Customer Service Associate - Durham, United States - Fidelity Investments

Description

**Customer Service Associate North Carolina**

**Durham , NC**

****

**Job Description:**

**Are you looking for a career where you will make a difference in peoples lives**

If so, consider joining our Durham, North Carolina team Were hiring great people with a passion for helping others.

Apply today to join the next class of **Customer 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.

Were 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 12:00 noon 8:30 pm

*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 business goals

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 dont 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 diverse customers

Excellent communications skills (both written and verbal)

"Of service" attitude towards others and being a supportive teammate

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 needs

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.

from one of our Financial Customer Associates.

Read more about our

****

**Certifications:**

****

**Company Overview**

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 clients money.

**Join Us**

At Fidelity, youll 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 dont need a finance background to succeed at Fidelitywe offer a range of opportunities for learning and growth so you can build the career youve 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 .

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 belonging.

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 , or by calling , prompt 2, option 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.*

**Fidelity benefits that adapt to everything life sends your way**

**Benefits With You in Mind**

Benefits for your whole life thats what youll find at Fidelity.

Youll find everything from perks that makes your daily life better to those big-picture, life-changing resources here with us. We have an amazing package of benefits and programs designed to help you thrive both in and outside of work.

**Family Programs**

Adoption assistance

Maternity & parental leave (16 weeks of fully-paid maternity leave and 6 weeks fully-paid parental leave)

**Wellness Programs**

Dependent care flexible spending (FSA)

On-site health & wellness centers

**Retirement Planning**

401(k): pre-tax and/or Roth

**Health & Insurance**

Medical coverage

Dental & Vision coverage

**Education Benefits**

Step Ahead student loan assistance helping you pay down your loans so you can save on interest, with up to $10K in contributions

Tuition reimbursement program

Subject to your meeting initial and ongoing eligibility requirements, Company discretion and the availability of sufficient Company profits and cash flow.

** Albuquerque-based regular employees, excluding individuals employed in a retail branch location, are not eligible to receive the Profit Sharing contribution or Retiree Health Reimbursement Plan credits.

*** As of March 2019.

**Fidelity is invested in you**

**Committed to Continuous Learning**

At Fidelity, we are constantly adapting to the changing needs of our customers, new technologies, and better ways of working. And we empower our employees to do the same, with an emphasis on developing skills and connections that will help propel you forward in your career while being able to make an impact for Fidelitys customers around the world.

**Licenses & Certifications**

Pursue your FINRA Series 7 and/or Series 63 licenses working in our Regional Centers to take your career to the next level as a licensed financial broker.

Tuition reimbursement for online or in-person course work in pursuit of new certifications.

**Continuing Education & Training**

Assess, build, and align your development plan through resources like our skill-building classroom and online courses.

Video-based training for technology, leadership, management & more.

Your facilitator, manager and business partners will give you ongoing support as you develop in your role and provide personalized feedback and coaching.

A range of talent development programs to