Fidelity Investments · 1 day ago
Customer Support Representative - Covington
Fidelity Investments is seeking Customer Support Representatives, also known as Financial Customer Associates, at their Covington site. In this role, you will assist customers with their financial needs, including answering questions about their 401k accounts and providing education and resources to help them achieve their financial goals.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
Responsibilities
Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate
In the subsequent months, you will continue taking customer calls to develop and hone your skills
There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching
Provide outstanding customer service and communication via voice or digital channels
Qualification
Required
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
Company
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
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