Financial Customer Associate

Are you passionate about helping others achieve financial success? Do you thrive in a fast-paced and dynamic environment? Fidelity Investments is seeking a highly motivated and customer-focused individual to join our team as a Financial Customer Associate. In this role, you will have the opportunity to build relationships with clients, provide personalized financial guidance, and contribute to the overall success of our organization. We are looking for individuals with a strong background in finance and exceptional communication skills. If this sounds like you, we encourage you to apply and join our dedicated team of financial professionals.

1. Build and maintain strong relationships with clients by providing exceptional customer service and personalized financial guidance.
2. Utilize knowledge and expertise in finance to address clients' needs and help them achieve their financial goals.
3. Communicate effectively with clients through various channels such as phone, email, and in-person meetings.
4. Collaborate with team members to contribute to the overall success of the organization.
5. Keep up-to-date with industry trends, market developments, and regulatory changes to provide accurate and relevant information to clients.
6. Actively listen and understand clients' financial situations and make appropriate recommendations.
7. Maintain client records and ensure all information is accurate and up-to-date.
8. Handle client inquiries, concerns, and complaints in a timely and professional manner.
9. Continuously strive to improve customer satisfaction and retention rates.
10. Adhere to company policies and procedures, as well as regulatory requirements.
11. Identify and pursue opportunities to upsell and cross-sell products and services.
12. Participate in training and professional development opportunities to enhance knowledge and skills.
13. Represent the company in a positive and professional manner at all times.
14. Embrace a fast-paced and dynamic work environment and be able to adapt to changes quickly.
15. Uphold the company's values and promote a positive work culture.

According to JobzMall, the average salary range for a Financial Customer Associate is between $30,000 and $60,000 per year. However, this can vary depending on factors such as location, experience, and specific job duties. Some Financial Customer Associates may also receive bonuses or commission in addition to their base salary.

Fidelity Investments Inc., commonly referred to as Fidelity, earlier as Fidelity Management & Research or FMR, is an American multinational financial services corporation based in Boston, Massachusetts.