Financial Customer Associate - Covington
HybridCovington, Kentucky, United States
Job Summary
Answer customer calls regarding 401k account balances, withdrawals, loans, and maintenance while providing financial education and resources. Progress from basic customer interactions to handling sophisticated 401k plan inquiries during a 14-week training cohort, then continue refining skills through ongoing customer support. Maintain strong rapport and empathy to help clients feel confident in their financial decisions. Work onsite one week out of four, with post-training shifts running 8 hours between 8:30am and 8:30pm EST. No finance background or degree required; high school diploma and one year of customer service experience are necessary.
Required Qualifications
- Currently, this role is required to be onsite for one week (M-F, all 5 days) out of every four weeks
- Fidelity will not provide immigration sponsorship for this position
- 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 Financial Customer Associates (FCA)
- 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 required
- Must be able to work an 8hr shift between the hours of 8:30am – 8:30pm EST
Desired Qualifications
- 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 channels
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