Fidelity Investments · 17 hours ago
Financial Customer Associate - Covington
Covington, KY
Full-time
Hybrid
Entry Level
1+ years expFidelity Investments is seeking Financial Customer Associates in their Covington site to make a difference in the lives of others through customer service. In this role, you will assist customers with their financial needs, including 401k accounts, while developing skills and gaining experience in the financial services industry.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
No H1B
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
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.
10001+ employees
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
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
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