Financial Customer Associate - Ayer - Fidelity Investments

    Fidelity Investments
    Fidelity Investments Ayer

    18 hours ago

    Description

    Job Title: Financial Customer Associate

    We are seeking a dedicated and customer service-minded individual to join our team as a Bilingual Financial Customer Associate (FCA) at Fidelity Investments in Ayer, US. This role provides an opportunity to make a difference in the lives of others by delivering exceptional financial support to customers worldwide.

    In this full-time position, you will apply your skills and knowledge daily to help customers feel more confident, make informed decisions, and achieve their financial goals. You will assist with various needs including answering questions about 401k account balances, making withdrawals, loans, account maintenance, providing education or resources.

    • You'll learn about the financial services industry through comprehensive training covering basic customer calls progressing to sophisticated calls related to clients' 401K plans.

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