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  1. Home
  2. chevron_right
  3. customer services
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  5. Customer Support Representative
Fidelity Investments logo

Customer Support Representative

Not Disclosed•Full-TimeOn-site

location_on4, Greenwood Terrace, Pelham, Hillsborough County, New Hampshire, 03076, United States

Apply Now

About the Role

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 Customer Support Representatives, also known as Financial Customer Associates (FCA), at our Merrimack 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. 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, helping to make withdrawals and loans, handling account maintenance, and providing education or resources.

You do not need a finance background to succeed in this role. We commit to investing in you by strengthening your skills, experiences, and connections that will help advance your career at Fidelity.

What to Expect

As a new FCA, you'll learn about the financial services industry, develop your skills, and gain new experiences. You will 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. 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. Shifts run Monday through Friday. Training hours are 8:30am - 5:00pm EST, and post-training, you must be able to work an 8-hour shift between the hours of 10am - Midnight EST.

Our Investments in You

Our benefit programs are crafted to help you and your loved ones strike the perfect balance. We offer rewards and recognition as you progress through the program.

Important Notice

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities, and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Note: Fidelity is not providing immigration sponsorship for this position.

Work location

Work model: On-site

location_on

4, Greenwood Terrace, Pelham, Hillsborough County, New Hampshire, 03076, United States

Pelham, New Hampshire

Key Responsibilities

  • check_circleProvide financial education and resources to help clients make decisions
  • check_circleDeliver outstanding customer service via voice and digital channels
  • check_circleNavigate and troubleshoot basic technology issues and systems
  • check_circleAssist customers with account maintenance and loan inquiries
  • check_circleAnswer customer calls regarding 401k account balances and withdrawals
  • check_circleResolve customer issues and drive conversations to suitable resolutions

Requirements

  • verifiedHigh School diploma or GED required
  • verifiedMinimum 1 year of customer service experience
  • verifiedProficiency in navigating and troubleshooting basic technology issues
  • verifiedUS work authorization (no immigration sponsorship provided)

Benefits & Perks

check_circle14-week training cohort to develop skills and gain experiencecheck_circleCareer coaching and well-being support available during work hourscheck_circleRewards and recognition program to celebrate achievements
Fidelity Investments logo
Company

Fidelity Investments

Industry

customer services

View company profilearrow_forwardlanguageWebsite
Quick Overview

Experience

1+ yrs (Entry Level)

Education

High School diploma or GED required

Job Type

Full-Time

Skills Required

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Skills, education and keywords

Skills: Customer Service, 401K.

Education: High School diploma or GED required.

Frequently asked questions about Customer Support Representative at Fidelity Investments

What does a Customer Support Representative at Fidelity Investments do?expand_more
In this Customer Support Representative at Fidelity Investments role, you will provide financial education and resources to help clients make decisions; deliver outstanding customer service via voice and digital channels; navigate and troubleshoot basic technology issues and systems; and assist customers with account maintenance and loan inquiries.
What are the requirements for this Customer Support Representative role?expand_more
To qualify for the Customer Support Representative at Fidelity Investments position, applicants should have: High School diploma or GED required; Minimum 1 year of customer service experience; Proficiency in navigating and troubleshooting basic technology issues; and US work authorization (no immigration sponsorship provided).
Where is the Customer Support Representative role at Fidelity Investments located?expand_more
Customer Support Representative at Fidelity Investments is based in 4, Greenwood Terrace, Pelham, Hillsborough County, New Hampshire, 03076, United States. This is a on-site role.
Is this Customer Support Representative job remote, hybrid, or on-site?expand_more
Fidelity Investments has listed this Customer Support Representative role as on-site.
How much experience is required for this Customer Support Representative role?expand_more
Customer Support Representative at Fidelity Investments typically requires 1+ years of relevant experience at the entry level level.
What skills do you need for the Customer Support Representative role at Fidelity Investments?expand_more
Key skills for Customer Support Representative at Fidelity Investments include Customer Service; and 401K.
What education is required for Customer Support Representative at Fidelity Investments?expand_more
Educational requirements for this role: High School diploma or GED required.
What category does the Customer Support Representative role belong to?expand_more
Customer Support Representative at Fidelity Investments is part of the customer services job category on Recrutus.
Recrutus

Curating the world's most innovative career opportunities. We bridge the gap between visionary talent and industry-leading companies.

Search roles by city, category, skill, or job type — explore verified US employers, salary benchmarks, and remote-friendly teams hiring nationwide.

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Recrutus helps candidates discover roles that match their skills and helps teams reach qualified applicants faster. Browse by metro, discipline, or work style — from internships to senior leadership.

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Terms of serviceCookie policyAcceptable useDMCA policyEmployer termsCandidate terms
Customer Service401K
US privacy notice
Accessibility