Client Support Associate

About The Company Fidelity is a leading global financial services corporation dedicated to helping individuals and institutions achieve their financial goals. With a rich history of innovation and customer-centric solutions, Fidelity offers a comprehensive range of investment management, retirement planning, brokerage, and advisory services. Committed to fostering a dynamic and inclusive work environment, Fidelity invests in its employees through continuous training, development programs, and a supportive culture that values integrity, collaboration, and excellence. As part of its ongoing commitment to growth and innovation, Fidelity is expanding its team to better serve its diverse customer base and adapt to the evolving financial landscape. About The Role Are you passionate about making a positive impact in people's lives? Do you excel in customer service and enjoy helping others navigate complex financial information? Fidelity is currently hiring Financial Customer Associates (FCA) at our Covington site. This full-time role offers an exciting opportunity to develop your career in the financial services industry while making a meaningful difference for our customers. As an FCA, you will be the primary point of contact for clients seeking assistance with their 401(k) accounts, including inquiries about balances, withdrawals, loans, and account maintenance. You will also provide educational resources to help clients make informed financial decisions. This role emphasizes growth, skill development, and career advancement, with comprehensive training and ongoing support to ensure your success. No prior finance background is required, making this an accessible opportunity for individuals eager to start or grow their careers in finance and customer service. Initially, you will participate in a structured 14-week training program designed to equip you with the necessary knowledge and skills. During this period, you will handle basic customer calls and progressively take on more complex inquiries related to 401(k) plans. Beyond training, you will continue to develop your expertise through real-world experience, team activities, and coaching. Fidelity values its associates and recognizes their achievements through rewards and recognition programs. This position offers flexible hours within the defined shift times and the possibility of overtime based on business needs and your availability. Qualifications High School diploma or GED requiredMinimum 1 year of customer service experienceExcellent communication and interpersonal skillsAbility to establish rapport and build relationships with customersStrong listening skills, professionalism, and empathyAdaptability and flexibility to work in various environments, including balancing office and remote workProficiency in navigating basic technology systems and troubleshooting issuesSelf-motivated with strong teamwork and social skillsDesire for continuous learning and applying new concepts Responsibilities Respond to customer inquiries via phone and digital channels regarding their 401(k) accountsAssist clients with account balances, withdrawals, loans, and maintenance requestsProvide educational resources to help customers understand their financial optionsMaintain compliance with regulatory requirements and Fidelity policiesParticipate in training sessions and ongoing development programsEngage in team activities, well-being support, and career coaching sessionsContribute to a positive customer experience by demonstrating professionalism, empathy, and effective communicationHandle a variety of situations, driving towards resolutions that satisfy customer needs Benefits Comprehensive health, dental, and vision insurance plansRetirement savings options with company matchingPaid time off and holidaysFlexible work arrangements and onsite working modelTraining and development programs to support career growthWell-being resources and support servicesRecognition and rewards for outstanding performance Equal Opportunity Fidelity is an equal opportunity employer committed to fostering an inclusive environment for all employees. We celebrate diversity and are dedicated to providing equal employment opportunities regardless of race, color, religion, gender, sexual orientation, age, disability, national origin, or any other protected status. We believe that a diverse workforce enhances our ability to serve our clients effectively and innovate continuously. All qualified applicants will receive consideration for employment without regard to any protected characteristic.