Client Service Associate - Entry Level
Company: Fidelity Investments
Location: Covington
Posted on: October 26, 2024
Job Description:
Job Description:Do you genuinely enjoy making a difference in
the lives of others? If you answered "yes" and are a customer
service-minded champion, we are hiring Entry Level Customer Service
Representatives, also known as Financial Customer Associates (FCA)
in our Covington site.In this full-time position, you can apply
your skills and knowledge in a significant way every day to help
others. Our FCA role is a springboard to an amazing career in which
you change the lives of customers! In this customer service role,
you will help 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 401k account balance and helping to make withdrawals, loans,
account maintenance, provide education or resources. - We commit to
investing in you by strengthening your skills, experiences and---
connections that will help advance your career at Fidelity. You do
not need a finance background to succeed in this role. ---What to
expect---As a new FCA, you'll learn about the financial services
industry, develop your skills, and gain new experiences.
- Join a training cohort of associates during the first 14 weeks,
spending 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, 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.
- Rewards & Recognition: Your achievements will be celebrated as
you progress through the program.
- 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.The Skills You Bring
- 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 requiredThe Value You Deliver
- A passion for helping people
- Desire for continuous learning, applying new concepts, and
using training and experience to assist with decision-making
- Provide outstanding customer service and communication via
voice or digital channelsOur Investments in YouOur benefit programs
are crafted to help you and your loved ones strike the perfect
balance. Here are a few featured benefits (not all benefits are
listed): Maternal and Parental Leave, Tuition Reimbursement,
Student Loan Assistance, 401(K) 7% 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.Sound too good to be true? See for yourself and learn
more about our benefits offerings:
- Click to hear from a few of our associates about the
outstanding benefits Fidelity offers: -
- Click to learn more about and how we support our
associatesShifts and Hours: - Monday - Friday. - -Training hours
are 8:30am - 5:00pm EST and post training must be able to work an
8hr shift between the hours of 8:30am - Midnight ESTFidelity
Investments does not offer work visas for this
roleCertifications:Company Overview Fidelity 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 clients' money. Join Us At 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 top
10 Best Place to Work in 2024. 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.
blends the best of both onsite and offsite work experiences.
Working onsite is important for our business strategy and our
culture. We also value the benefits that working offsite offers
associates. Most hybrid roles require associates to work onsite all
business days of every other week in a Fidelity office. At
Fidelity, we value honesty, integrity, and the safety of our
associates and customers within a heavily regulated industry.
Certain roles may require candidates to go through a preliminary
credit check during the screening process. Candidates who are
presented with a Fidelity offer will need to go through a
background investigation, , and may be asked to provide additional
documentation as requested. This investigation includes but is not
limited to a criminal, civil litigations and regulatory review,
employment, education, and credit review (role dependent). These
investigations will account for 7 years or more of history,
depending on the role. Where permitted by federal or state law,
Fidelity will also conduct a pre-employment drug screen, which will
review for the following substances: Amphetamines, THC (marijuana),
cocaine, opiates, phencyclidine. 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 Accommodation Team by
sending an email to .
We welcome those with experience in jobs such as Payroll
Specialist, Accounts Receivable Clerk, and Billing and Posting
Clerk and others in the Accounting and Finance to apply.
Keywords: Fidelity Investments, Dayton , Client Service Associate - Entry Level, Other , Covington, Ohio
Didn't find what you're looking for? Search again!
Loading more jobs...