Financial Customer Associate

Company: Fidelity Investments
Location: Washington
Posted on: March 3, 2026

Job Description:

Fidelity Investments, a global leader in financial services headquartered in Boston, MA, is seeking a Financial Customer Associate to join our dynamic customer service team. This role is pivotal in providing exceptional service and support to our clients, helping them understand our varied financial products including retirement planning and brokerage services. As a Financial Customer Associate, you will use your expertise in finance and customer service to ensure our clients receive the best guidance and support, fostering trust and client loyalty. Respond to customer inquiries regarding financial products and services, ensuring clear and accurate communication. Educate clients on account details, including setup, management, and the benefits of different financial products. Address and resolve client complaints and issues promptly, ensuring client satisfaction and retention. Assist in the development of customer service protocols. Maintain up-to-date knowledge of industry trends and Fidelity's products. Collaborate with financial advisors and other departments to ensure cohesive client support. Strong knowledge of financial services and products. Excellent communication and interpersonal skills. Ability to handle stress and manage conflict. Proficiency in CRM software. Keen attention to detail. 401k Certified Financial Planner (CFP) - preferred but not required. FINRA Series 7 & 63 licenses are a plus.

Keywords: Fidelity Investments, Omaha , Financial Customer Associate, Customer Service & Call Center , Washington, Nebraska