Customer Service Experience
Company: Fidelity Investments
Location: Jemez Springs
Posted on: September 24, 2022
Early Career Customer Service Associate
Are you ready to Launch into a career at Fidelity?
If so, please consider joining our customer service team in
Albuquerque, NM. This role requires a consistent balance of remote
and on-site participation in our Albuquerque office. Please be
mindful of commute distance when considering applying.
Our new Career Development experience, Launch, 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), 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
This 18-24-month program provides an opportunity to learn about
Fidelity and build skills, experiences and connections that will
help advance your career. 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 account
balance and helping to make withdrawals, transfer funds, or find
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 who are also beginning their career in
Customer Service, you'll be surrounded by a team of leaders,
coaches, mentors, and peers who provide support at each stage.
- During the first six months, spend time onboarding, training,
and preparing to become a Financial Customer Associate . In this
phase, you will take basic customer calls and progress to more
complex calls as knowledge and experience is developed around money
out and money in for our clients 401K plans. A robust learning and
study program are with you every step of the way.
- 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. Imagine someone sits down with you to talk
about your strengths, interests, and passions-helping you to begin
charting your career path. Learn and develop, while using Fidelity
resources, support, and mentoring. Option to acquire your FINRA
Series 7 and 63 licenses depending on Career Path.
- Gain confidence and develop proficiency serving customers, then
spend more time off the phones learning about roles that impact
your current role while acquiring new skills, gaining new
experiences, building your network, and delivering value in
different ways. 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., working from home, overtime, etc.)
- Handle a variety of situations and conversations driving
towards a resolution suitable for all
- Self-motivated teammate with strong interpersonal skills who
brings energy and enthusiasm 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 Click to learn more about Training
Opportunities at Fidelity (opens in a new tab) and how we support
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
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 Glassdoor Employees' Choice Award
, 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 " Dynamic Working ."
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
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 , prompt 2, option 3.
We welcome those with experience in jobs such as Co-Manager,
General Store Manager, and Retail Fashion Buyer and others in the
Retail to apply.
Keywords: Fidelity Investments, Rio Rancho , Customer Service Experience, Hospitality & Tourism , Jemez Springs, New Mexico
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