Brooklyn

    1 day ago

    Description

    Financial Customer Associate Role

    We seek a passionate customer service professional to join our team as a Financial Customer Associate. This role is ideal for those who enjoy making a difference in the lives of others.

    • This full-time position offers the opportunity to apply skills and knowledge in a meaningful way every day, helping customers feel confident, make informed decisions, and achieve their financial goals.

    The successful candidate will have excellent communication and interpersonal skills, be able to establish rapport with diverse customers, and possess adaptability and flexibility in various work environments.

    Key Responsibilities:

    • Assist customers with inquiries about 401k accounts balances withdrawals loans account maintenance education or resources

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