Financial Customer Associate - Covington
Company: Fidelity Investments
Posted on: September 24, 2022
Job Description:Are you ready to Launch into a career at
Fidelity? If so, please consider joining our customer service team
in Covington, KY. This role requires a consistent balance of remote
and on-site participation in our Covington office. Please be
mindful of commute distance when considering applying. Our Career
Development experience is a springboard to an amazing career in
which you change the lives of customers! Along with the Fidelity
benefits and support we provide; it could change yours as well.
Here are a few featured benefits (not all benefits are listed)
Maternal and Parental Leave, Tuition Reimbursement, Student Loan
Assistance, 401(K) with match, Health Insurance, Dental Insurance,
Vision Insurance, Disability Insurance, Paid Time off, Commuter
Benefit Program, Backup Dependent Care, Charitable match, Concierge
Services, Wellness Program, and Fitness Reimbursement.In this
Customer Service role, you willhelp customers feel more confident,
make clearer decisions, and achieve their own financial dreams.
You'll assist with a broad range of needs including answering
questions about their account balance and helping to make
withdrawals, transfer funds, or find resources. We commit to
investing in you by strengthening your skills, experiences and
connections that will help advance your career at Fidelity.The
Customer Service role is similar to Entry Level Customer Service,
Call Center Representative, Customer Service Representative and
Customer Support Representative roles.How it works ...
- Join a cohort of associates in a Customer Service role and
during the first six months, spend time training to become a
Financial Customer Associate. In this phase, you will start with
basic customer calls and progress to more sophisticated calls
related to our clients 401K plans.
- In the subsequent months, continue taking customer calls to
develop and hone your skills. There will be time in the day (away
from the phones) to join team activities, get well-being support,
and career coaching. There also is an option to acquire your FINRA
Series 7 and 63 licenses depending on Career Path.
Advantages of the program ...
Onboarding & Experiential Learning: Training within an
industry-leading program will fully prepare you to develop the
skills needed to engage with customers, while we will provide
enrichment activities that will help 'invest in you'.
Rewards & Recognition: Your achievements will be celebrated as you
progress through the program.
Career Coaching: A Career Coach will help you understand the array
of career opportunities at Fidelity, identify a career path that
fits your interests, passions, and strengths, and chart a course to
help you grow.
- This is a full-time hourly phone position that also offers the
opportunity to work extra hours based on the business needs and
your availability. You do not need a finance background or a degree
to succeed in the role.
Skills You Bring
- Ability to establish rapport and relationships through
- Listening and compassion skills 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,
- Handle a variety of situations and conversations driving
towards a resolution suitable for all
- Self-motivated teammate with strong social skills who bring
energy and passion to the team
The Value You Deliver
- A passion for helping people
- Desire for continual learning and dedication to study and apply
new concepts, learning quickly and retaining information to assist
- Provide outstanding customer service and communication via
phone, email, or chat
Shifts and Hours: Monday - Friday. Training hours are 8:30am -
5:00pm EST and post training must be able to work an 8hr shift
during the hours of 12:00 noon - 8:30pm ESTClick to learn more
about and how we support our associatesCertifications:Company
OverviewFidelity Investments is a privately held company with a
mission 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
Join UsAt Fidelity, you'll 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. Honored with a , we have been recognized by our
employees as a Best Place to Work in 2022. And you don't need a
finance background to succeed at Fidelity-we offer a range of
opportunities for learning so you can build the career you've
always imagined.Many of our associates are continuing to work
remotely temporarily due to COVID-19. When Fidelity employees
eventually return to the office, our goal is for most people to
work flexibly in a way that balances both personal and business
needs with time onsite and offsite through what we're calling "."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 , or by calling 800-835-5099, prompt 2, option 3.
Keywords: Fidelity Investments, Cincinnati , Financial Customer Associate - Covington, Accounting, Auditing , Latonia, Ohio
Didn't find what you're looking for? Search again!