Early Career Customer Service Associate - Albuquerque

Fidelity Investments
Santa Fe, United States
Permanent
Full-time

Early Career Customer Service Associate - AlbuquerqueJob Description :

Are you ready to Launch into a career at Fidelity?

If so, please consider joining our customer service team. This role requires a consistent balance of remote and on-site participation in the Regional Center location.

Please be mindful ofmute 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,muter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.

In this Customer Service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams .

You will assist with a broad range of needs including answering questions about their account balance and helping to make withdrawals, transfer funds, or find resources.

Wemit 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 who are also beginning their career in Customer Service and during the first six months , spend time training to be a Financial Customer Associate.

In this phase, you will start with basic customer calls and progress to more sophisticated calls and / or digital channels ( email, live chat, etc.

related to our clients 401K plans.

In the subsequent months , continue supporting customers through potentially multiple channels 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 effectivemunication.
  • Listening andpassion skills to support the challenges of our diverse customers.
  • Adaptability and flexibility to succeed in various work environments (, balancing a hybrid work environment, overtime, etc.)
  • 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.
  • Can type 40 words per minute and pass a standard English grammar test.

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 with decision-making.
  • Provide outstanding customer service andmunication via voice or digital channels.

Regional Center Shift Details :

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

Click to learn more about and how we support our associates

Certifications :

Fidelity Investments is a privately heldpany with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future.

We assistpanies 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 working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

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 amodate applicants with disabilities who need adjustments to participate in the application or interview process.

To initiate a request for an amodation, contact the HR Amodation Team by sending an email to .

We wee those with experience in jobs such as Controller, Home Buyer s Consultant, and Residential Real Estate Agent and others in the Accounting and Finance to apply. Job ID 1420622906

30+ days ago
Related jobs
Fidelity Investments
Santa Fe, New Mexico

The Customer Service role is similar to Entry Level Customer Service, Call Center Representative, Customer Service Representative and Customer Support Representative roles. Early Career Customer Service Associate - AlbuquerqueJob Description:. Join a cohort of associates who are also beginning their...

Promoted
FedEx Office and Print Services
Santa Fe, New Mexico

Provides an outstanding customer service experience by using consultative skills to anticipate customer needs, suggest alternatives, and find solutions to meet customer needs. The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to...

Promoted
Walgreen Company
Santa Fe, New Mexico

In accordance with state and federal regulations, assi Customer Service, Pharmacy, Associate, Customer Experience, Pharmacy Manager, Store Manager, Retail. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. Models and deliver...

Walgreens
Santa Fe, New Mexico

Customer Service Associate - Temporary | Walgreens. ...

City of Farmington
New Mexico, NM, USA

JOB POSITION #156 - CUSTOMER SERVICE ASSOCIATE. Responsible for entering customer information into the computer system to generate service orders for utility connects, disconnects and transfers of service, etc. Employee works under the general supervision of the Customer Care Specialists, Operations...

Walgreens
Santa Fe, New Mexico

Pharmacy Customer Service Associate | Walgreens. ...

TJX Companies, Inc.
Santa Fe, New Mexico

Respond to customer requests for assistance by referring customers to store management or customer service via a Company issued radio. Benefits include: Associate discount; EAP; smoking cessation; bereavement; 401(k) Associate contributions; child care & cell phone discounts; pet & legal ins...

Fedex Ground
Santa Fe, New Mexico

Provides an outstanding customer service experience by using consultative skills to anticipate customer needs, suggest alternatives, and find solutions to meet customer needs. The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to...

Savers
Santa Fe, New Mexico

At Savers / Value Village our Customer Service Associates create an awesome experience for our Customers, Donors and other Team Members. Job Title: Customer Service Associate. We are hiring for both Full Time and Part Time Customer Service Associates. We purchase these items directly from our nonpro...

Fedex Ground
Santa Fe, New Mexico

Provides an outstanding customer service experience by using consultative skills to anticipate customer needs, suggest alternatives, and find solutions to meet customer needs. The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to...