Financial Customer Associate

Job Description:

Are you looking for a career where you will make a difference in people’s lives?

If so, consider joining our Albuquerque team! We’re hiring great people with a passion for helping others.

Apply today to join the next class of Financial Services Associates. This is a full-time, phone-based customer service position and you do not need a finance background to succeed in the role.

We’re looking for individuals who care about and can relate with others. We provide eight/nine weeks of paid training and ensure you have the resources you need to succeed. And, as part of a hiring class, you will also have a peer group to rely on for support.

Shifts and Hours: Monday – Friday. Training hours are 7:30am – 4:00pm and post training must be able to work an 8hr shift during the hours of 7:00am – 10:00 pm

Regular participation at our sites is an important part of our culture. Please be mindful of eventual commute distance.

Make an Impact By

• Establishing rapport and showing empathy with customers, making them feel valued
• Assisting customers with professionalism while following measurable business goals
• Effectively using internal resources (e.g. computer systems, online resources, and business partner relationships) to arrive at the right solution for the client
• Demonstrating excellent customer service skills with perseverance to resolve issues and processing transactions accurately
• Defining a problem clearly and raising concerns when necessary
• Taking initiative for acquiring the expertise and knowledge to effectively resolve customer issues
• Representing Fidelity's Voice to Our Customers
• Adding your voice and ideas to our Quality Improvement Process

The Expertise and Skills You Bring

• Having a degree or equivalent customer service experience is helpful. If you don’t have a degree, but would like to pursue one, Fidelity offers tuition reimbursement programs that can help you further your education.
• Listening and empathy skills to support the challenges of our diverse customers
• Excellent communications skills (both written and verbal)
• Of service attitude towards others and being a supportive teammate
• Delivering an excellent customer experience
• Personal computer proficiency
• Pro-active problem-solving skills
• Adaptable with the flexibility to thrive in various work environments (i.e. working from home, overtime, etc.)
• Ability to manage challenging situations and conversations
• Utilizing effective questioning to uncovering hidden customer needs
• Identifying the actions needed to obtain positive outcomes

Opportunities to Grow

As a successful Financial Customer Associate, you will have opportunities to explore different career paths. Your manager will work with you to identify career objectives and together you will carry out a plan to meet your individual goals.

Hear more about the role from one of our Financial Customer Associates.

Read more about our commitment to Diversity & Inclusion

Certifications:

Category:

Customer Service

Fidelity’s hybrid working model 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 every other week (all business days, M-F) in a Fidelity office.